Personal Banker Jobs in Maple Ridge, 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.
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - Vancouver & Richmond Future Opportunities
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 1 day ago
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 1 day ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor IIROC-ID (Urban)
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 1 day ago
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 1 day ago
Management Essentials Course (WME)....
- North Vancouver, BC (22 miles from Maple Ridge, BC)
- 2 days ago
- North Vancouver, BC (22 miles from Maple Ridge, BC)
- 2 days ago
Job Summary Job Description What will you do? Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues...
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Senior Financial Advisor - Vancouver and Richmond Branches (Future Opportunities)
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 2 days ago
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 2 days ago
management and private banking, corporate and investment banking, and capital markets....
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 3 days ago
- Vancouver, BC (23 miles from Maple Ridge, 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....
Senior Financial Advisor - Broadway & Oak Branch
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 6 days ago
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 6 days ago
management and private banking, corporate and investment banking, and capital markets....
- Burnaby, BC (17 miles from Maple Ridge, BC)
- 7 days ago
- Burnaby, BC (17 miles from Maple Ridge, BC)
- 7 days 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 (3 miles from Maple Ridge, BC)
- 8 days ago
- Langley, BC (3 miles from Maple Ridge, BC)
- 8 days ago
Management Essentials Course (WME)....
Senior Financial Advisor - Kingsway & Victoria Branch
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 10 days ago
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 10 days ago
management and private banking, corporate and investment banking, and capital markets....
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 21 days ago
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 21 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...
Senior Financial Advisor - CIRO ID (Urban)
- Vancouver, BC (23 miles from Maple Ridge, BC)
- 90+ days ago
- Vancouver, BC (23 miles from Maple Ridge, 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 Maple Ridge, BC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Maple Ridge, 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
- Mortgage Lending
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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