Job Description
Responsibilities
- Listen to clients' needs and resolve complex situations.
- Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
- Ensure client satisfaction and engagement.
- Refer clients to specialist colleagues for specific needs.
- Ensure adherence to compliance and risk management rules.
Team
The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you'll work with a team of experts specializing in investment, mortgage financing, and other areas.
Career Development
After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same ro...