Financial Service Advisor

To provide top-notch banking assistance to clients, a Universal Banker plays a vital role in ensuring timeliness and customer satisfaction. This entails handling and processing accounts, fulfilling client requests, and addressing inquiries and complaints promptly and efficiently.

The Universal Banker is responsible for managing and identifying existing clients' financial and banking needs. Acquiring new customers to meet the bank's objectives is crucial for success.

Main Responsibilities:

1. Contribute to sales strategy development through market analysis, competitor scanning, and market intelligence.
2. Ensure achievement of sales targets and take accountability for individual performance.
3. Provide efficient, friendly, professional, and high-quality service to branch customers based on their needs.
4. Advise customers on investment opportunities and guide them through various banking products to meet their needs.
5. Introduce the bank's products to new customers to increase market share.
6. Ensure compliance with internal controls, policies, and regulations.
7. Work with branch operations staff to facilitate timely delivery of banking products and services.
8. Monitor customer attrition and implement retention strategies to maximize loyalty.
9. Achieve individual sales and service targets.