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Relationship Banking Specialist
2 months ago
About the Opportunity
We're seeking a highly skilled client-focused banking professional to join our team as a Relationship Banking Specialist. In this role, you'll be responsible for building and maintaining strong relationships with our clients, providing personalized banking solutions to meet their unique needs.
Key Responsibilities
- Consistently demonstrate empathy and understanding in all interactions with clients and colleagues
- Communicate effectively to uncover client needs and deliver tailored advice and solutions
- Champion digital enablement by educating clients on self-service options and leading with advice
- Use expertise in everyday banking, credit, and investments to meet clients' financial needs
- Provide professional advice and education on credit and investments, ensuring solutions are suitable for clients' circumstances
- Make effective use of technology to connect with clients virtually and face-to-face
- Implement relationship-building strategies to accelerate client acquisition and retention
- Collaborate with financial planning, retirement planning, and business banking experts to deliver customized advice
Requirements
- Mutual funds accreditation (Investment Funds in Canada or Canadian Securities Course) or willingness to obtain within training period
- Passion for delivering exceptional client experiences
- Curiosity, emotional intelligence, and empathetic communication skills
- Flexibility, self-motivation, and determination to succeed
- Digital literacy across a range of devices
What We Offer
- Comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class training, coaching, tools, and development opportunities
- Support from a dynamic, collaborative, and high-performing team
- Chance to represent Canada's leading financial services brand in your community