Wealth Advisor

Wealth Advisor

Overview:

The Wealth Advisor's primary responsibility is to ensure a superb customer journey by engaging in sales, service, and online communication with both Consumer and Business Banking clientele. They play a crucial role in managing daily branch functions, addressing customer service and sales demands, and coordinating customer meetings to pinpoint requirements and delegate complex issues to suitable staff members.

Key Responsibilities:

• Drive customer engagement by educating them about Consumer and Business Banking services. Propose tailored solutions to address individual requirements and emphasize the importance of utilizing digital banking capabilities.
• Appointment scheduling and consultations aim to oversee client meetings, whether they are planned or spontaneous, in order to recognize their financial needs and enable a seamless introduction to appropriate banking experts for challenging issues.
• Abide by the sales process outlined by the bank and give simplified, customer-centric recommendations.
• Front Desk Responsibility: Assume responsibility for the front desk by welcoming customers, attending to inquiries, and taking ownership of resolving urgent banking needs.
• Offer support in daily branch operations by aiding with customer transactions, addressing overdraft challenges, and verifying adherence to internal guidelines. Complete operational tasks as instructed.
• Maintain Compliance and Risk Management: Staying informed about Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) protocols. Detect and raise awareness of potential fraud incidents. Confirming compliance with operational and regulatory criteria.
• Customer Resolution: Promptly address and record customer complaints, following through with efficient resolution and proper documentation. Ensure customer concerns are resolved effectively and promptly.
• Sales Referrals revolve around pinpointing sales chances and guiding clients towards the appropriate banking partners for tailored product suggestions.

Scope of Responsibilities:

• Offer exceptional service delivery and promptly resolve customer complaints.
• Expand sales opportunities and elevate customer satisfaction within the branch setting.
• Flexibility to handle a range of tasks within the division, such as commencing account openings and managing loan initiation, in addition to resolving issues and conducting transaction processing.
• Convey understanding and care for customers, prioritize their satisfaction in every interaction, be ready to accommodate different situations, and exhibit comfort in utilizing digital technology when engaging with customers.

Criteria for Education and Experience:

• Holding a GED or a high school diploma.
• Prospective employees should have at least one year of familiarity with retail sales, call center duties, customer service, or telesales.
• Skilled in verbal and interpersonal communication techniques.
• Skill in navigating tough customer dialogues and differing customer demands.
• Well-organized with strong time management and prioritization skills.
• Ability to function effectively under pressure amid a rapid teamwork environment.
• Adept at using internet-level technology effectively.

Preferred Qualifications:

• Adjusting bilingualism to suit the requirements of the branch.
• Established track record in sales performance or generating referrals.
• Physical Requirements:
• Having the stamina to stand uninterrupted for prolonged periods.
• Sustained usage of hands and fingers for an extended time frame.
• Capacity to elevate items ranging from light to heavy (5-30 lbs) in weight.
• Aptitude for reading small font.
• Skill in directly engaging with clients on location.

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