Personal Banker​/Brossard - Mandarin​/Cantonese language skill

Position: Personal Banker - (Future Opportunities Downtown/Brossard) - Mandarin/Cantonese language skill [...]
Location: Brossard

Responsibilities

Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.

Engage customers by asking thoughtful financial questions and create positive experiences to retain and deepen relationships.

Increase customer financial confidence by providing personalized financial advice, answering questions, addressing concerns; raising matters as appropriate.

Act as a point of contact for 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 emerging issues, evolving regulations and industry codes of conduct and participate in process improvement opportunities.

Strive to achieve and improve service level agreements and productivity targets.

Ensure documents are prepared consistent with relevant regulations and reflect business intentions.

Participate as a team member, help build a positive and diverse work environment, assist and mentor others.

Qualifications

High school diploma and/or 1 year of relevant experience.

Post-Secondary or Undergraduate degree in related field is an asset.

Completion of IFIC or equivalent required.

CFSA must be completed within 12 months if hired.

Real estate secured lending and/or investment experience is an asset.

Sound knowledge of advanced investing and credit processes, banking solutions and concepts.

Proficiency in software tools including MS Office and internet application.

Tactful communicator able to exchange ideas and customer information concisely.

Self-initiator with strong organizational, planning and time management skills.

Mandarin/Cantonese language skills are an asset.

Language Requirement (Quebec only)
Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.

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