Personal Banker Jobs in British Columbia
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 / Manager Personal Financial Services Trainee I
- Vancouver, BC
- 1 hour ago
- Vancouver, BC
- 1 hour 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....
Requisition ID: 220971 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...
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...
Requisition ID: 220539 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior Financial Advisor At...
Job Summary Job Description Note: This posting will be used to fill Financial Advisor positions in the West Vancouver Community at any of these three branches: West Vancouver Main, Park Royal and...
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...
Requisition ID: 220412 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...
Application Deadline: 03/22/2025 Address: 4567 Lougheed Hwy, Unit 546 Job Family Group: Retail Banking Sales & Service Join our team where you can Boldly Grow the Good and Be a part of BMO's customer...
Requisition ID: 220390 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...
Requisition ID: 219796 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...
Requisition ID: 219788 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior Financial Advisor At...
Personal Banker - Mandarin and/or Cantonese language skills an asset
- Vancouver, BC
- 11 days ago
- Vancouver, BC
- 11 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....
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....
Requisition ID: 219463 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...
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...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in British Columbia
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in British Columbia 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Fraud Investigation
- Investment Management
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Interpersonal Skills
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »