Personal Banker: Grow Customer Impact & Skills

BMO; Port Alberni; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial institution in Port Alberni is seeking a Personal Banker to engage customers and provide personalized banking solutions. This role requires strong sales and customer service skills to identify financial opportunities. As part of the team, you will contribute to customer satisfaction and support various banking transactions. Competitive salary and benefits are offered, along with opportunities for professional growth.

Benefits

Competitive salary

Health benefits

Pension plan

Employee banking

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Confident in the use of online tools and applications.
• Readiness to collaborate and work in different capacities.

Responsibilities

• Engage existing customers and prospects by providing needs-based assessments.
• Recommend tailored solutions addressing both sales and service needs.
• Support customer transactions based on traffic.
• Make credit recommendations for personal lending transactions.

Skills

Customer service experience

Sales skills

Knowledge of retail investments

Analytical skills

Interpersonal skills

Education

Post-secondary degree in related field

Job description

A leading financial institution in Port Alberni is seeking a Personal Banker to engage customers and provide personalized banking solutions. This role requires strong sales and customer service skills to identify financial opportunities. As part of the team, you will contribute to customer satisfaction and support various banking transactions. Competitive salary and benefits are offered, along with opportunities for professional growth.