Financial Services Advisor (Licensed)
Current• Advise clients on financial products including mortgages, loans, and investment strategies to meet personal and business needs.• Lead sales and service activities, achieving customer experience goals while complying with legal and regulatory requirements.• Develop a strong community network, increasing branch visibility and referrals.• Provide training and support to branch staff on operational and sales effectiveness, contributing to team success.• Assisting branch manager with branch opening and losing procedures, key and combination custodian, daily ATM replenishment, override transaction and helping front live with day-to-day operations. • On Saturdays managing full branch operations without BM from opening till closing with two MSR (Teller).