Universal Advisor

As a Universal Advisor, you will deliver a seamless, exceptional customer experience within a branch environment, proactively identifying customer needs and providing appropriate banking solutions.

Responsibilities

• Engage customers in a positive and professional manner, living up to our brand promise of “How can we help you?” at all times.
• Understand customer needs to identify, sell, and cross‑sell products aligned to customer needs and provide appropriate banking and financial solutions.
• Educate customers on the correct banking platforms suited to their needs, proactively migrating customers to digital, e‑Channels, and self‑service platforms.
• Fulfil transactions above set benchmarks while delivering exceptional service.
• Manage leads, referrals, and customer follow‑ups within agreed turnaround times.
• Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governanc...