Job Description & How to Apply Below
Location: Martensville
Transform customer experiences with specialized financial planning in a Senior Personal Banker role. Your expertise in home borrowing will guide clients towards achieving their financial goals in personal banking.
In this position, you will engage in proactive dialogue with clients to uncover their needs and deliver comprehensive banking solutions. Your deep knowledge of Real Estate Secured Lending will allow you to excel in providing sound advice, essential for customer retention. Foster strong relationships with customers and team members alike for optimal results.
Key Responsibilities:
• Support customers through exceptional home borrowing advice
• Actively engage in customer outreach and follow-ups
• Maintain expertise in banking products and policies
• Provide timely and accurate documentation
• Collaborate with the team for enhanced service delivery
Requirements:
• High School diploma or stronger qualification
• 2+ years of related banking experience
• Investment Funds Canada certification recommended
• Financial Services Advice certification preferred
• Excellent communication and interpersonal skills
Your expertise plays a vital role in enriching customer loyalty and navigating financial solutions effectively.
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Position Requirements
10+ Years
work experience
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