Financial Solutions Advisor - Toronto - beBeeCustomerFacing

    beBeeCustomerFacing
    beBeeCustomerFacing Toronto

    1 week ago

    Full time

    Job title: Personal Banking Associate

    Description

    About This Role

    Delivering exceptional customer service to clients and prospects, identifying their needs and providing expert guidance on suitable financial solutions. Collaborating with partners across various channels to deliver a seamless experience.

    Responsibilities include welcoming customers into the branch lobby, offering advice on digital options, conducting client conversations about banking services, recommending alternative channels and providing personalized financial advice.

    A key responsibility is meeting customer transactional needs with efficient execution while reviewing profiles for potential opportunities. Contributing to business results by engaging in everyday banking plans and credit card sales activities.

    The role also involves supporting operational activities such as inventory management, escalated requests and filing tasks. It requires resourcefulness in finding creative approaches that make each customer's experience personal.

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