Personal Banker Jobs in Richmond, 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.
Personal Banker Trainee - Chinatown - Mandarin and/or Cantonese language skills an asset
- Vancouver, BC (6 miles from Richmond, BC)
- 12 hours ago
- Vancouver, BC (6 miles from Richmond, BC)
- 12 hours 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....
Financial Advisor - CIRO-ID (Urban)
- Vancouver, BC (6 miles from Richmond, BC)
- 1 day ago
- Vancouver, BC (6 miles from Richmond, BC)
- 1 day ago
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning....
Financial Advisor - River District, Vancouver, BC
- Vancouver, BC (6 miles from Richmond, BC)
- 1 day ago
- Vancouver, BC (6 miles from Richmond, BC)
- 1 day ago
Requisition ID: 233253 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Financial Advisor At Scotiabank...
Personal Banker - Mandarin or Cantonese Language Skills an Asset
- Richmond, BC
- 3 days ago
- Richmond, BC
- 3 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....
- Burnaby, BC (9 miles from Richmond, BC)
- 13 days ago
- Burnaby, BC (9 miles from Richmond, BC)
- 13 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....
- Surrey, BC (14 miles from Richmond, BC)
- 14 days ago
- Surrey, BC (14 miles from Richmond, BC)
- 14 days ago
Company: CGIC/Co-operators Department: Retail Sales Employment Type: Temporary Full-Time (48 months) Work Model: Hybrid Language: This role operates in English Additional Information: This/these...
Financial Advisor in Coquitlam, BC
- Coquitlam, BC (15 miles from Richmond, BC)
- 14 days ago
- Coquitlam, BC (15 miles from Richmond, BC)
- 14 days ago
Company: CGIC/Co-operators Department: Retail Sales Employment Type: Regular Full-Time Work Model: Hybrid Language: This role operates in English Job Grade: 0-Not Applicable The Opportunity: As an...
Financial Advisor - Whistler, BC
- Whistler, BC (24 miles from Richmond, BC)
- 25 days ago
- Whistler, BC (24 miles from Richmond, BC)
- 25 days ago
Requisition ID: 231557 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be Financial Advisor At Scotiabank we help...
Financial Advisor-CIRO MFD/AMF (Urban)
- Langley, BC (22 miles from Richmond, BC)
- 28 days ago
- Langley, BC (22 miles from Richmond, BC)
- 28 days ago
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning....
Senior Client Relationship Manager, Commercial Banking - Langley and Fraser Valley area
- Langley, BC (22 miles from Richmond, BC)
- 30+ days ago
- Langley, BC (22 miles from Richmond, BC)
- 30+ days ago
Be part of a team that delivers excellent, responsive, and proactive service to commercial clients in the areas of accounts, operating services, credit, lending and deposits....
Application Deadline: 07/30/2025 Address: 3331 No. 3 Road Job Family Group: Retail Banking Sales & Service Fluency in English and Cantonese/Mandarin preferred....
Senior Client Relationship Manager, Commercial Banking - Burnaby area
- Burnaby, BC (9 miles from Richmond, BC)
- 60+ days ago
- Burnaby, BC (9 miles from Richmond, BC)
- 60+ days ago
Be part of a team that delivers excellent, responsive, and proactive service to commercial clients in the areas of accounts, operating services, credit, lending and deposits....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Richmond, BC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Richmond, BC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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