Register
Recruit Create CV

Senior 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

Senior Premium Banker Jobs
By HSBC At Toronto, Ontario, Canada
Well-developed sales orientation, business development and portfolio management skills
Well-developed technical skills in wealth management and credit lending
University / College degree or combination of education and equivalent and related work experience.
Solicitation of customer referrals and promotion of products and service offerings across multiple distribution channels
2-3 years of experience in a sales role in the banking industry
Knowledgeable about market conditions affecting customer portfolios
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
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 rewarding career in banking? Join our team as a Senior Personal Banker and help our customers reach their financial goals! With competitive pay and excellent benefits, you'll have the opportunity to make a difference in people's lives while growing your career.

Overview:

A Senior Personal Banker is responsible for providing exceptional customer service, managing customer accounts, and providing financial advice and guidance to customers. They are also responsible for developing and maintaining relationships with customers, as well as identifying and pursuing sales opportunities.

Detailed Job Description:

Senior Personal Bankers are responsible for providing a high level of customer service and financial advice to customers. They must be able to identify customer needs and provide appropriate solutions. They must also be able to identify sales opportunities and pursue them. Senior Personal Bankers must be able to manage customer accounts, process transactions, and provide financial advice. They must also be able to handle customer inquiries and complaints in a professional manner.

What is Senior Personal Banker Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Knowledge of banking products and services
• Ability to identify customer needs and provide appropriate solutions
• Ability to identify sales opportunities and pursue them
• Ability to manage customer accounts and process transactions
• Ability to provide financial advice and guidance
• Ability to handle customer inquiries and complaints

What is Senior Personal Banker Job Qualifications?

• Bachelor’s degree in finance, business, or a related field
• At least 5 years of experience in a banking or financial services environment
• Knowledge of banking regulations and compliance
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment

What is Senior Personal Banker Job Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Knowledge of financial markets and trends

What is Senior Personal Banker Job Experience?

• At least 5 years of experience in a banking or financial services environment
• Experience in customer service and sales
• Experience in managing customer accounts

What is Senior Personal Banker Job Responsibilities?

• Provide exceptional customer service
• Manage customer accounts
• Process transactions
• Provide financial advice and guidance
• Identify and pursue sales opportunities
• Develop and maintain relationships with customers
• Handle customer inquiries and complaints
• Ensure compliance with banking regulations