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Fintech • Payments • Financial Services
Build and manage client relationships in a banking centre by understanding personal and business goals, recommending financial products, supporting cash management, credit, investments, and wealth protection, and promoting digital banking tools. Conduct outreach and marketing activities, achieve sales results, and connect clients with appropriate internal specialists. The role is full-time on-site, may include evenings and weekends, and requires flexibility to work across multiple nearby banking centres.
Fintech • Payments • Financial Services
Build and grow a client portfolio through relationship management, needs-based financial advice, and business development. Deliver personalized banking, investment, lending, and estate-planning solutions, engage in community outreach, and work flexible hours across local banking centres.
Fintech • Payments • Financial Services
Build and manage client relationships in an on-site banking centre. Understand personal and business financial goals, recommend banking, credit, investment, and wealth-protection solutions, and provide tailored financial guidance. Grow client networks through outreach and marketing activities, achieve sales goals, connect clients with appropriate specialists, and promote mobile banking tools. Requires a current Mutual Funds License and at least one year of client-facing sales experience.