Personal Banker Montreal West

Personal Banker (Future Opportunities) - Montreal West

Work Location: Dollard-des-Ormeaux, Quebec, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: 51 400$ / 72 600$ CAD

• 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 financial advice, answering questions, and addressing concerns; raise matters as appropriate to team members or partners while maintaining confidentiality and accuracy.
• 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 to protect the interests of the organization.
• Strive to achieve and improve service level agreements and productivity targets.
• Ensure documents are prepared consistent with relevant regulations and properly reflect business intentions.
• Participate fully as a team member, help build a positive and diverse work environment, assist and mentor others, and address communication issues efficiently.

• High school diploma and/or 1 year of relevant experience.
• Post‑Secondary or Undergraduate degree in a 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 to provide personalized advice to customers in a fast‑paced work environment.
• Proficiency in software tools including MS Office and internet applications.
• Tactful communicator able to exchange ideas and customer information concisely and logically.
• A self‑initiator with strong organizational, planning and time‑management skills.

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.