Personal Banker Jobs in Stittsville, 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.
- Carleton Place, ON (14 miles from Stittsville, ON)
- 2 days ago
- Carleton Place, ON (14 miles from Stittsville, ON)
- 2 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 - Carling & Woodroffe, Ottawa, ON
- Ottawa, ON (13 miles from Stittsville, ON)
- 3 days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 3 days ago
Requisition ID: 219987 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior Financial Advisor At...
Personal Banker- Gatineau, Montee Paiement
- Gatineau, QC (17 miles from Stittsville, ON)
- 4 days ago
- Gatineau, QC (17 miles from Stittsville, ON)
- 4 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- Gatineau, La Gappe
- Gatineau, QC (17 miles from Stittsville, ON)
- 4 days ago
- Gatineau, QC (17 miles from Stittsville, ON)
- 4 days ago
Work Location: Gatineau, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 52 700$/$52,700 - 74 400$/$74,400 CAD TD is committed to providing fair and...
Senior Financial Advisor - Carling & Kirkwood, Ottawa, ON
- Ottawa, ON (13 miles from Stittsville, ON)
- 8 days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 8 days ago
Requisition ID: 219505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior Financial Advisor At...
Senior Financial Advisor - Beacon Hill, ON
- Ottawa, ON (13 miles from Stittsville, ON)
- 8 days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 8 days ago
Requisition ID: 219574 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior Financial Advisor At...
- Carp, ON (7 miles from Stittsville, ON)
- 10 days ago
- Carp, ON (7 miles from Stittsville, ON)
- 10 days ago
Requisition ID: 219247 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Financial Advisor/ Carp, ON/...
Senior Financial Advisor - Woodroofe & Stoneway, Ottawa, ON
- Ottawa, ON (13 miles from Stittsville, ON)
- 10 days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 10 days ago
Requisition ID: 219304 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior Financial Advisor At...
Financial Advisor - Terry Fox & Campeau, ON
- Kanata, ON (3 miles from Stittsville, ON)
- 14 days ago
- Kanata, ON (3 miles from Stittsville, ON)
- 14 days ago
Requisition ID: 218971 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Financial Advisor/ Terry Fox &...
Senior Financial Advisor - Renfrew, Ottawa, ON
- Ottawa, ON (13 miles from Stittsville, ON)
- 17 days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 17 days ago
Requisition ID: 218349 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be Senior Financial Advisor At...
Client Relationship Manager, Commercial Banking - Ottawa, ON
- Ottawa, ON (13 miles from Stittsville, ON)
- 18 days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 18 days ago
Requisition ID: 218452 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Relationship Manager contributes to the overall success of...
- Ottawa, ON (13 miles from Stittsville, ON)
- 22 days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 22 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...
- Ottawa, ON (13 miles from Stittsville, ON)
- 90+ days ago
- Ottawa, ON (13 miles from Stittsville, ON)
- 90+ days ago
Job Summary Job Description *This is an opportunity for candidates to express their interest in current and future Financial Advisor positions across our Ottawa Communities. Includes locations...
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Stittsville, ON
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Stittsville, 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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