Personal Banker (Future Opportunities) - Montreal East

Overview

Are you passionate about connecting personally with customers to help them achieve their financial goals? Do you enjoy exploring and understanding investment options that best suit customers' needs? Join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

Responsibilities

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
• Engage with customers by asking thoughtful financial questions and create positive experiences to retain and deepen relationships.
• Increase customer financial confidence by providing personalized advice, answering questions, addressing concerns, and escalating matters appropriately while maintaining confidentiality and accuracy.
• Serve as a point of contact for frontline staff in handling cus...