Personal Banker - Financial Advisor Role (Pointe-Claire)

Shape customer financial futures as a Personal Banker dedicated to personalized investment and banking solutions. Connect deeply with clients to enhance their financial confidence and loyalty. As a Personal Banker, you will provide tailored financial advice, address customer inquiries, and act as a key liaison for any issues. Your responsibilities will include engaging clients with insightful questions, maintaining professionalism, and staying updated on industry regulations. Your expertise will contribute to improved service levels and productivity targets. Key Responsibilities: - Advise customers on investment and credit banking solutions - Deepen customer relationships through thoughtful engagement - Provide personalized financial advice to boost confidence - Address customer problems as a primary point of contact - Strive to meet service level agreements and productivity goals Requirements: - High school diploma or one year relevant experience - Completion of IFIC or equivalent necessary - Knowledge of advanced investing and credit processes - Proficiency in MS Office and similar applications - Solid communication and organizational skills Leverage your financial expertise and customer-focused approach to drive positive outcomes as a Personal Banker. Apply on Kit Job: kitjob.ca/job/2pb8bv