Personal Banker Jobs in New Westminster, BC
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.
Financial Advisor Build Your Own Business Empire
- North Vancouver, BC (10 miles from New Westminster, BC)
- 14 hours ago
- North Vancouver, BC (10 miles from New Westminster, BC)
- 14 hours ago
Financial Advisor Build Your Own Business Empire Location: North Vancouver, BC Job Type: Commission-Based | Self-Employed | Flexible Schedule Description: Are you passionate about finance and...
- Burnaby, BC (3 miles from New Westminster, BC)
- 15 hours ago
- Burnaby, BC (3 miles from New Westminster, BC)
- 15 hours ago
Application Deadline: 05/10/2025 Address: 7075 Kingsway Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Financial Advisor CIRO-ID (urban)
- Langley, BC (13 miles from New Westminster, BC)
- 1 day ago
- Langley, BC (13 miles from New Westminster, BC)
- 1 day ago
Management Essentials Course (WME)....
- Richmond, BC (10 miles from New Westminster, BC)
- 1 day ago
- Richmond, BC (10 miles from New Westminster, BC)
- 1 day ago
Job Summary Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding...
Senior Client Relationship Manager, Commercial Banking - Metro Vancouver
- Vancouver, BC (9 miles from New Westminster, BC)
- 1 day ago
- Vancouver, BC (9 miles from New Westminster, BC)
- 1 day ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - Burrard Branch
- Vancouver, BC (9 miles from New Westminster, BC)
- 2 days ago
- Vancouver, BC (9 miles from New Westminster, BC)
- 2 days ago
management and private banking, corporate and investment banking, and capital markets....
Client Relationship Manager, Commercial Banking - Burnaby/New Westminster area
- New Westminster, BC
- 2 days ago
- New Westminster, BC
- 2 days ago
The incumbent will interact primarily with various internal partners which include Global Transaction Banking, Business Banking, Retail, Wealth Management, Global Banking and Markets, Cash Management...
Client Relationship Manager, Commercial Banking - Richmond
- Richmond, BC (10 miles from New Westminster, BC)
- 2 days ago
- Richmond, BC (10 miles from New Westminster, BC)
- 2 days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Kingsway & Victoria Branch
- Vancouver, BC (9 miles from New Westminster, BC)
- 3 days ago
- Vancouver, BC (9 miles from New Westminster, BC)
- 3 days ago
management and private banking, corporate and investment banking, and capital markets....
- Vancouver, BC (9 miles from New Westminster, BC)
- 14 days ago
- Vancouver, BC (9 miles from New Westminster, BC)
- 14 days ago
This is an opportunity to join the Canada Retirement team at Manulife. The CRM is a key field office relationship management role supporting the overall client experience and retention of...
- Vancouver, BC (9 miles from New Westminster, BC)
- 24 days ago
- Vancouver, BC (9 miles from New Westminster, BC)
- 24 days ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Financial Advisor - Park Royal, West Vancouver, BC
- West Vancouver, BC (15 miles from New Westminster, BC)
- 28 days ago
- West Vancouver, BC (15 miles from New Westminster, BC)
- 28 days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - CIRO ID (Urban)
- Vancouver, BC (9 miles from New Westminster, BC)
- 90+ days ago
- Vancouver, BC (9 miles from New Westminster, BC)
- 90+ days ago
Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Westminster, BC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Westminster, BC 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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