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.
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
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....
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
Personal Banker Trainee- Future Opportunities Red Deer
- Red Deer, AB
- 2 days ago
- Red Deer, AB
- 2 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....
Application Deadline: 03/31/2025 Address: 145 Ordze Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
management and private banking, corporate and investment banking, and capital markets....
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...
Permanent Full Time - Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms....
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....
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....
- Lethbridge, AB
- 9 days ago
- Lethbridge, AB
- 9 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....
Job Summary Job Description What is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSPs, Deferred...
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
- Business Planning
- 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Interpersonal Skills
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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