13 дней назад
Universal Banker I
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Universal Banker I (Financial Services): Supporting personal and business banking clients in a full-time banking centre role with an accent on client engagement, financial product advice, and digital banking adoption. Focus on building client relationships, planning solutions, introducing mobile and online banking tools, and achieving sales results across multiple Calgary banking centres.
Location: On-site full-time in Calgary, AB; flexibility to work at multiple banking centres within a reasonable travel distance
Company
is a relationship-oriented bank providing personal and business banking services and digital financial solutions.
What you will do
- Meet with personal and business banking clients to understand their priorities and recommend suitable financial products and solutions.
- Develop forward-looking financial plans using knowledge of technology, cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through marketing, outreach, networking, and referrals.
- Introduce clients to mobile and online banking applications and help them manage their banking needs digitally.
- Work banking centre hours, including possible evenings and weekends, and collaborate with colleagues to deliver a strong client experience.
Requirements
- At least one year of experience working with clients and achieving sales results.
- Current accreditation and good standing for a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
- Client-first approach, goal orientation, attention to detail, critical thinking, curiosity, and strong relationship-building skills.
- Legally eligible to work in Canada; a valid work or study permit may be required where applicable.
- Availability for on-site work and flexible banking centre hours, including evenings and weekends.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to applicable terms.
- Vacation offering, wellbeing support, and a points-based employee recognition program.
- Paid Purpose Day to support personal growth and development.
- Inclusive and accessible workplace with accommodation support during the hiring process.
Hiring process
- Recruitment may include an attribute-based assessment and other skills tests.
- Artificial intelligence tools may be used during recruitment.
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