Senior Personal Banker Trainee – Home Borrowing

Create a consistent, exceptional customer experience in the branch with a specialty focus on home borrowing advice and Real Estate Secured Lending products. Ask thoughtful questions to uncover customer needs, own solutions that align to mandate, and bring in an expert for needs outside your capability. Act as a subject matter expert for both customers and colleagues regarding personal banking, business banking products, policies, and procedures. Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations. Engage in proactive customer outreach via phone and email to discuss portfolio updates and additional opportunities. Ensure documentation is accurate, properly reflects intentions, and is retained in accordance with business policies. Participate fully as a team member to support a positive work environment and drive growth by attracting, acquiring, and retaining customers.