Personal Banker Jobs in Oakville, ON
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.
- Georgetown, ON (16 miles from Oakville, ON)
- 20 hours ago
- Georgetown, ON (16 miles from Oakville, ON)
- 20 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....
- Grimsby, ON (19 miles from Oakville, ON)
- 1 day ago
- Grimsby, ON (19 miles from Oakville, ON)
- 1 day ago
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...
Then join us as a Senior Personal Banker Investing and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
- Etobicoke, ON (16 miles from Oakville, ON)
- 1 day ago
- Etobicoke, ON (16 miles from Oakville, ON)
- 1 day 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....
Personal Banker- Future Opportunities
- Hamilton, ON (16 miles from Oakville, ON)
- 1 day ago
- Hamilton, ON (16 miles from Oakville, ON)
- 1 day 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....
Personal Banker- Future Opportuinties
- Hamilton, ON (16 miles from Oakville, ON)
- 2 days ago
- Hamilton, ON (16 miles from Oakville, ON)
- 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....
- Toronto, ON (21 miles from Oakville, ON)
- 2 days ago
- Toronto, ON (21 miles from Oakville, ON)
- 2 days ago
Application Deadline: 08/31/2025 Address: 2330 Bloor Street West Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
- Toronto, ON (21 miles from Oakville, ON)
- 2 days ago
- Toronto, ON (21 miles from Oakville, ON)
- 2 days ago
Application Deadline: 09/09/2025 Address: 1500 Royal York Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Senior Financial Advisor - Yonge & St. Clair, Toronto, ON
- Toronto, ON (21 miles from Oakville, ON)
- 7 days ago
- Toronto, ON (21 miles from Oakville, ON)
- 7 days ago
Requisition ID: 232893 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...
- Hamilton, ON (16 miles from Oakville, ON)
- 7 days ago
- Hamilton, ON (16 miles from Oakville, ON)
- 7 days ago
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 value in the...
Senior Financial Advisor - Broadview & Gerrard, Toronto, ON
- Toronto, ON (21 miles from Oakville, ON)
- 9 days ago
- Toronto, ON (21 miles from Oakville, ON)
- 9 days ago
Requisition ID: 232737 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...
Client Service Consultant - Part Time
- Mississauga, ON (9 miles from Oakville, ON)
- 14 days ago
- Mississauga, ON (9 miles from Oakville, ON)
- 14 days ago
Are you a polished customer service professional looking for remote work to help you move further in your career? Are you passionate about customer service and helping people by resolving...
- Binbrook, ON (22 miles from Oakville, ON)
- 16 days ago
- Binbrook, ON (22 miles from Oakville, ON)
- 16 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....
Financial Advisor - Rymal & Upper Centennial
- Hannon, ON (19 miles from Oakville, ON)
- 20 days ago
- Hannon, ON (19 miles from Oakville, ON)
- 20 days ago
Requisition ID: 229649 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...
Financial Advisor CIRO-ID (Urban) (Mandarin)
- Toronto, ON (21 miles from Oakville, ON)
- 22 days ago
- Toronto, ON (21 miles from Oakville, ON)
- 22 days ago
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Oakville, ON
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Oakville, ON 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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