Personal Banker Jobs in Scarborough, 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.
- Toronto, ON (9 miles from Scarborough, ON)
- 8 hours ago
- Toronto, ON (9 miles from Scarborough, ON)
- 8 hours 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...
Personal Banker Trainee / Manager Personal Financial Services Trainee I
- Toronto, ON (9 miles from Scarborough, ON)
- 1 day ago
- Toronto, ON (9 miles from Scarborough, ON)
- 1 day ago
Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
- Markham, ON (7 miles from Scarborough, ON)
- 5 days ago
- Markham, ON (7 miles from Scarborough, ON)
- 5 days ago
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 (14 miles from Scarborough, ON)
- 5 days ago
- Stouffville, ON (14 miles from Scarborough, ON)
- 5 days ago
management and private banking, corporate and investment banking, and capital markets....
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Financial Advisor CIRO-ID (Secondment / Temporary)
- Toronto, ON (9 miles from Scarborough, ON)
- 5 days ago
- Toronto, ON (9 miles from Scarborough, ON)
- 5 days ago
Management Essentials Course (WME)....
Senior Financial Advisor - Toronto Central (Future Opportunities)
- Toronto, ON (9 miles from Scarborough, ON)
- 6 days ago
- Toronto, ON (9 miles from Scarborough, ON)
- 6 days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
- Etobicoke, ON (16 miles from Scarborough, ON)
- 6 days ago
- Etobicoke, ON (16 miles from Scarborough, ON)
- 6 days ago
management and private banking, corporate and investment banking, and capital markets....
Sr. Financial Advisor CIRO-MFD (Urban)
- Toronto, ON (9 miles from Scarborough, ON)
- 8 days ago
- Toronto, ON (9 miles from Scarborough, ON)
- 8 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...
- Toronto, ON (9 miles from Scarborough, ON)
- 21 days ago
- Toronto, ON (9 miles from Scarborough, ON)
- 21 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 - Major Mackenzie & 404, Markham, ON
- Markham, ON (7 miles from Scarborough, ON)
- 28 days ago
- Markham, ON (7 miles from Scarborough, ON)
- 28 days ago
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - Downtown Toronto
- Toronto, ON (9 miles from Scarborough, ON)
- 30+ days ago
- Toronto, ON (9 miles from Scarborough, ON)
- 30+ days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Markville Shopping Centre, Markham, ON
- Markham, ON (7 miles from Scarborough, ON)
- 30+ days ago
- Markham, ON (7 miles from Scarborough, ON)
- 30+ days ago
management and private banking, corporate and investment banking, and capital markets....
Bilingual French Client Service Consultant
- Mississauga, ON (24 miles from Scarborough, ON)
- 45+ days ago
- Mississauga, ON (24 miles from Scarborough, ON)
- 45+ 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...
- Mississauga, ON (24 miles from Scarborough, ON)
- 45+ days ago
- Mississauga, ON (24 miles from Scarborough, ON)
- 45+ 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...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Scarborough, ON
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Scarborough, 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
- Risk Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- Listening
- High School Diploma
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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