- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
- Focus on client education and demonstrations, leveraging technology to deliver memorable client experiences, drive sales, and retain business
- Respond to client-initiated contact and assist with a full range of financial transactions
- Actively listen and engage clients in conversation to understand their individual needs
- Take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to maximize business opportunities and referrals
Requirements
- Demonstrated passion for putting clients first and success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and hunger for success
- Digital literacy across smartphones, tablets, laptops, and other devices
- Must be able to work all business hours
- Fluent in Mandarin, Cantonese, or Tagalog
- Track record in building rapport and maintaining client relationships within the financial or service industry (nice-to-have)
- Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course (nice-to-have)
Core Competencies
Demonstrates strong client engagement and relationship-building skills, with a focus on problem-solving and delivering exceptional client experiences. Proficient in leveraging digital tools to enhance service delivery and drive sales in a target-driven environment.
Highest-signal resume keywords
- Client Relationship Management
- Problem-Solving Skills
- Digital Literacy
- Sales Experience
- Fluency in Mandarin, Cantonese, or Tagalog