Personal Banker - Amherst

Advise customers on high-level financial solutions from available investment and credit banking solutions.,Engage with customers and create positive experiences to retain and deepen relationships by asking thoughtful financial questions.,Increase customer financial confidence by providing personalized financial advice, answering questions, and addressing concerns while maintaining confidentiality and accuracy.,Act as a point of contact for 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; participate in process improvement opportunities.,Strive to achieve and improve service level agreements and productivity targets.,Ensure documents are prepared consistent with relevant regulations and reflect business intentions.,Participate fully as a team member, help build a positive and diverse work environment, assist and mentor others, and address communication issues efficiently.

High school diploma and/or 1 year of relevant experience.,Post-Secondary or Undergraduate degree in a related field is an asset.,Completion of IFIC or equivalent required.,CFSA must be completed within 12 months, if hired.,Real estate secured lending and/or investment experience an asset.

High school diploma; Post-Secondary or Undergraduate degree in a related field is an asset.

Subject to provincial regulation for employment purposes.