Client Advisor

Overview

• Greeting and providing personalized support to the branch\'s clients
• Advising on all banking and insurance needs
• Developing and managing a portfolio of retail clients
• Preparing and monitoring loan and financing files

Requirements

• Higher education (at least two years post-secondary education / Bac+2)
• Strong interpersonal skills
• Rigorous and well-organized
• Strong adaptability
• Previous successful experience in banking or sales is a plus
• Good knowledge of banking and insurance products and services is a plus

Hard Skills

• banking products
• insurance products
• loan management
• financing management

Soft Skills

• interpersonal skills
• organizational skills
• adaptability
• customer service

Certifications & Qualifications

• higher education
• Bac+2