Personal Banker Trainee

Kick-start your banking career as a Personal Banker Trainee in Burlington, Ontario. Build customer relationships and provide tailored financial advice to help clients achieve their goals.

This role focuses on connecting with customers and delivering personalized financial solutions. As a Personal Banker Trainee, you’ll engage clients through thoughtful questions and positive interactions, enhancing their confidence in financial decisions. You’ll also serve as a contact point for frontline staff, ensuring a smooth resolution to client queries while maintaining regulatory compliance in presentation spaces.

Key Responsibilities:

• Advise customers on investment and credit banking options

• Engage clients with insightful financial questions

• Provide personalized financial advice for confidence boosting

• Prepare documents in line with regulations

• Participate in team initiatives and mentoring efforts

Requirements:

• High school diploma with 1 year relevant experience

• Post-secondary or undergraduate degree is an asset

• Completion of IFIC or equivalent required

• Knowledge in real-estate lending is a plus

• Proficiency in MS Office applications

Develop your skills in financial advising and customer engagement as a Personal Banker Trainee in Burlington.
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