Customer Banking Consultant (fais)

Job Summary

To provide needs-based financial advice, sales, and service to individual retail banking customers, enabling them to meet their personal financial goals while ensuring compliance with FAIS, Treating Customers Fairly (TCF), and bank risk frameworks.

Job Description

Key Responsibilities

Proactively acquire customers and deliver sales against agreed targets.
Deliver efficient and professional customer service and resolve queries across all touchpoints.
Support lead generation and simplex activities to contribute to branch growth.
Action and conversion of qua