Talent Pool | Universal Advisor Talent Pool for the Schweizer-Reneke Cluster
Core
Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume banking environment, driving digital adoption and providing appropriate financial solutions.
Role type
Branch Advisor (Universal Advisor)
Builds
Banking products and services for retail customers
Domain
Retail Banking
Deliverable
product features
Required skills
client relationship management, sales target achievement, financial advice, compliance adherence, customer service, data analysis, lead management
Preferred skills
FAIS/TCF principles knowledge, persuasive selling, problem-solving, ethical conduct
Technologies
Banking platforms
Responsibilities
Engage customers across service and transactional needs, promote digital and self-service channels, analyze customer data to provide financial advice, maintain accurate client records, achieve sales and service targets, manage leads and follow-ups
Seniority
Entry to Mid-level, individual contributor
