58 Jobs Found
Personal Banking Officer Full-time Job
Banking LethbridgeJob Details
Everyday flexibility. Collaborative Connections
CWB is a bank built for business owners
Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us
The opportunity
Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide knowledge, courteous & efficient delivery of CWBs’ products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.
Areas of focus
Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting
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Applying your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control and inputting data.
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Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.
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Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.
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Exercising your financial smarts – helping clients understand banking products in a way that promotes client engagement and true comprehension.
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Learning and expanding your knowledge in a way that contributes to your branch’s success.
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Spreading positive vibes and collaborating with a team you’re proud to be a part of.
Know-how & motivation
You’ve spent 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.
Why work with us?
Your success is our obsession! And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterstone Human Capital’s Most Admired Corporate Culture 2023.
Wellness matters. We offer an award-winning benefits package that includes:
- Hybrid work environments
- Everyday flexibility
- Generous company-funded health coverage
- Health care spending account
- A flexible wellness program
- generous time-away options to unplug, rest & recover
Career development. We commit to our employees’ development and help them reach their professional goals with:
- Organization wide coaching services
- Mentorship
- Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
Closing Date:
* Position closes at 12:01am on the close date identified below.
06/24/2024
Personal Banking Officer
CWB Financial Group
LethbridgeBanking Full-time
Learn More
Personal Banker Full-time Job
Banking WaterlooJob Details
Application Deadline:
06/29/2024
Address:
730 Glen Forrest Boulevard
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
- Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
- Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
- Supports customer transactions needs based on customer traffic.
- Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
- Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
- Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- Working knowledge of personal and small business customer needs and solutions.
- Working knowledge of retail investments and lending products.
- Experience in financial services is an asset.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
- Passionate commitment to helping our customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Compensation and Benefits:
$35,700.00 - $66,100.00
Personal Banker
BMO CANADA
WaterlooBanking Full-time
35,700 - 66,100
Learn More
Banking Advisor Full-time Job
Banking Niagara FallsJob Details
What is the opportunity?
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.
Job Description
What will you do?
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
What do you need to succeed?
Must-have
- Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course)
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.)
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial or service industry
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with RBC
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Address:
3499 PORTAGE RD:NIAGARA FALLS
City:
NIAGARA FALLS
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular – Trainee (Trainee)
Pay Type:
Salaried
Application Deadline:
2024-05-31
Banking Advisor
Royal Bank Of Canada
Niagara FallsBanking Full-time
Learn More
Personal Banker Full-time Job
Banking BrossardJob Details
Application Deadline:
05/30/2024
Address:
1005 boul du Quartier
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
- Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
- Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
- Supports customer transactions needs based on customer traffic.
- Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
- Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
- Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- Working knowledge of personal and small business customer needs and solutions.
- Working knowledge of retail investments and lending products.
- Experience in financial services is an asset.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
- Passionate commitment to helping our customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.
Compensation and Benefits:
$37,500.00 - $69,500.00
Personal Banker
BMO CANADA
BrossardBanking Full-time
37,500 - 69,500
Learn More
Personal Banking Associate Part-time Job
Banking Medicine HatJob Details
Application Deadline:
03/29/2024
Address:
606 2nd St SE
Job Family Group:
Retail Banking Sales & Service
Part time work, 27 hours/week minimum. Candidates should be flexible to work within branch banking hour
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
- Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meets customer transaction-based needs with seamless execution.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Personal Banking Associate
BMO CANADA
Medicine HatBanking Part-time
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Banking Advisor Full-time Job
Banking BrantJob Details
Financial Advisor
At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
What you’ll be doing…
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
What you need to succeed…
- The appetite and drive to build strong customer relationships and deliver excellence customer service
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
- To uncover and solve for customers’ needs
- Mutual Funds licence and working towards the CIFP Diploma
What we’re offering…
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities– for you and our customers.
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- You’ll receive clear, transparent criteria to progress in your career.
- You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.
Banking Advisor
Scotiabank
BrantBanking Full-time
Learn More
Personal Banking Associate Full-time Job
Banking BramptonJob Details
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
- Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Meets customer transaction-based needs with seamless execution.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Application Deadline:
03/09/2024
Address:
9505 Mississauga Rd
Job Family Group:
Retail Banking Sales & Service
Personal Banking Associate
BMO CANADA
BramptonBanking Full-time
Learn More
Client Advisor Full-time Job
Banking OakvilleJob Details
What is the opportunity?
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.
Job Description
What will you do?
- Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to work as one RBC team
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
What do you need to succeed?
Must-have
- Goal-oriented individual with a demonstrated passion for putting clients first.
- Drive and self-motivation, as well as excellent communication skills and emotional intelligence
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Personal flexibility to work flex hours
- Eagerness to learn and determination to succeed
- Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial, service or retail industry
- Mutual Funds accreditation
Is this job right for you? Check out our video and decide for yourself!
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- A world-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Address:
309 HAYS BLVD:OAKVILLE
City:
OAKVILLE
Country:
Canada
Work hours/week:
0
Employment Type:
Part time
Platform:
Personal and Commercial Banking
Job Type:
Casual
Pay Type:
Salaried
Application Deadline:
2024-02-12
Client Advisor
Royal Bank Of Canada
OakvilleBanking Full-time
Learn More
Private Banker Full-time Job
Banking CalgaryJob Details
Job Purpose:
The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. The incumbent has comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs.
This position focuses on generating new clients and the cross-sell, up-sell, and retention of existing high value Wealth Management clients. Responsible for identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies, growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.
The incumbent manages approximately 150 high net worth households. The role is a key business development position with elevated new business objectives for lending, fees, deposits and referrals to business line partners.
Is this role right for you? In this role you will:
1.Lead Portfolio Management and Risk Mitigation by:
- Working directly with Retail credit adjudication (ACE) or with Wealth Credit Solutions for customized credit, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation.
- Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients
- Using knowledge of Scotiabank's diverse products and services to anticipate client needs and proactively deliver solutions through referrals to other Bank partners.
- Managing client relationships to ensure that credit facilities and accounts are operating satisfactorily.
- Proactively identifying and mitigating problem loans, including bringing potential problems under correspondence as soon as identified.
- Acting as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understand of the client's needs, and maintaining SPCG service standards regarding proactive contact, and maintaining the client contact database.
- Serving as a conduit for referrals to the SPCG Team of Experts, and developing multiple service client relationships based on formalized client strategies.
- Acting as a key member of the Centre's Team of Experts, proactively identify and implement strategies to address client needs
2.Drive business development, maintaining a strong market profile with assigned partners and business channels:
- Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.
- Developing and executing new business strategies to attract and retain high net worth clients. Develop client management plans and make referrals that result in deeper client relationships.
- Develop an in-depth understanding of client needs and proactively make referrals to: Private Investment, Counsel, Scotiatrust, ScotiaMcLeod, Hollis Wealth, Commercial and Retail Bank.
- Identifying prospects and referrals from internal and external networks/ COI's
- Maintaining a strong prospect sales pipeline, conducting sales calls and qualification of opportunities based on effective due diligence.
- Engaging and informing client management partners as to changes in client information and priorities.
3.Maintain Operational Effectiveness by:
- Ensuring daily and periodic management controls are in place and effective
- Monitoring non-interest expenses against planned budgets, ensuring that the Manager, Client Services has appropriate and reasonable explanations for variances
- Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions
- Reviewing and resolving client concerns and issues and ensure that the Bank's Customer Complaint Resolution Process is in place and effective.
- Ensuring strict adherence to Bank security procedures, including assigned authorities and limits
- Ensuring compliance with regulatory requirements and guidelines, including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety
- Reporting fraudulent activities, unusual occurrences, issues, deficiencies, or trends as applicable
4.Manage Credit Risk management by:
- Fulfilling all retail credit requests through retail adjudication processes or working with the Wealth Credit Solutions team to develop commercial/customized credit proposals
- Ensuring credit facilities operate within authorized terms and conditions
- Ensuring the Bank's exposure is protected by way of adequate security requirements (if required) and appropriate credit conditions, resolving any issues that may arise. When applicable, escalate concerns to the Team Lead
- Developing sound commercial underwriting skills
- Ensuring security documentation is accurately prepared, complete, registered and renewed as required
5.Contribute to the effective functioning of the Private Banking and Centre team by:
- Participating actively in team learning development activities and team performance achievements
- Building effective working relationships across the team and with various business line and corporate function contacts
- Maintaining a high level of customer service
- Facilitating a culture of open and honest communication
- Actively participating and contributing to touch bases and team meetings
- Encouraging the generation of new ideas and approaches
- Actively share knowledge and experience to enhance the development of all team members
- Developing and executing a meaningful employee development plan
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:
- Minimum 5 years of commercial lending experience and 10 years banking experience
- Established network of High Net Worth clients in the Canadian Banking industry
- The incumbent must have at 3 to 5 years of Managerial Commercial and/or Retail Banking experience, dealing with high net worth clients and sophisticated financing requirements.
- Must be an experienced banker with exceptional interpersonal, leadership and business development skills
- University degree (BComm, MBA , CFA), in addition to industry courses (eg. CSC, PFP, CFP)
Private Banker
Scotiabank
CalgaryBanking Full-time
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Private Banking Associate Full-time Job
Banking TorontoJob Details
What is the opportunity?
As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable our clients to engage with RBC through the channel of their choice.
What will you do?
- You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting
- As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone
- Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner
- Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice
What do you need to succeed?
Must-have
- Minimum of 2 to 3 years of banking experience
- Strong written and verbal communication skills
- Strong working knowledge of Microsoft Office Suite
- Proven client service skills
- Excellent organizational skills
Nice-to-have
- Completion of IFC or CSC
- Post-secondary education in Commerce or Business Administration
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
Job Skills
Communication, Customer Experience (CX), Customer Relationship Management (CRM), Organizing, Teamwork
Private Banking Associate
Royal Bank Of Canada
TorontoBanking Full-time
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Audit Manager, Banking Operations Full-time Job
Banking TorontoJob Details
Business Management
Executes testing to provide insights and recommendations on test results, findings, identified issues, re-performance testing, and continuous improvement insights. Executes testing, monitoring and operational activities of various complexity based on assigned portfolio ensuring adherences to established service levels and standards. This position is focused on banking operations such as Capital markets, Retail Lending etc...
- Influences and negotiates to achieve business objectives.
- Assists in the development of strategic plans.
- Identifies emerging issues and trends to inform decision-making.
- Provides advice and guidance on control effectiveness, program compliance and issue descriptions.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Analyzes data and information to provide insights and recommendations.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Manages the end-to-end test execution of designated programs/engagements.
- Provides input into the planning and implementation of operational programs.
- Executes and/or leads testing and fieldwork that is complex in nature and requires subject matter expertise.
- Reviews control and issue closure testing activities performed by team members to ensure accuracy.
- Executes identified test programs for a variety of specializations to support effective testing & monitoring of controls within business groups and across the Bank.
- Understands the business/group strategy and develops and maintains knowledge of end to end processes.
- Develops knowledge related to program and/or area of specialty.
- Develops and maintains effective relationships with internal & external business partners/stakeholders to execute work and fulfill service delivery expectations.
- Participates in planning and implementation of operational testing programs and executes within required service level agreements and standards.
- Executes work to ensure timely, accurate, and efficient service delivery.
- Ensures consistent, high quality practices/work and the achievement of business results in alignment with business/group strategies and with productivity goals.
- Analyzes root causes of any errors discovered to provide for effective communication of issues to appropriate parties.
- Creates and maintains adequate testing support documentation such as workpapers, testing reports, etc. to support the results of reviews including the write-up of findings/issues for reporting.
- Provides ongoing support to the continuous improvement process of the business unit.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- CIA (Certified Internal Auditor)
- General understanding of the business unit’s risk and regulatory requirements.
- Good understanding of control frameworks and audit methodologies.
- Advanced knowledge of process and/or project management.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
Application Deadline:
03/30/2024
Address:
100 King Street West
Job Family Group:
Business Management
Audit Manager, Banking Operations
BMO CANADA
TorontoBanking Full-time
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Banking Advisor Full-time Job
Banking MontréalJob Details
- Greet clients and answer questions.
- Help clients use our banking applications and ABMs.
- Listen to clients’ needs and resolve situations that may be complex.
- Give advice and offer transaction solutions for Personal Banking clients.
- Demonstrate the ability to build lasting business relationships.
- Ensure client satisfaction and engagement.
- Refer your clients to your specialist colleagues for their specific needs.
- Ensure adherence to compliance and risk management rules.
- Hold a college diploma (DEC) or equivalent
- Customer service experience, inclusive attitude and openness to diversity
- Positive attitude and empathy for clients
- Interest in technology and skilled in sharing knowledge
- Ability to adapt to different situations
Skills
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Your benefits
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- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Telemedicine service
- Virtual sleep clinic
Banking Advisor
National Bank Of Canada
MontréalBanking Full-time
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