Client Advisor
On-siteBathurst, New Brunswick, Canada
EXPIREDBathurst, New Brunswick, CanadaOn-sitePart TimeSenior LevelSmall
Part TimeSenior LevelSmall
Job Summary
Proactively engage with clients in all areas of the branch and community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities. Focus on client education and demonstration, leveraging technology to drive sales, retain business, and resolve client banking problems. Respond to client-initiated contact to assist with a full range of financial transactions while actively listening to understand individual needs. Cultivate relationships with partners to maximize business opportunities and referrals. Work all business hours in a target-driven sales environment.
Required Qualifications
- Demonstrated passion for putting clients first
- Success in a hands-on, target-driven sales environment
- Problem-solving and people skills
- Ability to build strong relationships
- Proactively connect with clients
- Flexibility
- Eagerness to learn
- Strong personal ethics
- Hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Must be able to work all business hours
Desired Qualifications
- Track record in building rapport and maintaining client relationships within the financial or service industry
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
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