Personal Banker Trainee - Future Opportunities (Richmond Hill, Aurora, Newmarket)

Responsibilities

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
• By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships.
• Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy.
• Act as a point of contact for the frontline staff in handling customer problems.
• Maintain professional space in common areas as per marketing and regulatory guidelines.
• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
• Stay knowledgeable about emergi...