Job Summary

Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations, while educating customers on the correct channel (eChannels and Self Service) and adhering to policy and process. As a Branch Advisor, you will provide compliant, professional financial advice and serve existing clients in a high‑volume service branch environment, focusing on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles.

Responsibilities

• Lead identified conversions into successful sales.
• Ensure activities support cost containment and reduction.
• Educate customers on correct eChannels to maximize channel optimisation opportunities aligned to customer needs.
• Connect with customers by living up to our brand promise of “how can we hel...