Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
Engage customers by asking thoughtful financial questions and create positive experiences to retain and deepen relationships.
Increase customer financial confidence by providing personalized financial advice, answering questions, addressing concerns; raising matters as appropriate.
Act as a point of contact for frontline staff in handling customer problems.
Maintain professional space in common areas as per marketing and regulatory guidelines.
Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct and participate in process improve...