Elevate member financial success as a Personal Banking Officer in Scarborough. Build relationships and offer tailored banking, credit, and investment solutions in an in office role.
Join a team-oriented team focusing on proactive outreach and consultative sales. This role requires robust communication skills and a commitment to enhancing customer experiences. You'll engage with members to understand their financial needs and provide informed recommendations.
Key Responsibilities: - Connect proactively with members through various outreach methods - Recommend personalized banking, credit, and investment solutions - Build lasting relationships with individuals and organizations - Identify opportunities for collaboration with internal partners - Maintain compliance with financial regulations and policies
Requirements: - Minimum 3 years in a financial institution - Experience in credit solutions, especially mortgage lending - Proven sales and relationship-building skills - Strong knowledge of investments and financial analysis - Proficiency in Microsoft Office applications
Utilize your expertise in banking and lending to foster confident financial decisions for members.#J-18808-Ljbffr

📌 Personal Banking Officer In Scarborough Winnipeg
🏢 Altis Technology
📍 Winnipeg