Branch Advisor FAIS
Core
Provide compliant financial advice and manage client relationships in a high-volume branch environment, guiding customers to appropriate self-service channels.
Role type
Branch Advisor (Financial Services)
Builds
Long-term client relationships and sales of financial products
Domain
Banking / Retail Financial Services
Deliverable
client delivery
Required skills
Financial advice, client relationship management, sales target achievement, compliance adherence (FAIS/TCF), data analysis, lead management
Preferred skills
Persuasive selling, problem-solving, industry trend awareness
Responsibilities
Educate customers on self-service channels, analyze customer data for financial solutions, maintain client records, achieve sales and service targets, manage leads and follow-ups
Seniority
Junior to Mid-level, hands-on IC
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