Personnal Banker - Future Opportunities, Abitibi-Témiscamingue
Core
Frontline banker advising customers on investment and credit banking solutions to promote loyalty and returns.
Role type
Personal Banker
Builds
Customer relationships and financial solutions
Domain
Banking / Personal Finance
Deliverable
client delivery
Required skills
Financial planning advice, investment options analysis, credit banking solutions, regulatory compliance, MS Office proficiency, time management
Preferred skills
Real estate secured lending experience, advanced investing knowledge
Responsibilities
Advise customers on high-level financial solutions, engage customers to deepen relationships, provide personalized financial reviews, handle customer problems as a point of contact, maintain professional space, achieve service level agreements
Seniority
Entry-level to Mid-level
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