Banking Advisor
Royal Bank of Canad
Total years of experience :1 years, 8 Months
Responsibilities
• Advise customers on bank services for their needs (e.g. loans, credit cards and Investments)
• Manage customer bank accounts; open, close and oversee transactions
• Resolve issues with banking services and accounts
• Refer clients to in house financial experts, as needed
• Reach out to potential customers to generate new business
• Present financial products and services to existing and prospective customers
• Perform administrative duties (e.g. entering data into banking software)