Business Customer Advisor

About the role

The Business Customer Advisor will execute defined sales activities within an assigned area, meet set targets and build strong client relationships through consistent engagement and service excellence.

Key responsibilities

• Identify and escalate potential risks that could increase costs.
• Adhere to standards and procedures to reduce expenses.
• Identify process improvements that generate cost savings.
• Drive and increase the average balance of a specific portfolio of assets.
• Seek opportunities for net income return growth and liability growth.
• Achieve net income return targets for the business.
• Contribute to a client‑service culture by following approved service delivery principles.
• Resolve customer dissatisfaction or complaints by taking ownership and providing appropriate solutions.
• Deliver exceptional service in line with SLA agreements.

Required profile

• Strong analytical mindset with the ability to spot risks and cost‑saving opportunities.
• Excellent communication and relationship‑building skills.
• Results‑oriented attitude with a focus on meeting sales and portfolio targets.
• Commitment to delivering service according to defined standards.

Required skills