Branch Advisor FAIS

Responsibilities

• Build and manage long‑term client relationships to support retention and growth
• Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations
• Educate customers to the correct banking platform aligned with their needs
• Connect with our customers by living up to our brand promise of “how can we help you?” at all times
• Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements
• Maintain accurate and complete client records and documentation
• Achieve individual and branch sales and service targets
• Conduct yourself in an ethical manner
• Take accountability for your own performance, personal and career development
• Show empathy to customers
• Stay updated on industry trends and product knowledge
• Manage leads, referral...