обновлено 4 дня назад
Universal Banker - Secondment
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Universal Banker - Secondment (Financial Services): Supporting personal and business banking clients in an onsite banking centre with an accent on client engagement, financial product guidance, relationship building, and digital banking adoption. Focus on developing client relationships, recommending technology-enabled banking solutions, and achieving sales results while working across multiple banking centres.
Location: Fort McMurray, Alberta, Canada; onsite full-time at 104 Riverstone Ridge. The role may require working at multiple banking centres within a reasonable travel distance.
Company
is a relationship-oriented bank providing personal and business banking products, services, and digital banking solutions.
What you will do
- Meet with personal and business clients to understand their priorities and recommend suitable financial products and solutions.
- Provide guidance on technology, cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through outreach, marketing activities, and community engagement.
- Connect clients with the appropriate internal specialists and opportunities.
- Introduce clients to mobile and online banking applications and help them manage their banking needs.
- Work flexible banking centre hours, including evenings and weekends when required.
Requirements
- At least one year of experience working with clients and achieving sales results.
- Current accreditation and good standing with a Mutual Funds License, such as the Canadian Securities Course or Investment Funds In Canada.
- Client-first approach, goal orientation, critical thinking, attention to detail, and strong relationship-building skills.
- Curiosity, willingness to learn, and commitment to trust, teamwork, and accountability.
- Legally eligible to work at the specified Canadian location; a valid work or study permit may be required.
- Ability to complete attribute-based assessments and other skills tests if requested.
Culture & Benefits
- Inclusive and accessible environment for employees and clients.
- Competitive compensation and banking benefits, subject to program terms and conditions.
- Wellbeing support and employee and family assistance programs.
- MomentMakers, a social points-based employee recognition program.
- Access to modern workspaces and technology tools.
- Temporary fixed-term employment with 37.5 weekly hours and an expected end date of June 30, 2027.
Hiring process
- The recruitment process may include attribute-based assessments and skills tests, including French proficiency testing where applicable.
- Artificial intelligence tools may be used during recruitment.
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