5 Jobs Found
Personal Banker Full-time Job
Banking WaterlooJob Details
Application Deadline:
06/29/2024
Address:
730 Glen Forrest Boulevard
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
- Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
- Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
- Supports customer transactions needs based on customer traffic.
- Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
- Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
- Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- 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.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- Working knowledge of personal and small business customer needs and solutions.
- Working knowledge of retail investments and lending products.
- Experience in financial services is an asset.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
- Passionate commitment to helping our customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Compensation and Benefits:
$35,700.00 - $66,100.00
Personal Banker
BMO CANADA
Waterloo - 4.52kmBanking Full-time
35,700 - 66,100
Learn More
Private Banking Associate Full-time Job
Banking WaterlooJob Details
What is the opportunity?
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable our clients to engage with RBC through the channel of their choice.
What will you do?
-
You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting
-
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone
-
Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner
-
Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice
What do you need to succeed?
Must-have
-
Minimum of 2 to 3 years of banking experience
-
Strong written and verbal communication skills in English
-
Strong working knowledge of Microsoft Office Suite
-
Proven client service skills
-
Excellent organizational skills
Nice-to-have
-
Completion of IFC or CSC
-
Post-secondary education in Commerce or Business Administration
Private Banking Associate roles may permit hybrid work arrangements after a training period.
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
-
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
-
Leaders who support your development through coaching and managing opportunities
-
Ability to make a difference and lasting impact
-
Work in a dynamic, collaborative, progressive, and high-performing team
-
Opportunities to do challenging work
-
Opportunities to take on progressively greater accountabilities
Private Banking Associate
Royal Bank Of Canada
Waterloo - 4.52kmBanking Full-time
Learn More
Private Banking Associate Full-time Job
Banking WaterlooJob Details
What is the opportunity?
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable our clients to engage with RBC through the channel of their choice.
What will you do?
-
You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting
-
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone
-
Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner
-
Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice
What do you need to succeed?
Must-have
-
Minimum of 2 to 3 years of banking experience
-
Strong written and verbal communication skills in English
-
Strong working knowledge of Microsoft Office Suite
-
Proven client service skills
-
Excellent organizational skills
Nice-to-have
-
Completion of IFC or CSC
-
Post-secondary education in Commerce or Business Administration
Private Banking Associate roles may permit hybrid work arrangements after a training period if the employee is able to meet the following requirements:
-
Employee, whether in a sole or multiple occupancy residence, must work in a private space where confidential client and / or employee information is not visible or audible to anyone other than the employee.
-
Employee must ensure that their remote workplace has proper connectivity and that the bandwidth meets RBC requirements for working remotely (25mbps download speed and 10mbps upload speed).
-
Employee must have the ability to plug their RBC computer directly to the modem with a maximum ethernet cable no longer than 10 feet.
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
-
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
-
Leaders who support your development through coaching and managing opportunities
-
Ability to make a difference and lasting impact
-
Work in a dynamic, collaborative, progressive, and high-performing team
-
Opportunities to do challenging work
-
Opportunities to take on progressively greater accountabilities
Private Banking Associate
Royal Bank Of Canada
Waterloo - 4.52kmBanking Full-time
Learn More
Private Banking Associate Full-time Job
Banking WaterlooJob Details
What is the opportunity?
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable our clients to engage with RBC through the channel of their choice.
What will you do?
-
You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting
-
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone
-
Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner
-
Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice
What do you need to succeed?
Must-have
-
Minimum of 2 to 3 years of banking experience
-
Strong written and verbal communication skills in English
-
Strong working knowledge of Microsoft Office Suite
-
Proven client service skills
-
Excellent organizational skills
Nice-to-have
-
Completion of IFC or CSC
-
Post-secondary education in Commerce or Business Administration
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
-
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
-
Leaders who support your development through coaching and managing opportunities
-
Ability to make a difference and lasting impact
-
Work in a dynamic, collaborative, progressive, and high-performing team
-
Opportunities to do challenging work
-
Opportunities to take on progressively greater accountabilities
Private Banking Associate
Royal Bank Of Canada
Waterloo - 4.52kmBanking Full-time
Learn More
Banking Advisor Full-time Job
Banking BrantJob Details
Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
What you need to succeed…
- The appetite and drive to build strong customer relationships and deliver excellence customer service
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
- To uncover and solve for customers’ needs
- Mutual Funds licence and working towards the CIFP Diploma
What we’re offering…
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities– for you and our customers.
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- You’ll receive clear, transparent criteria to progress in your career.
- You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.
Banking Advisor
Scotiabank
Brant - 35.78kmBanking Full-time
Learn More
