Personal Banker Jobs in Alberta
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
Application Deadline: 04/29/2025 Address: 20 Longview Common SE Unit 410 Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Ensure clients investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business...
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Beddington Towne Centre Calgary Branch
- Calgary, AB
- 7 days ago
- Calgary, AB
- 7 days ago
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
Client Relationship Manager, Commercial Banking - Edmonton
- Edmonton, AB
- 14 days ago
- Edmonton, AB
- 14 days ago
management and private banking, corporate and investment banking, and capital markets....
Base + Comm - This position oversees the pro-active client experience for large complex and strategic Group Retirement Services customers. You will oversee targeted communications,...
Job Summary Job Description Financial Advisor What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business...
Sr. Financial Advisor - CIRO-ID CSC ( Commerce Place, North Town Centre, Sherwood Park )
- Edmonton, AB
- 20 days ago
- Edmonton, AB
- 20 days ago
Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire....
Management Essentials Course (WME)....
Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
Personal Banker Trainee / Manager Personal Financial Services Trainee I
- Bonnyville, AB
- 24 days ago
- Bonnyville, AB
- 24 days ago
Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
management and private banking, corporate and investment banking, and capital markets....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Alberta
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Alberta offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Mortgage Lending
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Fraud Investigation
- Financial Planning
- Cash Handling
- Complaint Resolution
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Negotiation
- Telephone Skills
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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