Consultant: Sales and Service (FAIS)
Core
Deliver needs-based sales and service across retail banking products, managing customer relationships and portfolios while ensuring compliance with FAIS Act and risk governance.
Role type
Retail banking consultant (sales and service)
Builds
Banking and insurance solutions (lending, transactional, savings, credit, risk products) for retail customers
Domain
Financial services / Retail banking
Required skills
Customer financial needs analysis, sales target achievement, cross-selling, regulatory compliance (FAIS, TCF), risk management, customer relationship management, operational documentation
Preferred skills
Digital and self-service adoption, branch device management, lead generation for advisory teams
Technologies
Branch management systems, digital banking channels
Responsibilities
Conduct customer financial needs analyses, offer appropriate banking and insurance solutions, achieve individual sales and cross-sell targets, manage customer flow and queue redirection, handle escalated service issues and complaints, ensure accurate capturing of sales and applications
Seniority
Individual Contributor, operational level
