Banking Advisor
Current- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
- Respond to client-initiated contact, assisting them with a full range of financial transactions.
- Proactively take ownership of resolving and preventing client banking problems.
- Ensure banking safety protocols are being adhered to, and protecting banking clients.