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Banking Advisor
2 months ago
We are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.
Job DescriptionWhat is the opportunity?
This unique position offers the opportunity to work with a dynamic team and provide personalized service to our clients. As a Banking Advisor, you will be responsible for building strong relationships with our clients and identifying opportunities to provide them with tailored financial solutions.
What will you do?
- Proactively engage with clients to understand their financial needs and provide personalized solutions.
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience.
- Respond to client-initiated contact, assisting them with a full range of financial transactions.
- Actively listen and engage clients in conversation to further understand their individual needs.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
What do you need to succeed?
Must-have
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment.
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
- Digital literacy across a broad range of devices.
- Ability to work all business hours.
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial or service industry.
- Mutual Funds accreditation.
What's in it for you?
We offer a comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits. You will also have opportunities for career advancement, world-class sales training, and support from a dynamic team.
- A comprehensive Total Rewards Program.
- Continued opportunities for career advancement.
- World-class sales training and coaching.
- Support from a dynamic team.
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Platform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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