Personal Banker, Retail Banking
Found in: Jooble CA O C2 - 2 weeks ago
Requirements Join this buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition 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.
-Registration to sell investment products in progress or completed - as appropriate for the jurisdiction.
-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.
-Passionate commitment to helping our customers.
-Duties -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.
-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.
-Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
-Takes the initiative to find creative approaches that make each customer’s experience feel personal.
-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.
-Complies with legal and regulatory requirements for the jurisdiction.
-Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
-Apply through the Indeed posting
#
-
Personal Banker
Found in: Jooble CA O C2 - 2 weeks ago
Invermere, BC, Canada Kootenay Employment Services Society Full timeRequirements Join this buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO. Delivers exceptional...
-
Personal Banker, Retail Banking
Found in: Jooble CA O C2 - 2 weeks ago
Osoyoos, BC, Canada BMO Full timeDelivers exceptional service to BMO customers and prospects. 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...
-
Personal Banker, Retail Banking
Found in: Jooble CA O C2 - 2 weeks ago
Courtenay, BC, Canada BMO Full timeDelivers exceptional service to BMO customers and prospects. 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...
-
Private Banker, Private Banking
Found in: Jooble CA O C2 - 2 weeks ago
Kimberley, BC, Canada Absa Bank Full timePrivate Wealth Banker - Pipeline Kimberley page is loaded Private Wealth Banker - Pipeline Kimberley Apply locations Kimberley time type Full time posted on Posted 2 Days Ago job requisition id R-15962320 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with...
-
HSBC Bank Jobs
Found in: Jooble CA O C2 - 2 weeks ago
Vancouver, BC, Canada HSBC Full timeJob Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...
-
HSBC Bank Job Openings
Found in: Jooble CA O C2 - 2 weeks ago
Kamloops, BC, Canada HSBC Full timeJob Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...
-
Personal Banker
Found in: Jooble CA O C2 - 2 weeks ago
Richmond, BC, Canada BMO Full timeApplication Deadline: 02/28/2024 Address: 11000 No 5 Road Job Family Group: Retail Banking Sales & Service Prefer fluency in English, AND Mandarin (asset) OR Cantonese (asset) 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...
-
Enterprise Banker pipeline
Found in: Jooble CA O C2 - 2 weeks ago
Kimberley, BC, Canada Absa Bank Full timeEnterprise Banker pipeline page is loaded Enterprise Banker pipeline Apply locations Kimberley time type Full time posted on Posted 2 Days Ago job requisition id R-15963420 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...
-
Enterprise Banker pipeline
Found in: Jooble CA O C2 - 2 weeks ago
Kimberley, BC, Canada 1001 Absa Bank Full timeEnterprise Banker pipeline page is loaded Enterprise Banker pipeline Apply locations Kimberley time type Full time posted on Posted Yesterday job requisition id R-15963420 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...
-
Personal Banker
Found in: Jooble CA O C2 - 2 weeks ago
Osoyoos, BC, Canada BMO Full timeApplication Deadline: 04/15/2024 Address: 8502 Main Street 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...
-
HSBC Job Openings
Found in: Jooble CA O C2 - 2 weeks ago
Surrey, BC, Canada HSBC Full timeJob Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...
-
Personal Banker
Found in: Jooble CA O C2 - 2 weeks ago
Vancouver, BC, Canada BMO Full timeApplication Deadline: 05/04/2024 Address: 5710 Victoria Drive Fluency in English (must) and Cantonese (asset) 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...
-
Personal Banker
Found in: Jooble CA O C2 - 2 weeks ago
Courtenay, BC, Canada BMO Full timeApplication Deadline: 02/10/2024 Address: 585 England Avenue 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...
-
Personal Banker
Found in: Jooble CA O C2 - 2 weeks ago
Campbell River, BC, Canada BMO Full timeApplication Deadline: 04/27/2024 Address: 996 Shoppers Row / Island Hwy 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...
-
Private Wealth Banker
Found in: Jooble CA O C2 - 2 weeks ago
Kimberley, BC, Canada Absa Bank Full timePrivate Wealth Banker - Pipeline Kimberley page is loaded Private Wealth Banker - Pipeline Kimberley Apply locations Kimberley time type Full time posted on Posted 2 Days Ago job requisition id R-15962320 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with...
-
Private Wealth Banker
Found in: Jooble CA O C2 - 2 weeks ago
Kimberley, BC, Canada 1001 Absa Bank Full timePrivate Wealth Banker - Pipeline Kimberley page is loaded Private Wealth Banker - Pipeline Kimberley Apply locations Kimberley time type Full time posted on Posted Today job requisition id R-15962320 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional...
-
Community Banking Officer
Found in: Jooble CA O C2 - 2 weeks ago
Vancouver, BC, Canada Bank of Montreal Full timeSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Identifies customer needs and matches with appropriate products or services using relationship selling...
-
Community Banking Officer
Found in: Jooble CA O C2 - 2 weeks ago
Vancouver, BC, Canada BMO Full timeSupports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Identifies customer needs and matches with appropriate products or services using relationship selling...
-
Personal Banking Associate
Found in: Jooble CA O C2 - 2 weeks ago
Vancouver, BC, Canada BMO Full timeApplication Deadline: 03/07/2024 Address: 595 Burrard Street 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...
-
Personal Banking Associate
Found in: Jooble CA O C2 - 2 weeks ago
Mission, BC, Canada BMO Full timeApplication Deadline: 03/31/2024 Address: 32530 Lougheed Hwy, #200-202 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...