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3 дня назад

Universal Banker

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Universal Banker (Banking): Advising personal and business clients on financial products, digital banking solutions, and forward-looking financial plans with an accent on relationship building, technology adoption, and client-focused service. Focus on understanding client priorities, recommending suitable banking solutions, and supporting sales results across multiple banking centres.

Location: On-site full-time in Halifax, NS, at Halifax-5527 Spring Garden Rd.; flexibility to work at multiple banking centres within a reasonable travel distance is required.

Company

hirify.global is a relationship-oriented bank providing personal and business banking products, digital services, and financial solutions.

What you will do

  • Meet with personal and business 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 outreach, marketing activities, and collaboration with internal partners.
  • Introduce clients to mobile and online banking applications and help them manage their banking needs.
  • Work banking centre hours, which may include evenings and weekends.

Requirements

  • At least one year of experience working with clients and achieving sales results.
  • Current accreditation and good standing with a Mutual Funds License, Canadian Securities Course, or Investment Funds In Canada.
  • Client-focused, goal-oriented, detail-oriented, and capable of critical thinking and group problem solving.
  • Strong relationship-building, communication, learning, and digital literacy skills.
  • Legally eligible to work at the specified Canadian location; a valid work or study permit may be required.

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
  • Defined benefit pension plan and employee share purchase plan.
  • Vacation offering, wellbeing support, and a social recognition program.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible workplace with support for candidate accommodations.

Hiring process

  • Possible attribute-based assessment and skills testing, including French proficiency testing where applicable.
  • Artificial intelligence tools may be used during recruitment.

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