Personal Banker
$38,500–$71,000 year
On-site · Sainte-Thérèse, Quebec, Canada
Job Summary
Deliver personalized banking guidance to clients in Sainte-Thérèse, QC. Engage customers to assess needs and provide tailored financial solutions across everyday banking, retail investments, lending, and home financing, while guiding them through digital/self-serve options and maintaining compliance with regulatory requirements. Proactively grow relationships by identifying opportunities, scheduling appointments, and collaborating with branch teammates to enhance the customer experience. Maintain knowledge of personal banking products, risk management practices, and the wider financial services landscape. Handle complex tasks within policy frameworks and support risk and quality controls, including anti-money laundering monitoring and data accuracy across lending recommendations. The role emphasizes consultative sales and service, client engagement, and teamwork to drive business results.
Required Qualifications
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
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