Universal Advisor

Job Overview Job Title: Universal Advisor – Rosebank Branch. The role focuses on delivering a seamless, exceptional customer experience within a branch environment while proactively identifying customer needs and providing appropriate banking solutions. Key Responsibilities Provide compliant sales and service solutions to walk‑in and existing customers in a high‑volume service environment. Engage customers positively and professionally using the brand promise “How can we help you?”. Understand customer needs, identify, sell, and cross‑sell products aligned to those needs. Educate customers on digital, e‑channels, and self‑service platforms and proactively migrate them. 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 governance. Conduct oneself in an ethical and professional manner at a...