3 дня назад
Universal Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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