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 robust 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.