Personal Banker

Advise customers on high-level financial solutions from available investment and credit banking solutions.,Engage with customers to create positive experiences, retaining and deepening relationships.,Increase customer financial confidence through personalized 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 common areas according to marketing and regulatory guidelines.,Work with existing and prospective customers for financial reviews, portfolio updates, and suggesting personalized solutions.,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 business intentions.,Participate fully as a team member, foster 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 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)