Client Advisor
Core
Frontline banking professional delivering personalized financial solutions and digital enablement to retail and commercial clients within a branch setting.
Role type
Client Advisor (Trainee)
Builds
Personal and commercial banking solutions, client relationships, and digital adoption
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client discovery, Advice based solutions, Digital literacy, Data analysis, Adaptability
Responsibilities
Proactively engage with clients to complete transactions and identify advice opportunities, Resolve and prevent client banking problems, Cultivate relationships with partners to support client solutions, Adhere to compliance routines and controls to manage risks
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