
Strategic Financial Advisor
5 days ago
About our Role
Job OverviewA Banking Consultant delivers exceptional customer experiences by meeting end-to-end financial needs and goals.
Key responsibilities include transaction activities, needs-based conversations, and educating customers on digital solutions.
This role involves working in branches, using knowledge to complete customer transactions, having in-depth needs-based conversations, and fulfilling products according to accreditation levels.
Excellent customer service is essential to ensure customer satisfaction and advocacy.
Our team has great opportunities to learn, grow, and try new things as we adapt to changing banking landscape.
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