Elevate member financial success as a Personal Banking Officer in Scarborough. Build relationships and offer tailored banking, credit, and investment solutions in an on-site role.

Join a collaborative 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.

📌 Personal Banking Officer in Scarborough (Toronto)
🏢 Altis Technology
📍 Toronto