Personal Banker

About This Role

The Personal Banker connects personally with customers to help them achieve their financial goals, exploring and understanding investment options that best suit their financial needs. This role involves providing sound financial planning advice to promote customer loyalty and investment returns within the Personal & Commercial Banking line of business.

Responsibilities

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
• Engage with customers by asking thoughtful financial questions and create positive experiences to retain and deepen relationships
• Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
• 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
• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
• Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
• Strive to achieve and improve service level agreements and productivity targets
• Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
• Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

Requirements

• High school diploma and/or 1 year of relevant experience
• Completion of IFIC or equivalent required
• CFSA must be completed within 12 months, if hired
• Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
• Proficiency in software tools including MS Office, and internet application
• Tactful communicator able to exchange ideas and customer information in a concise and logical way
• A self-initiator with strong organizational, planning and time management skills

Nice to have:

• Post-Secondary or Undergraduate degree in related field
• Real estate secured lending and/or investment experience

Benefits