Personal Banker - Future Opportunities (Laval, Ville Saint-Laurent)
Core
Frontline banker advising customers on investment and credit banking solutions to promote loyalty and returns.
Role type
Personal Banker (IC)
Builds
Customer financial relationships and product adoption
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Financial planning advice, investment knowledge, credit processes, regulatory compliance, MS Office proficiency, relationship building
Preferred skills
Real estate secured lending experience, advanced investing experience
Responsibilities
Advise customers on high-level financial solutions, engage customers to deepen relationships, provide personalized financial reviews, act as point of contact for customer problems, maintain professional space, participate in process improvement, achieve service level agreements, ensure document compliance, mentor team members