Personal Banker Jobs in Markham, 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.
- Richmond Hill, ON (7 miles from Markham, ON)
- 15 hours ago
- Richmond Hill, ON (7 miles from Markham, ON)
- 15 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....
Application Deadline: 05/14/2025 Address: 292 Verdale Crossing, Unit 104 Job Family Group: Retail Banking Sales & Service Successful Candidates are expected to be extremely outgoing and flexible to...
Senior Financial Advisor - Stouffville
- Stouffville, ON (7 miles from Markham, ON)
- 17 hours ago
- Stouffville, ON (7 miles from Markham, ON)
- 17 hours ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor CIRO-ID (Secondment / Temporary)
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
Management Essentials Course (WME)....
/23191/8cbfc248-9784-44a5-ac24-cb67cf0218a5.png&z=8&s=BNK&ih_t=5%2F9%2F2025+11%3A15%3A03+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-portfolio&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Senior Financial Advisor - Toronto Central (Future Opportunities)
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
- Toronto, ON (14 miles from Markham, ON)
- 1 day ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
- Etobicoke, ON (19 miles from Markham, ON)
- 1 day ago
- Etobicoke, ON (19 miles from Markham, ON)
- 1 day ago
management and private banking, corporate and investment banking, and capital markets....
Sr. Financial Advisor CIRO-MFD (Urban)
- Toronto, ON (14 miles from Markham, ON)
- 3 days ago
- Toronto, ON (14 miles from Markham, ON)
- 3 days 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...
Sr. Financial Advisor CIRO-ID (Urban)
- Toronto, ON (14 miles from Markham, ON)
- 7 days ago
- Toronto, ON (14 miles from Markham, ON)
- 7 days ago
Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire....
Financial Advisor - Toronto Downtown
- Toronto, ON (14 miles from Markham, ON)
- 11 days ago
- Toronto, ON (14 miles from Markham, ON)
- 11 days ago
Job Summary Job Description Financial Advisor- Toronto Downtown ** As we have many branch locations across this market, we are hiring multiple candidates for this position. You will be required to...
- Toronto, ON (14 miles from Markham, ON)
- 17 days ago
- Toronto, ON (14 miles from Markham, ON)
- 17 days 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...
Senior Financial Advisor - Islington & Rexdale, Etobicoke, ON
- Etobicoke, ON (19 miles from Markham, ON)
- 17 days ago
- Etobicoke, ON (19 miles from Markham, ON)
- 17 days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Major Mackenzie & 404, Markham, ON
- Markham, ON
- 23 days ago
- Markham, ON
- 23 days ago
management and private banking, corporate and investment banking, and capital markets....
Virtual Financial Advisor - Scarborough
- Scarborough, ON (7 miles from Markham, ON)
- 24 days ago
- Scarborough, ON (7 miles from Markham, ON)
- 24 days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Scarborough (Future Opportunities)
- Scarborough, ON (7 miles from Markham, ON)
- 27 days ago
- Scarborough, ON (7 miles from Markham, ON)
- 27 days ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - Downtown Toronto
- Toronto, ON (14 miles from Markham, ON)
- 28 days ago
- Toronto, ON (14 miles from Markham, ON)
- 28 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 Markham, ON
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Markham, ON 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
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Mortgage Processing
- Cross Selling
- 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
- Telephone Skills
- Negotiation
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- 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 »