Personal Banker, Full time (Future Opportunities)- Estrie Region
$50,600–$71,400 year
On-siteSherbrooke, Quebec, Canada or Magog, Quebec, Canada
Job Summary
Conduct daily personal and commercial banking services, acting as a subject matter expert to advise customers on products, policies, and procedures. Deliver sound financial advice through deep customer dialogue, manage portfolio updates, and resolve issues efficiently while escalating complex matters as needed. Proactively attract and retain customers to drive profitability, ensuring accurate documentation and adherence to regulatory requirements and risk management protocols. Maintain a professional branch environment, support frontline transactions, and contribute to process improvements within the team.
Required Qualifications
- High School diploma
- 1+ years relevant experience
- IFIC certification
- CSC certification
- CFSA certification
- Post-Secondary or Undergraduate degree
- Magog, Quebec, Canada
- 37.5 hours
- Personal & Commercial Banking
- Personal banking products/services
- Business banking products/services
- Policies and procedures
- Local market knowledge
- Competitive offers knowledge
- Economic trends knowledge
- Professional and inviting space maintenance
- Premises guidelines adherence
- Marketing guidelines adherence
- Regulatory guidelines adherence
- Office space awareness
- Transaction support
- Escalation support
- Customer acquisition
- Customer retention
- Referral advice
- Operational Excellence
- Business processes completion
- Business procedures completion
- Risk identification
- Risk management
- Risk escalation
- Due diligence
- Documentation accuracy
- Regulatory compliance
- Process improvement
- Emerging issues awareness
- Regulatory requirements awareness
- Risk appetite alignment
- Code of Conduct compliance
- Operational risk minimization
- Regulatory risk minimization
- Bank Code of Conduct compliance
- Industry Code of Conduct compliance
- Specialized expertise
- Complex transaction advice
- Product feature advice
- Product guidance
- Complex problem identification
- Solution formulation
- Team lead capability
- Escalation point capability
- Coaching capability
- Service standard maintenance
- Process standard maintenance
- Product standard maintenance
- Team coordination
- Resource coordination
- Shared objective achievement
- Advice procedures implementation
- Customer service procedures implementation
- Tactful communication
- Customer information exchange
- Customer information handling
- Exception resolution
- Specific formal certifications
- Assistant Branch Manager reporting
- Branch Manager reporting
- Bilingualism (French)
- English
Desired Qualifications
- Post-Secondary or Undergraduate degree (in related field) preferred
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