Personal Banker Jobs in Ontario
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.
Financial Advisor - Yonge & Eglinton, Spanish Speaking
- Toronto, ON
- 3 hours ago
- Toronto, ON
- 3 hours ago
Requisition ID: 215295 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 At Scotiabank...
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...
Job Summary Job Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding...
Senior Financial Advisor - Eglinton & Mavis, Mississauga, ON
- Mississauga, ON
- 13 hours ago
- Mississauga, ON
- 13 hours ago
Requisition ID: 220123 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...
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....
Requisition ID: 219804 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 At Scotiabank...
Requisition ID: 220019 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 At Scotiabank...
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...
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...
Personal Banker Trainee / Manager Personal Financial Services Trainee I
- Bradford, ON
- 2 days ago
- Bradford, 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....
Application Deadline: 03/24/2025 Address: 16 William Street South Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Senior Financial Advisor - Kingston and Midland
- Scarborough, ON
- 2 days ago
- Scarborough, ON
- 2 days ago
Requisition ID: 218944 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...
Requisition ID: 220000 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...
Requisition ID: 218288 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 At Scotiabank...
Senior Financial Advisor - Carling & Woodroffe, Ottawa, ON
- Ottawa, ON
- 2 days ago
- Ottawa, ON
- 2 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 Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Ontario
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Ontario 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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Here are some other career titles that require similar skills
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