Universal Advisor
Core
Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment, proactively identifying needs and migrating customers to digital channels.
Role type
Frontline retail banking advisor
Builds
Banking products and services for individual customers
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Needs-based selling, regulatory compliance (FAIS/FICA/TCF), transaction processing, customer relationship management, digital channel migration, product knowledge
Preferred skills
Cross-selling, lead management, self-service platform education, high-volume service delivery
Responsibilities
Engage customers professionally to understand and fulfill their banking needs, sell and cross-sell appropriate financial products, educate customers on digital and self-service platforms, process transactions while meeting benchmarks, maintain accurate customer records, manage leads and follow-ups, adhere to ethical and governance standards
Seniority
Junior to Mid-level, hands-on IC