About this role
Role Overview
- Provide exceptional client service at every customer interaction
- Assist in client onboarding and recommending retail solutions
- Be alert for opportunities to expand existing client and prospect relationships
- Produce reports and compose correspondence as required
- Ensure satisfactory resolution of client inquiries
- Identify, suggest and actively participate in process improvement opportunities
- Minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Requirements
- Undergraduate degree
- 3 years relevant experience
- Demonstrated experience in Private Banking or dealing with affluent clients
- Thorough knowledge of Retail Banking products, systems, and services
- Knowledge & understanding of commercial and retail credit principles
- Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs