Personal Banking Associate
$36,000–$54,500 year
On-siteWestbank, British Columbia, Canada
Job Summary
Delivers exceptional service to customers and prospects by welcoming them into the branch, identifying needs, and providing advice on financial solutions and digital banking options. Collaborates with partners to identify referral opportunities that grow customer relationships beyond personal banking while recommending alternative channels. Reviews customer profiles to address everyday banking plans and credit card needs, integrating marketing promotions into conversations to provide strategic guidance. Supports operational activities including inventory management, escalated service requests, and following up on customer applications. Follows risk and compliance processes to safeguard assets and report suspicious activity related to money laundering. Maintains current knowledge of personal banking products and the legal and regulatory environment to uphold ethical requirements.
Required Qualifications
- Typically between 1 – 2 years of relevant experience
- Registration to sell investment products completed or in progress (must be completed within 12 months)
- Canada only
Desired Qualifications
- equivalent combination of education and experience
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Some experience in a consultative customer service or sales roles
- drive to deliver a personal customer experience
- Basic knowledge of specialized sales and business banking solutions to refer to specialists
- Passionate commitment to helping customers
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.