Register
Recruit Create CV

Personal Banker Jobs

Personal Banker Jobs
By BMO At Westbank, British Columbia, Canada
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Complies with legal and regulatory requirements for the jurisdiction.
Personal Banker Jobs
By BMO At Oshawa, Ontario, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Universal Banker - Williamson
By Truist Bank.GJK At Canada
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
Personal Banker Jobs
By BMO At Maple Ridge, British Columbia, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Personal Banker Associate Jobs
By BMO At Oakville, Ontario, Canada
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Broader work or accountabilities may be assigned as needed. Qualifications:
Contributes to meeting branch business results and the customer experience.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Personal Banker Jobs
By BMO At Vancouver, British Columbia, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I [Td Bank]
By CareerBeacon At Montreal, Quebec, Canada
A self-initiator with strong organizational, planning and time management skills
By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
High school diploma with over 1 year of relevant experience
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
Strive to achieve and improve service level agreements and productivity targets
Investment Banker Jobs
By Southern Time Productions At Greater Toronto Area, Canada

Here is our teaser pitch deck - https://drive.google.com/file/d/1jmzBc3CRodNgWINWyd0R1rtUItNY5RiS/view?usp=drive_link

Personal Banker Associate Jobs
By BMO At Vaughan, Ontario, Canada
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Broader work or accountabilities may be assigned as needed. Qualifications:
Contributes to meeting branch business results and the customer experience.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Personal Banker Associate Jobs
By BMO At Toronto, Ontario, Canada
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Broader work or accountabilities may be assigned as needed. Qualifications:
Contributes to meeting branch business results and the customer experience.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Personal Banker (Part Time)
By HSBC At Toronto, Ontario, Canada
A passion for continuously delivering an outstanding customer experience
Effective communication skills, which will enable you to build strong professional rapport
Ability to demonstrate your understanding of a customer’s requirements through effective fact finding
Demonstrate sound understanding of HSBC products and services; articulating these to your customer in an engaging and confident manner.
Effectively question and listen to your customers, enabling you to fully understand both new & existing customer’s financial circumstances and needs
Be proactive in building & creating a customer base through the use of Customer Contact Lists, referrals & walk-ins
Personal Banker [Td Bank]
By CareerBeacon At Ottawa, Ontario, Canada
A self-initiator with strong organizational, planning and time management skills
By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
High school diploma with over 1 year of relevant experience
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
Strive to achieve and improve service level agreements and productivity targets
Personal Banker Jobs
By BMO At Waterloo, Ontario, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Personal Banker [Td Bank]
By CareerBeacon At Saskatoon, Saskatchewan, Canada
A self-initiator with strong organizational, planning and time management skills
By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
High school diploma with over 1 year of relevant experience
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
Strive to achieve and improve service level agreements and productivity targets
Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I [Td Bank]
By CareerBeacon At Langley, British Columbia, Canada
A self-initiator with strong organizational, planning and time management skills
By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
High school diploma with over 1 year of relevant experience
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
Strive to achieve and improve service level agreements and productivity targets
Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I [Td Bank]
By CareerBeacon At Seaforth, Ontario, Canada
A self-initiator with strong organizational, planning and time management skills
By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
High school diploma with over 1 year of relevant experience
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
Strive to achieve and improve service level agreements and productivity targets
Personal Banker (Part Time)
By HSBC At Calgary, Alberta, Canada
A passion for continuously delivering an outstanding customer experience
Effective communication skills, which will enable you to build strong professional rapport
Ability to demonstrate your understanding of a customer’s requirements through effective fact finding
Demonstrate sound understanding of HSBC products and services; articulating these to your customer in an engaging and confident manner.
Effectively question and listen to your customers, enabling you to fully understand both new & existing customer’s financial circumstances and needs
Be proactive in building & creating a customer base through the use of Customer Contact Lists, referrals & walk-ins
Premium Banker Jobs
By HSBC At Vancouver, British Columbia, Canada
Sound knowledge of digital banking and technical skills in wealth management
Develop existing customer relationships through active management of portfolios, ensuring solutions continually meet customer’s needs
Attract new customers through referrals, promoting products and service offerings that match their financial needs
Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
2 years of proven experience in a customer facing role in the banking industry
Passion and pride for continuously delivering an outstanding customer experience
Universal Banker I Jobs
By CIBC At Nepean, Ontario, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What You Need To Know
Personal Banker Jobs
By BMO At Winnipeg, Manitoba, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

Are you looking for a job that offers a great work-life balance and the opportunity to help people achieve their financial goals? Look no further! We are looking for a Personal Banker to join our team and provide exceptional customer service to our clients. You will be responsible for helping customers open accounts, process transactions, and provide financial advice. If you have a passion for helping others and a knack for finance, this could be the perfect job for you!

A Personal Banker is a financial professional who works with customers to provide banking services such as opening accounts, providing loans, and managing investments. They are responsible for helping customers with their banking needs and providing advice on financial products and services.

What is Personal Banker Skills Required?

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Ability to work independently and in a team
• Knowledge of banking regulations and compliance
• Proficiency in computer software and applications

What is Personal Banker Qualifications?

• Bachelor’s degree in finance, business, or a related field
• Previous experience in banking or customer service
• Professional certification in banking or finance

What is Personal Banker Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and investments
• Knowledge of financial planning and wealth management

What is Personal Banker Experience?

• Previous experience in banking or customer service
• Experience in sales and customer service
• Experience in financial planning and wealth management

What is Personal Banker Responsibilities?

• Open new accounts and process customer transactions
• Provide advice and guidance on banking products and services
• Develop and maintain relationships with customers
• Monitor customer accounts and provide updates on changes