Job Description
Drive business growth as a Business Banking Advisor at First West, focusing on member relationships and managing banking needs. Excel in sales and advisory services to meet client expectations.
As a Business Banking Advisor, you will be tasked with managing a portfolio of business banking members while ensuring their banking and wealth management needs are met. Your role involves developing long-term strategies for business development, providing proactive services, and identifying potential sales opportunities. Build strong relationships with clients, and utilize your financial and advisory skills to maximise member satisfaction.
Key Responsibilities:
• Execute sales plans for both retention and growth
• Oversee an existing portfolio and member needs
• Provide tailored wealth management advice
• Initiate risk management protocols for accounts
• Conduct annual reviews to assess financial health
Requirements:
• B...
As a Business Banking Advisor, you will be tasked with managing a portfolio of business banking members while ensuring their banking and wealth management needs are met. Your role involves developing long-term strategies for business development, providing proactive services, and identifying potential sales opportunities. Build strong relationships with clients, and utilize your financial and advisory skills to maximise member satisfaction.
Key Responsibilities:
• Execute sales plans for both retention and growth
• Oversee an existing portfolio and member needs
• Provide tailored wealth management advice
• Initiate risk management protocols for accounts
• Conduct annual reviews to assess financial health
Requirements:
• B...