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Banking Advisor
2 months ago
Job Title: Client-Focused Sales Professional
Maximize client interactions, provide expert advice, and drive sales growth in a dynamic banking environment.
About the Role
This exciting opportunity calls on your exceptional sales skills and problem-solving abilities to deliver exceptional client experiences and drive business growth.
Key Responsibilities
- Proactively engage with clients to understand their banking needs and provide expert advice and guidance
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive sales
- Respond to client-initiated contact, assisting with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively resolve and prevent client banking problems
- Cultivate and maintain relationships with partners to drive business growth and referrals
Requirements
- Mutual Funds accreditation
- Passion for putting clients first and success in a target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices
What We Offer
- A comprehensive Total Rewards Program, including competitive compensation and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career
Job Skills
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Critical Thinking
- Curiosity
- Data Analysis
- Digital Literacy