Branch Advisor FAIS
Core
Frontline advisor responsible for resolving customer queries, driving sales conversions, and migrating customers to digital self-service channels.
Role type
Branch Advisor (Sales & Service)
Builds
Customer transactions, sales conversions, and digital channel adoption
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer service, sales conversion, digital channel migration, regulatory compliance (TCF), risk awareness, performance management
Preferred skills
Adaptability, continuous learning, ethical behavior
Responsibilities
Resolve customer queries efficiently, educate customers on eChannels to maximize self-service adoption, lead identified opportunities into successful sales, ensure compliance with business guidelines and TCF principles, achieve sales and service retention benchmarks.
Seniority
Individual Contributor