Personal Banker Jobs in Longueuil, QC
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- St-Jean-Sur-Richelieu
- Richelieu, QC (13 miles from Longueuil, QC)
- 1 day ago
- Richelieu, QC (13 miles from Longueuil, QC)
- 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....
- Richelieu, QC (13 miles from Longueuil, QC)
- 8 days ago
- Richelieu, QC (13 miles from Longueuil, QC)
- 8 days ago
Application Deadline: 08/28/2025 Address: 991 boul du Seminaire nord Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
- Laval, QC (13 miles from Longueuil, QC)
- 14 days ago
- Laval, QC (13 miles from Longueuil, QC)
- 14 days ago
Company: CGIC Department: Home and Auto Employment Type: Regular Full-Time Work Model: Hybrid Language: Bilingualism in English and French is required. Additional Information: This/these role(s)...
Personal Banker Trainee - Duvernay
- Laval, QC (13 miles from Longueuil, QC)
- 15 days ago
- Laval, QC (13 miles from Longueuil, QC)
- 15 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....
- Boucherville, QC (4 miles from Longueuil, QC)
- 24 days ago
- Boucherville, QC (4 miles from Longueuil, QC)
- 24 days ago
Expected End Date 2025-08-27 Job Location Boucherville Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending...
Personal Banker Trainee / Manager Personal Financial Services Trainee - Dorval
- Montreal, QC (5 miles from Longueuil, QC)
- 30+ days ago
- Montreal, QC (5 miles from Longueuil, QC)
- 30+ days ago
with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the personal...
- Montreal, QC (5 miles from Longueuil, QC)
- 30+ days ago
- Montreal, QC (5 miles from Longueuil, QC)
- 30+ 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....
Senior Financial Advisor - Lasalle
- Lasalle, QC (9 miles from Longueuil, QC)
- 30+ days ago
- Lasalle, QC (9 miles from Longueuil, QC)
- 30+ days ago
Job Location LaSalle-7077,Boul,Newman Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio...
Financial Advisor, Investment & Retirement Planning - Chabanel West Branch
- Montreal, QC (5 miles from Longueuil, QC)
- 30+ days ago
- Montreal, QC (5 miles from Longueuil, QC)
- 30+ days ago
Requisition ID: 229927 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As an Investment & Personal Banking Specialist,...
Senior Financial Advisor - Brossard
- Brossard, QC (5 miles from Longueuil, QC)
- 45+ days ago
- Brossard, QC (5 miles from Longueuil, QC)
- 45+ days ago
Date 2025-07-14 Job Location Brossard-Place Portobello Employment Type Regular Weekly Hours 37.5 Skills Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending...
Personal Banker Trainee - Centropolis (Laval)
- Laval, QC (13 miles from Longueuil, QC)
- 45+ days ago
- Laval, QC (13 miles from Longueuil, QC)
- 45+ 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....
Personal Banker - Future Opportunities (Laval, Ville Saint-Laurent)
- Laval, QC (13 miles from Longueuil, QC)
- 45+ days ago
- Laval, QC (13 miles from Longueuil, QC)
- 45+ 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....
- Montreal, QC (5 miles from Longueuil, QC)
- 60+ days ago
- Montreal, QC (5 miles from Longueuil, QC)
- 60+ days ago
You are as unique as your background, experience and point of view. Here, youll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their...
- Montreal, QC (5 miles from Longueuil, QC)
- 90+ days ago
- Montreal, QC (5 miles from Longueuil, QC)
- 90+ days ago
with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the personal...
Personal Banker - St-Hubert & Belanger
- Montreal, QC (5 miles from Longueuil, QC)
- 90+ days ago
- Montreal, QC (5 miles from Longueuil, QC)
- 90+ 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....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Longueuil, QC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Longueuil, QC 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
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 »