Work Location:
Hours:
Line Of Business:
Pay Details:
Job Description: Department Overview:
Job Description: Personal Banker
In This Role, You Are Expected To:
- Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
- By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
- Act as a point of contact for the frontline staff in handling customer problems
- Maintain professional space in common areas as per marketing and regulatory guidelines
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
- Strive to achieve and improve service level agreements and productivity targets
- Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
- Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
Job Requirements:
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High school diploma and/or 1 year of relevant experience
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Post-Secondary or Undergraduate degree in related field is an asset
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Completion of IFIC or equivalent required
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CFSA must be completed within 12 months, if hired
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Real estate secured lending and/or investment experience an asset
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Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide
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Proficiency in software tools including MS Office, and internet application
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Tactful communicator able to exchange ideas and customer information in a concise and logical way
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A self-initiator with strong organizational, planning and time management skills
Who We Are:
Our Total Rewards Package
Additional Information:
Colleague Development
Training \& Onboarding
Interview Process
Accommodation
Language Requirement (Quebec Only):
