As a Personal Banker, 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

High school diploma with over 1 year of relevant experience

Completion of IFIC or CSC Course

CFSA must be completed, if hired

Post-Secondary or Undergraduate degree in related field is an asset

Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment

Proficiency in software tools including MS Office, and internet application

Tactful communicator able to exchange ideas and customer information in a concise and logical way

A self-initiator with strong organizational, planning and time management skills

If you are interested, please email: contact@theccfa.net