Banking Advisory Associate (225-928)

The role of a Banking Advisory Associate is key in providing clients with comprehensive financial advice and exceptional customer support. As a Banking Advisory Associate, you will be responsible for helping clients make informed financial decisions, understanding and addressing their financial needs, and offering products and services that align with their goals. In addition to building and maintaining strong client relationships, you will collaborate closely with your team and other departments to ensure a seamless banking experience. With a sound understanding of the financial market and regulatory environment, you will be instrumental in delivering solutions that meet the banking and investment needs of your clients. Your expertise in analyzing financial data and crafting strategic advice will play a pivotal role in enhancing customer satisfaction and driving business growth.

Responsibilities

• Identify and analyze clients' financial needs and offer tailored banking solutions.
• Provide expert advice on banking products, including loans, deposits, and investments.
• Develop and maintain strong relationships with clients to ensure long-term business growth.
• Collaborate with team members to deliver comprehensive financial planning services.
• Monitor and ensure compliance with all applicable banking laws and regulations.
• Prepare detailed financial reports and recommendations for client presentations.
• Facilitate complex financial transactions while ensuring accuracy and confidentiality.
• Conduct regular reviews of client accounts to identify new opportunities and risks.
• Stay updated on market trends and economic developments affecting the banking industry.
• Participate in professional development opportunities to enhance advisory skills and knowledge.
• Assist in the development and implementation of strategic plans to meet branch goals.
• Engage in networking activities to increase the client base and promote banking services.

Requirements

• Bachelor’s degree in finance, economics, business, or a related field required.
• Minimum of two years of experience in banking or financial advisory roles.
• Strong understanding of financial markets, banking regulations, and compliance standards.
• Excellent analytical skills with a high attention to detail and accuracy.
• Proven ability to build and maintain professional client relationships effectively.
• Exceptional communication skills, both verbal and written, for client interaction.
• Proficient in using financial software and Microsoft Office Suite applications.
• Demonstrated ability to work collaboratively within a team and with clients.