Personal Banker Jobs in West Vancouver, 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.
Senior Financial Advisor - Park Royal Branch
- West Vancouver, BC
- 7 hours ago
- West Vancouver, BC
- 7 hours ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - MFDA/AMF (Urban)
- Vancouver, BC (7 miles from West Vancouver, BC)
- 1 day ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 1 day ago
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...
Client Relationship Manager, Commercial Banking - Metro Vancouver
- Vancouver, BC (7 miles from West Vancouver, BC)
- 3 days ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 3 days ago
The incumbent will interact primarily with various internal partners which include Global Transaction Banking, Business Banking, Retail, Wealth Management, Global Banking and Markets, Cash Management...
Financial Advisor - Vancouver & Richmond Future Opportunities
- Vancouver, BC (7 miles from West Vancouver, BC)
- 5 days ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 5 days ago
management and private banking, corporate and investment banking, and capital markets....
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Financial Advisor IIROC-ID (Urban)
- Vancouver, BC (7 miles from West Vancouver, BC)
- 6 days ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 6 days ago
Management Essentials Course (WME)....
- North Vancouver, BC (5 miles from West Vancouver, BC)
- 7 days ago
- North Vancouver, BC (5 miles from West Vancouver, BC)
- 7 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...
Senior Financial Advisor - Vancouver and Richmond Branches (Future Opportunities)
- Vancouver, BC (7 miles from West Vancouver, BC)
- 7 days ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 7 days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Broadway & Oak Branch
- Vancouver, BC (7 miles from West Vancouver, BC)
- 11 days ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 11 days ago
management and private banking, corporate and investment banking, and capital markets....
- Burnaby, BC (11 miles from West Vancouver, BC)
- 12 days ago
- Burnaby, BC (11 miles from West Vancouver, BC)
- 12 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....
Client Relationship Manager, Commercial Banking - Richmond
- Richmond, BC (13 miles from West Vancouver, BC)
- 14 days ago
- Richmond, BC (13 miles from West Vancouver, BC)
- 14 days ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - CIRO-ID (Urban)
- Vancouver, BC (7 miles from West Vancouver, BC)
- 14 days ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 14 days ago
Management Essentials Course (WME)....
- Vancouver, BC (7 miles from West Vancouver, BC)
- 26 days ago
- Vancouver, BC (7 miles from West Vancouver, BC)
- 26 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...
Financial Advisor - Park Royal, West Vancouver, BC
- West Vancouver, BC
- 30+ days ago
- West Vancouver, BC
- 30+ days ago
management and private banking, corporate and investment banking, and capital markets....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in West Vancouver, BC
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in West Vancouver, 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
- 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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