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Personal Banker Full-time Job

BMO CANADA

Banking   Dorval
Job 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.

  • 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.

 

Application Deadline:

02/15/2024

 

 

Address:

274 avenue Dorval

 

 

Job Family Group:

Retail Banking Sales & Service

 

 

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.

Personal Banker

BMO CANADA
Dorval
  Banking Full-time
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...
Learn More
Feb 2nd, 2024 at 10:06

Private Banking Associate Full-time Job

Royal Bank Of Canada

Banking   Waterloo
Job 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 in English

  • 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

 

Private Banking Associate roles may  permit hybrid work arrangements after a training period.

 

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

Private Banking Associate

Royal Bank Of Canada
Waterloo
  Banking Full-time
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 incom...
Learn More
Jan 30th, 2024 at 11:44

Branch Manager Full-time Job

BMO CANADA

Banking   Toronto
Job Details

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.

  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • Ensures alignment between values and behaviour that fosters diversity and inclusion.
  • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attracts, retains, and enables the career development of top talent.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
  • Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
  • Conducts cold calls to prospective customers to develop new customer relationships.
  • Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
  • Supports the Bank’s community involvement and participates in community activities.
  • Maintains a high-touch relationship with key branch customers and prospects within the market.
  • Resolves customer related issues using knowledge of bank services, products, and processes.
  • Fulfills sales and service activities for the customer in accordance with approved procedures.
  • Builds the business plan for the branch.
  • Influences and negotiates to achieve business objectives.
  • Identifies emerging issues and trends to inform decision-making.
  • Implements, reviews, and revises work plans.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Ensures alignment between stakeholders.
  • Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
  • Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Communicates goals, plans, and assignments to achieve financial and customer service goals.
  • Leads the implementation of new programs, products and processes within the branch.
  • Coordinates the implementation of national and regional sales and service initiatives.
  • Monitors the service request and problem resolution processes for adherence to national standards.
  • Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
  • Plans and controls unit operating expenses in accordance with forecasts.
  • Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
  • Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
  • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
  • Builds effective relationships with internal/external stakeholders.
  • Maintains the confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with all legal and regulatory requirements for the jurisdiction.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Previous supervisory or management experience - preferred.
  • In-depth knowledge of retail banking products and services.
  • Advanced knowledge of competitive marketplace and trends in product offerings.
  • Working knowledge of branch operational processes and policies.
  • Working knowledge of branch technologies, processes, and performance metrics.
  • Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Technical proficiency gained through education and/or 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.

Branch Manager

BMO CANADA
Toronto
  Banking Full-time
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and servi...
Learn More
Jan 26th, 2024 at 10:20

Personal Banking Associate Full-time Job

BMO CANADA

Banking   Goderich
Job 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.

Personal Banking Associate

BMO CANADA
Goderich
  Banking Full-time
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...
Learn More
Jan 26th, 2024 at 10:04

Senior Manager, HR Solutions & Business Value Full-time Job

Scotiabank

Banking   Toronto
Job Details

Purpose:

 

Scotiabank, a leading global financial institution committed to empowering its customers and communities, is seeking an experienced and empathetic individual to join our Human Resources team as a Senior Manager, HR Solutions & Business Value. In this role, you will bring prior experience as an HR business partner and / or consultant to deliver value and provide strategic guidance within our Global Banking & Markets (GBM) and global HRBP group. GBM provides corporate clients with lending and transaction services, investment banking advice and access to capital markets. GBM is a full-service wholesale bank in the Americas, serving clients across Canada, the United States, Latin America, Europe and Asia-Pacific.

 

Key Accountabilities:
 

  • Partner closely with / act as a trusted advisor to leaders and HRBPs, nurturing agility and a 'build once, use many' mindset to drive innovation and scale.
  • Collaborate within the Global HR Business Partner group and across Total Rewards, Talent Management, and HR Services.
  • Shape, influence and align HR strategies and solutions with the overall goals and objectives of Global Banking and Markets.
  • Enable multiple HR priorities – such as talent and succession planning, employee listening, and year-end – to meet targets and deadlines.
  • Define problems and champion a user-centric approach to develop and implement innovative HR solutions in a team-based setting.
  • Use data to identify patterns and trends, measure the impact of HR solutions and make data-driven recommendations to enhance business value.
  • Research and share industry trends and emerging practices related to HR, agile product delivery, human centered design, data and analytics, and generative AI.

 

Experience / Education:

 

  • Minimum of 8 years’ experience in any combination of HR business partner and / or consulting with a desire to understand the unique dynamics within GBM.
  • Practice in applying agile methodologies and human-centered design principles to drive innovation, foster collaboration and optimize pace. 
  • Excellent interpersonal and communication skills, with a track record of building strong relationships that impact and influence stakeholders at all levels.
  • Strong problem-solving and decision-making abilities, with a focus on delivering practical and effective solutions that drive business value.
  • Proficiency in data analysis and interpretation, with the ability to leverage HR metrics to shape and influence decision-making.
  • Passion for diversity, equity, and inclusion, with a track record of fostering kind, friendly, and respectful team-based environments where everyone feels safe to speak up.
     

Senior Manager, HR Solutions & Business Value

Scotiabank
Toronto
  Banking Full-time
Purpose:   Scotiabank, a leading global financial institution committed to empowering its customers and communities, is seeking an experienced and empathetic individual to join our...
Learn More
Jan 26th, 2024 at 09:16

Private Banking Associate Full-time Job

Royal Bank Of Canada

Banking   Waterloo
Job 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 in English

  • 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

 

Private Banking Associate roles may permit hybrid work arrangements after a training period if the employee is able to meet the following requirements:

  • Employee, whether in a sole or multiple occupancy residence, must work in a private space where confidential client and / or employee information is not visible or audible to anyone other than the employee.

  • Employee must ensure that their remote workplace has proper connectivity and that the bandwidth meets RBC requirements for working remotely (25mbps download speed and 10mbps upload speed).

  • Employee must have the ability to plug their RBC computer directly to the modem with a maximum ethernet cable no longer than 10 feet.

 

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

Private Banking Associate

Royal Bank Of Canada
Waterloo
  Banking Full-time
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 incom...
Learn More
Jan 25th, 2024 at 15:39

Team Manager, Talent Acquisition Full-time Job

Scotiabank

Banking   Toronto
Job Details

Purpose

 

As the Team Manager, Talent Acquisition (TA) you will work closely with the Senior Manager, Talent Acquisition to lead a large high performing TA team that supports Contact Centres and other agile teams to execute and deliver on talent acquisition strategies, continuously improve processes and efficiencies, and elevate the talent acquisition function to the business. You will be accountable for the day to day coaching, mentoring, and performance management of the TA Consultants.

 

Is this the right role for you?

 

  • Provide day to day coaching and mentorship to a team of Talent Acquisition Consultants, to ensure all service level agreements, scorecards and other measurements are being achieved
  • Develops and on-boards TA team, develops training programs for TA and is a champion of a continuous improvement mindset when it comes to recruitment processes
  • Drive the execution of business/geography/function recruitment and proactive sourcing strategy for specific business lines
  • Manage escalations and issues (e.g. business-related questions and complexities with certain hiring scenarios) and ensures recruitment activities are delivered in compliance with legislative requirements
  • Build a fun yet high performance environment that attracts, develops and motivates team by fostering and inclusive work culture
  • Drive the end-to end recruitment process for a high-volume portfolio, including intake sessions with hiring manager’s, communication with candidates, interviews, assessments, offer management and negotiation, and onboarding process
  • Partner with Senior Manager to enable the TA team to be forward thinking and engaged with the business leaders
  • Partner with Sourcing to proactively source and attract candidates through various channels and build a pipeline of candidates for all critical, difficult to fill and complex roles.
  • Champion a customer focused culture to deepen client relationships, leveraging the broader bank’s relationships, systems and knowledge
  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

 

Do you have the skills that will enable you to succeed?

 

  • You have at least 5 years of progressive recruitment experience
  • You have experience mentoring and coaching team members, leading project teams, and/or managing a team
  • You’re an expert in what you do; you have your finger on the pulse so that you can provide high quality market intelligence to ensure that you’re a trusted adviser to your business, network and the candidates that you represent
  • You enjoy building rapport with the candidates and enjoy building relationships with your clients. You put the candidate experience first; you understand the importance of creating positive experiences, regardless of whether your candidate is a hired
  • You have a strong sense of urgency in this competitive market  
  • You have expertise in behavioural interviewing techniques
  • You have a Post-secondary degree or diploma in a related field
  • You believe life is all about learning and you still have a lot to learn
  • You are self-aware and personal growth is important to you
  • You enjoy improving process, making things simple and are aware of the latest trends in the market
  • You enjoy being a coach

 

What's in it for you?

 

  • We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
  • We provide you with the tools needed to create best in class candidate experiences
  • This isn't your typical "corporate" job. We work hard, and we have fun!
  • We offer a competitive total rewards package that includes a base salary, a performance bonus, company matching programs (on pension & employee profit sharing), vacation days, personal & sick days, maternity leave top-ups and much more

Team Manager, Talent Acquisition

Scotiabank
Toronto
  Banking Full-time
Purpose   As the Team Manager, Talent Acquisition (TA) you will work closely with the Senior Manager, Talent Acquisition to lead a large high performing TA team that supports Conta...
Learn More
Jan 24th, 2024 at 13:53

Manager, Credit Structures Full-time Job

Royal Bank Of Canada

Banking   Montréal
Job Details

Job Description

**The candidate must be mobile for the Greater Montreal area and the surrounding area**

 

What is the opportunity?

As Manager, Credit Structures, you will be a credit professional providing innovative credit solutions, professional value-added advice, and credit expertise to Private Banking clients. You will be responsible for Private Banking client credit relationships and focused on winning as One RBC by introducing clients to the right solutions, partners, and capabilities at the right time.

 

What will you do?

  • Provide high-end relationship management and credit advice to high net worth Canadians following all five principles of the Black Card Experience
  • Deliver a superior, professional, best-in-class credit experience through excellence in completing deep-discovery conversations with clients regarding their credit needs, analyzing the various options while leveraging the tools at your disposal, and presenting solutions centered on credit advice
  • Provide proactive credit advice to all Private Banking clients and develop innovative and creative credit solutions
  • Prepare and submit comprehensive and accurate credit proposals for approval with a sense of urgency, supported by required due diligence and analysis of financial statements
  • Lead the discussion with clients around mortgage renewals and process client requests
  • Proactively manage credit renewals by submitting files within deadlines

 

What do you need to succeed?

Must-have

  • A minimum of 5 years of experience in credit granting to personal and/or business clients
  • Proven ability to analyze financial statements
  • Excellent written and verbal communication skills in both English and French
  • This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market
  • Superior client relationship management skills

 

Nice-to-have

  • Knowledge and understanding of RBC Private Banking financing products, credit/risk procedures, guidelines, and standards
  • Experience working with high net worth clients
  • Experience in Commercial and/or Capital Markets

 

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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities       
  • Access to a variety of job opportunities across business and geographies

Manager, Credit Structures

Royal Bank Of Canada
Montréal
  Banking Full-time
Job Description **The candidate must be mobile for the Greater Montreal area and the surrounding area**   What is the opportunity? As Manager, Credit Structures, you will be a cred...
Learn More
Jan 23rd, 2024 at 12:31

Private Banking Associate Full-time Job

Royal Bank Of Canada

Banking   Regina
Job 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.

 

** Please be advised this is a 12 month replacement position **

 

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 in English

  • 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

 

 

Job Skills

Private Banking Associate

Royal Bank Of Canada
Regina
  Banking Full-time
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 incom...
Learn More
Jan 23rd, 2024 at 12:28

Personal Banking Associate Full-time Job

BMO CANADA

Banking   Saskatoon
Job Details

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.

  • 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
Saskatoon
  Banking Full-time
Retail Banking Sales & Service         Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financi...
Learn More
Jan 23rd, 2024 at 08:23

Branch Manager Full-time Job

Scotiabank

Banking   North Bay
Job Details

As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the branch’s personal and business portfolio.


Is this role right for you? In this role, you will:

  • Be passionate about leading and developing a team that will build and strengthen existing and new customer relationships by providing financial advice
  • Assist with building and strengthening existing and new customer relationships, through coaching, training and observation
  • Coach your team to success, both on an individual basis as well as for the Branch/Bank
  • Manage and minimize the Bank’s exposure to risk
  • Oversee the implementation of the Bank’s policies, practices, special initiatives and procedures


Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • Experience as a people manager and the ability to engage your team
  • Experience in both personal and small business banking
  • Solid sales management experience and the ability to market Scotiabank
  • The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers
  • A license to sell mutual funds
  • Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent)
  • Completed the educational requirements needed to assume the role of Branch Compliance Officer


What’s in it for you?

  • You are in a key leadership role that is recognized by the Bank with a comprehensive compensation plan.
  • Ability to make a lasting impact on both the branch staff and the customers.
  • An inclusive culture where we value and recognize our employees’ contributions

Branch Manager

Scotiabank
North Bay
  Banking Full-time
As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of...
Learn More
Jan 19th, 2024 at 08:39

Private Banking Associate Full-time Job

Royal Bank Of Canada

Banking   Waterloo
Job 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 in English

  • 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

Private Banking Associate

Royal Bank Of Canada
Waterloo
  Banking Full-time
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 incom...
Learn More
Jan 18th, 2024 at 04:59

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