Branch Advisor FAIS

Full-time Other-General

Job Description

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations while educating customers on the correct channel (eChannels and Self Service). As a Branch Advisor you will be responsible for providing compliant, professional financial advice and to walk‑in and existing clients within a high‑volume service branch environment.

Responsibilities

• Build and manage long‑term client relationships to support retention and growth.
• Provide a positive customer experience; educate customers to the correct banking platform.
• Live up to the brand promise of “how can we help you?” at all times.
• Analyze customer data and provide appropriate financial advice and solutions aligned to client goals in accordance with FAIS requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and se...