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Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Valid Series 7 License, Financial Markets Experience, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Knowledge Of Financial Products, Investment Strategies, Client Onboarding Experience, Engagement Processes, Collaboration Skills
Specialization
Candidates should possess a valid Series 7 license and experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Client Relationship Management, Product Knowledge, Transaction Processing, Generating New Business, Building Sales Pipeline, Revenue Growth, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A proven sales background and strong knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Kundenberater (m/w/d) Bank at PRIME HR Agentur®
München, Brandenburg, Germany - Full Time
Skills Needed
Customer Consultation, Real Estate Financing, Product Development, Risk Assessment, Client Acquisition, Coaching, Training, Financial Products Knowledge
Specialization
We are looking for individuals who think outside the box and have a clear view of risks and opportunities. A completed training as a bank clerk and several years of practical experience in private customer care are required.
Experience Required
Minimum 5 year(s)
Retail Banking Direct RBWM at HSBC Securities Services Luxembourg
, , Mexico - Full Time
Skills Needed
Customer Orientation, Sales, Teamwork, Results Focus, Problem Solving, Situational Management, Negotiation Skills, Communication Skills, Adaptability, Organization, Punctuality, Relationship Building, Financial Products Knowledge, Client Needs Assessment, Portfolio Management, Market Knowledge
Specialization
A bachelor's degree in Economic-Administrative or Financial areas or Engineering is required, along with a minimum of 4 years of experience in customer service and sales, preferably in the financial sector. Knowledge of Premier products and AMIB 1 certification are also necessary.
Experience Required
Minimum 5 year(s)
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Engagement, Financial Markets, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Financial Products Knowledge, Investment Strategies, Client Onboarding, Collaboration Skills
Specialization
Candidates must possess a valid Series 7 license and have experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Manager, Bank On Coalition at BRANCHES INC
, Florida, United States - Full Time
Skills Needed
Stakeholder Engagement, Community Organizing, Coalition Management, Public Speaking, Grant Writing, Budget Management, Financial Empowerment, Data Analysis, Interpersonal Skills, Communication Skills, Relationship Building, Program Management, Marketing Strategy, Training, Networking, Financial Inclusion
Specialization
Candidates should have a minimum of 5 years of relevant experience working with various stakeholders and at least 2 years of program management experience. Strong communication skills and a background in community organizing or coalition management are essential.
Experience Required
Minimum 5 year(s)
Personal Banking Associate at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Consultative Skills, Digital Tools, Relationship Building, Adaptability, Initiative, Creativity, Attention To Detail
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Banking Operations Analyst at Citi
Chennai, tamil nadu, India - Full Time
Skills Needed
Operational Risk, Governance, Risk Assessment, Communication Skills, Problem Solving, Ms Office, Process Improvement, Cross Functional Collaboration
Specialization
Candidates should possess a Bachelor's degree or equivalent experience and demonstrate proficiency in MS Office applications. Excellent written and verbal communication skills, along with the ability to manage multiple tasks under pressure, are essential.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Consultative Selling, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Collaboration, Analytical Skills, Digital Tools, Investment Advice, Risk Management, Compliance, Relationship Building, Self Starter
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Senior Relationship Banker at Mascoma Bank
Lebanon, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Banking Knowledge, Lending, Investments, Small Business Development, Financial Guidance, Community Engagement, Coaching, Problem Solving, Communication, Teamwork, Mentoring, Regulatory Compliance, Digital Tools, Relationship Building, Customer Experience
Specialization
Candidates should have 3 to 5 years of banking experience and a college degree is preferred. Strong interpersonal skills, a positive attitude, and the ability to maintain confidentiality are essential.
Experience Required
Minimum 2 year(s)
Universal Banker - Cumming at Georgia Banking Company
Cumming, Georgia, United States - Full Time
Skills Needed
Customer Service, Sales, Teller Operations, Financial Education, Lobby Management, Problem Solving, Communication, Teamwork, Detail Oriented, Multi Tasking, Organization, Flexibility, Technology Proficiency, Relationship Building, Regulatory Compliance, Cash Handling
Specialization
Candidates must have a high school diploma and at least 3 years of branch experience. Strong communication skills, a sales-oriented demeanor, and the ability to work both independently and as part of a team are essential.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Brampton, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Analytical Skills, Communication Skills, Organization Skills, Consultative Selling, Digital Tools, Relationship Building, Needs Assessment, Risk Management, Compliance, Self Starter
Specialization
Candidates typically require 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Mortgage Banker - Columbia at Adeo Logistic Iberia
Columbia, South Carolina, United States - Full Time
Skills Needed
Mortgage Products, Customer Service, Networking, Loan Application Process, Real Estate Laws, Communication Skills, Self Starter, Attention To Detail, Microsoft Word, Microsoft Excel, Judgment, Decision Making, Risk Awareness, Community Engagement, Negotiation, Productivity Enhancement
Specialization
Candidates must have at least an associate's degree or equivalent experience and a minimum of 1 year in mortgage loan sales. They also need to register with the NMLS and pass a fingerprint check within a specified timeframe.
Universal Banker (Level 1) at Standard Bank - UK
Ladismith, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Client Relationship Management, Product Knowledge, Transaction Processing, Generating New Business, Revenue Growth, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A strong sales background and in-depth knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Problem Solving, Communication, Organization, Interpersonal Skills, Analytical Skills, Consultative Selling, Digital Tools, Relationship Building, Risk Management, Compliance, Self Starter, Adaptability
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Senior Relationship Banker at Profinium Bank
Owatonna, Minnesota, United States - Full Time
Skills Needed
Customer Orientated, Attention To Detail, Oral Communication, Written Communication, Adaptable, Problem Solving, Dependable, Technology Driven, Sales Skills
Specialization
Candidates must have a high school degree and 1-2 years of experience in a community bank, along with 2-4 years in a customer service environment. Strong knowledge of banking products and services, as well as excellent communication and sales skills, are preferred.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Laval, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Problem Solving, Communication, Organization, Interpersonal Skills, Analytical Skills, Consultative Selling, Digital Tools, Relationship Building, Risk Management, Compliance, Creativity, Adaptability
Specialization
Candidates typically require 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Retail Relationship Banker at Bank of Montreal
Beaverton, Oregon, United States - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Risk Management, Lending, Consultative Selling, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Team Collaboration, Analytical Skills, Digital Banking, Relationship Building, Market Knowledge, Compliance
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field. Knowledge of personal and small business banking solutions, along with strong interpersonal and problem-solving skills, is essential.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Client Relationship Management, Problem Solving, Financial Advisory, Cross Selling, Upselling, Regulatory Compliance, Product Knowledge, Account Management, Transaction Processing, Revenue Growth, Business Development, Client Satisfaction, Financial Services
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A proven sales background and strong knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Retail Banker I - Seabrook at TD Canada Trust
Seabrook, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Sales, Communication Skills, Problem Solving, Organization Skills, Financial Expertise, Consultative Advice, Relationship Building, Product Knowledge, Customer Relationship Management, Teller Transactions, Time Management, Decision Making, Microsoft Office, Customer Outreach, Lobby Leadership
Specialization
Candidates must have a high school diploma or GED and at least 1 year of experience working with customers or in sales. Strong communication skills, the ability to engage customers, and proficiency in Microsoft Office are preferred.
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil -
Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

0.0

Posted On

25 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Valid Series 7 License, Financial Markets Experience, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail-oriented, Results-driven, Knowledge of Financial Products, Investment Strategies, Client Onboarding Experience, Engagement Processes, Collaboration Skills

Industry

Financial Services

Description
Sobre nós ​ A XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com uma cultura marcante guiada por quatro valores - Sonho Grande, Espírito Empreendedor, Foco no Cliente e Mente Aberta - a XP Inc. está sempre em busca dos melhores talentos que tem ambição de fazer o impossível. 🚀 Join Our Dream at XP Investments Miami! At XP Investments Miami, we believe in big dreams, entrepreneurship, and an open-minded culture that empowers every team member to innovate and grow. We’re on a mission to redefine financial markets and create exceptional client experiences — and we want YOU to be part of this journey! We’re excited to announce an opening for an Associate, Financial Advisor role. This position is ideal for someone who is proactive, organized, and passionate about engaging clients and driving results. Position: Associate, Financial Advisor Location: Miami Department: Financial Markets – Broker-Dealer Firm 🎯 What You’ll Do: • Manage and engage a portfolio of clients. • Proactively reach out to clients to educate them about market opportunities • Develop metrics and reporting tools to track client engagement and progress • Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support • Maintain compliance with regulatory requirements and keep accurate client records 🔍 What We’re Looking For: • Valid Series 7 license • Experience in financial markets, preferably within a broker-dealer environment • Strong organizational, communication, and analytical skills • Proactive, detail-oriented, and results-driven mindset • Knowledge of financial products and investment strategies • Experience with client onboarding and engagement processes • Team player with strong collaboration skills What We Offer: •Dynamic and growing financial services environment • Supportive and collaborative culture • Competitive compensation and benefits • Opportunities for professional growth and development Ready to make an impact and grow with us? Apply now and be part of a team that values your ideas and ambition! Saiba mais sobre nosso dia a dia no Instagram e no LinkedIn. Confira nossas avaliações no Glassdoor. ⏳ Etapas do Processo Triagem inicial: Análise do currículo para verificar a adequação às qualificações e requisitos da vaga. Testes gerais: Avaliação do alinhamento cultural com o teste da Mindsight e teste de raciocínio lógico da Predictive Index. Vídeo entrevista: Uma oportunidade para nos conhecermos melhor e entender suas motivações e experiências. Entrevista com a equipe de Recrutamento: Discussão sobre as expectativas em relação à vaga e aos objetivos profissionais. Avaliação técnica: Entrevista focado nas habilidades específicas necessárias para a função. Entrevista com a liderança: Uma conversa para discutir sua visão e como você pode contribuir para a equipe e a empresa. Entrevista com colegas de trabalho: Interação com futuros pares para avaliar a sinergia e o trabalho em equipe. Entrevista focada em cultura: Exploração dos valores e princípios da empresa para garantir um bom encaixe cultural. Oferta: Apresentação da proposta de trabalho, incluindo detalhes sobre remuneração e benefícios. Benefícios: Saúde e bem-estar: Plano de saúde sem coparticipação (inclusive, para dependentes) Plano odontológico Wellhub (Gympass) Zenklub Seguro de Vida iFood Benefícios (VA e VR flexível) Vale Transporte New Value (clube de benefícios) Licença parental: maternidade de 6 meses e paternidade de 20 dias. Auxílio Creche Vida Financeira Fundos de Investimentos Exclusivos Assessoria de Investimentos Cartão XP Visa Infinite sem anuidade Crédito (consignado, home equity, CCB Imobiliário, etc.) Modelo de Trabalho Presencial Flexível O nosso modelo de trabalho varia de acordo com a função, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes. Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora. Aqui na XP Inc., valorizamos as interações pessoais e acreditamos no uso do escritório como uma ferramenta para potencializar nossas relações no trabalho.
Responsibilities
Manage and engage a portfolio of clients while proactively reaching out to educate them about market opportunities. Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support.
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Valid Series 7 License, Financial Markets Experience, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Knowledge Of Financial Products, Investment Strategies, Client Onboarding Experience, Engagement Processes, Collaboration Skills
Specialization
Candidates should possess a valid Series 7 license and experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Client Relationship Management, Product Knowledge, Transaction Processing, Generating New Business, Building Sales Pipeline, Revenue Growth, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A proven sales background and strong knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Kundenberater (m/w/d) Bank at PRIME HR Agentur®
München, Brandenburg, Germany - Full Time
Skills Needed
Customer Consultation, Real Estate Financing, Product Development, Risk Assessment, Client Acquisition, Coaching, Training, Financial Products Knowledge
Specialization
We are looking for individuals who think outside the box and have a clear view of risks and opportunities. A completed training as a bank clerk and several years of practical experience in private customer care are required.
Experience Required
Minimum 5 year(s)
Retail Banking Direct RBWM at HSBC Securities Services Luxembourg
, , Mexico - Full Time
Skills Needed
Customer Orientation, Sales, Teamwork, Results Focus, Problem Solving, Situational Management, Negotiation Skills, Communication Skills, Adaptability, Organization, Punctuality, Relationship Building, Financial Products Knowledge, Client Needs Assessment, Portfolio Management, Market Knowledge
Specialization
A bachelor's degree in Economic-Administrative or Financial areas or Engineering is required, along with a minimum of 4 years of experience in customer service and sales, preferably in the financial sector. Knowledge of Premier products and AMIB 1 certification are also necessary.
Experience Required
Minimum 5 year(s)
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Engagement, Financial Markets, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Financial Products Knowledge, Investment Strategies, Client Onboarding, Collaboration Skills
Specialization
Candidates must possess a valid Series 7 license and have experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Manager, Bank On Coalition at BRANCHES INC
, Florida, United States - Full Time
Skills Needed
Stakeholder Engagement, Community Organizing, Coalition Management, Public Speaking, Grant Writing, Budget Management, Financial Empowerment, Data Analysis, Interpersonal Skills, Communication Skills, Relationship Building, Program Management, Marketing Strategy, Training, Networking, Financial Inclusion
Specialization
Candidates should have a minimum of 5 years of relevant experience working with various stakeholders and at least 2 years of program management experience. Strong communication skills and a background in community organizing or coalition management are essential.
Experience Required
Minimum 5 year(s)
Personal Banking Associate at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Consultative Skills, Digital Tools, Relationship Building, Adaptability, Initiative, Creativity, Attention To Detail
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Banking Operations Analyst at Citi
Chennai, tamil nadu, India - Full Time
Skills Needed
Operational Risk, Governance, Risk Assessment, Communication Skills, Problem Solving, Ms Office, Process Improvement, Cross Functional Collaboration
Specialization
Candidates should possess a Bachelor's degree or equivalent experience and demonstrate proficiency in MS Office applications. Excellent written and verbal communication skills, along with the ability to manage multiple tasks under pressure, are essential.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Consultative Selling, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Collaboration, Analytical Skills, Digital Tools, Investment Advice, Risk Management, Compliance, Relationship Building, Self Starter
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to use digital tools effectively are essential.
Senior Relationship Banker at Mascoma Bank
Lebanon, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Banking Knowledge, Lending, Investments, Small Business Development, Financial Guidance, Community Engagement, Coaching, Problem Solving, Communication, Teamwork, Mentoring, Regulatory Compliance, Digital Tools, Relationship Building, Customer Experience
Specialization
Candidates should have 3 to 5 years of banking experience and a college degree is preferred. Strong interpersonal skills, a positive attitude, and the ability to maintain confidentiality are essential.
Experience Required
Minimum 2 year(s)
Universal Banker - Cumming at Georgia Banking Company
Cumming, Georgia, United States - Full Time
Skills Needed
Customer Service, Sales, Teller Operations, Financial Education, Lobby Management, Problem Solving, Communication, Teamwork, Detail Oriented, Multi Tasking, Organization, Flexibility, Technology Proficiency, Relationship Building, Regulatory Compliance, Cash Handling
Specialization
Candidates must have a high school diploma and at least 3 years of branch experience. Strong communication skills, a sales-oriented demeanor, and the ability to work both independently and as part of a team are essential.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Brampton, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Analytical Skills, Communication Skills, Organization Skills, Consultative Selling, Digital Tools, Relationship Building, Needs Assessment, Risk Management, Compliance, Self Starter
Specialization
Candidates typically require 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Mortgage Banker - Columbia at Adeo Logistic Iberia
Columbia, South Carolina, United States - Full Time
Skills Needed
Mortgage Products, Customer Service, Networking, Loan Application Process, Real Estate Laws, Communication Skills, Self Starter, Attention To Detail, Microsoft Word, Microsoft Excel, Judgment, Decision Making, Risk Awareness, Community Engagement, Negotiation, Productivity Enhancement
Specialization
Candidates must have at least an associate's degree or equivalent experience and a minimum of 1 year in mortgage loan sales. They also need to register with the NMLS and pass a fingerprint check within a specified timeframe.
Universal Banker (Level 1) at Standard Bank - UK
Ladismith, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Client Relationship Management, Product Knowledge, Transaction Processing, Generating New Business, Revenue Growth, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A strong sales background and in-depth knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Problem Solving, Communication, Organization, Interpersonal Skills, Analytical Skills, Consultative Selling, Digital Tools, Relationship Building, Risk Management, Compliance, Self Starter, Adaptability
Specialization
Candidates typically need 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Senior Relationship Banker at Profinium Bank
Owatonna, Minnesota, United States - Full Time
Skills Needed
Customer Orientated, Attention To Detail, Oral Communication, Written Communication, Adaptable, Problem Solving, Dependable, Technology Driven, Sales Skills
Specialization
Candidates must have a high school degree and 1-2 years of experience in a community bank, along with 2-4 years in a customer service environment. Strong knowledge of banking products and services, as well as excellent communication and sales skills, are preferred.
Experience Required
Minimum 2 year(s)
Personal Banking Associate at Bank of Montreal
Laval, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Collaboration, Problem Solving, Communication, Organization, Interpersonal Skills, Analytical Skills, Consultative Selling, Digital Tools, Relationship Building, Risk Management, Compliance, Creativity, Adaptability
Specialization
Candidates typically require 1-2 years of relevant experience or certification in a related field. A commitment to customer service and the ability to work collaboratively in a team environment are essential.
Retail Relationship Banker at Bank of Montreal
Beaverton, Oregon, United States - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Risk Management, Lending, Consultative Selling, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Team Collaboration, Analytical Skills, Digital Banking, Relationship Building, Market Knowledge, Compliance
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field. Knowledge of personal and small business banking solutions, along with strong interpersonal and problem-solving skills, is essential.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Client Relationship Management, Problem Solving, Financial Advisory, Cross Selling, Upselling, Regulatory Compliance, Product Knowledge, Account Management, Transaction Processing, Revenue Growth, Business Development, Client Satisfaction, Financial Services
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A proven sales background and strong knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Retail Banker I - Seabrook at TD Canada Trust
Seabrook, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Sales, Communication Skills, Problem Solving, Organization Skills, Financial Expertise, Consultative Advice, Relationship Building, Product Knowledge, Customer Relationship Management, Teller Transactions, Time Management, Decision Making, Microsoft Office, Customer Outreach, Lobby Leadership
Specialization
Candidates must have a high school diploma or GED and at least 1 year of experience working with customers or in sales. Strong communication skills, the ability to engage customers, and proficiency in Microsoft Office are preferred.