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 cooperative 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.
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📌 Personal Banking Officer In Scarborough Toronto
🏢 Altis Technology
📍 Toronto