Branch External Sales and Service Advisor OBR
Core
Provide compliant, professional financial advice and tailored solutions to walk-in and existing clients in a high-volume branch environment.
Role type
Branch External Sales and Service Advisor
Builds
Long-term client relationships and sustainable business performance
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Financial advice and solutioning, Sales target achievement, Compliance adherence (FAIS/TCF), Data analysis, Lead management
Preferred skills
Persuasive selling, Problem-solving, Ethical approach, Results-driven planning
Responsibilities
Build and manage long-term client relationships, Educate customers on banking platforms, Analyze customer data for financial advice, Maintain accurate client records, Achieve sales and service targets, Manage leads and client follow-ups
