Banking Advisor
Core
Client-focused banking advisor helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Trainee)
Builds
Personal & Commercial Banking services for individual and small business clients
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Mutual Funds accreditation, client education, financial transactions, relationship building, problem-solving, digital literacy
Preferred skills
Track record in client relationships within financial or service industry
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales opportunities, assist with full range of financial transactions, resolve client banking problems, cultivate relationships with partners for referrals
Sourced via workday · Listed on CareerPlan, which tracks 878,000+ jobs from 20+ sources.