Personal Banking Advisor
- Educated clients on available banking products and services, ensuring they had tools necessary to make informed decisions about their finances.
- Proactively engage with clients, uncovering banking needs, giving assistance and guidance, as well as recognizing deals and reference valuable open doors.
- Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
- Center around client training and exhibition, utilizing innovation to convey an essential client experience, drive deals, and hold business.
- Enhanced customer retention by proactively addressing concerns and resolving issues in a timely manner.
- Respond to client-initiated contact, assisting them with a full range of financial transactions.