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Banker - Excelsior Springs at Focused
Excelsior Springs, Missouri, United States - Full Time
Skills Needed
Sales Experience, Customer Service, Cash Handling, Attention To Detail, Interpersonal Skills, Communication Skills, Time Management, Problem Solving, Organizational Skills, Confidentiality, Nmls License, Relationship Building, Financial Transactions, Bank Products Knowledge, Digital Banking Tools, Outbound Sales Calls
Specialization
Sales experience and the ability to identify customer needs are preferred. Strong attention to detail, interpersonal skills, and a willingness to obtain an NMLS license are also important.
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 Banker - Regional at Valley Bank
River Vale, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Organizational Skills, Attention To Detail, Technology Proficiency, Sales Skills, Financial Analysis, Adaptability, Compliance Knowledge, Cash Handling, Retail Banking Knowledge, Team Leadership
Specialization
Candidates must have a High School Diploma or GED and at least 1 year of experience in branch banking. An Associate's or Bachelor's degree in a related field is preferred, along with strong customer service and communication skills.
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)
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.
Private Bank Assoc - Int'l at Valley Bank
Aventura, Florida, United States - Full Time
Skills Needed
Client Service, Professional Integrity, Communication Skills, Detail Oriented, Organizational Skills, Problem Resolution, Time Management, Team Collaboration
Specialization
A high school diploma or GED is required along with a minimum of 2 years of private banking or customer service experience. Strong communication skills in English and Spanish are 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)
Banking Operations Analyst at NTT DATA
Gurugram, haryana, India - Full Time
Skills Needed
Data Analysis, Reporting, Aml, Aft, Investigative Skills, Attention To Detail, Microsoft Suite, Customer Service, Risk Management, Regulatory Compliance, Keyboarding Skills, Time Management, Transaction Review, Legislative Knowledge, Collaboration, Accuracy
Specialization
Candidates should have a Bachelor's degree in Finance, Business Administration, or a related field, along with 3-5 years of experience in AML operations. A strong understanding of AML/AFT legislation and proficiency in Microsoft Suite Applications are also required.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Transaction Processing, Client Relationship Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Product Knowledge, 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 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
Oakville, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Consultative Skills, Interpersonal Skills, Problem Solving, Organization Skills, Collaboration, Analytical Skills, Digital Tools, Communication Skills, Relationship Building, Initiative, Creativity, Attention To Detail, Risk Management
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.
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.
Full-time Universal Banker at Texana Bank National Association
Keller, Texas, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Teller Transactions, Interpersonal Skills, Mathematical Aptitude, Organizational Skills, Pressure Management, Confidentiality, Product Knowledge, Account Management, Security Awareness, Notary Public Service, Communication Skills, Problem Solving, Attention To Detail, Time Management
Specialization
Candidates must have a high school diploma and at least one year of customer service and teller experience. Strong interpersonal skills and the ability to work under pressure are essential.
Personal Banking Associate at Bank of Montreal
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Digital Tools, Consultative Selling, Relationship Building, Needs Assessment, Risk Management, Compliance, Creativity
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.
Personal Banking Associate at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Team Collaboration, Problem Solving, Communication, Interpersonal Skills, Organization, Analytical Skills, Digital Tools, Consultative Selling, Relationship Building, Risk Management, Compliance, Adaptability, Creativity
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.
Personal Banking Associate at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Team Collaboration, Problem Solving, Communication, Interpersonal Skills, Organization, Analytical Skills, Consultative Skills, Digital Tools, Relationship Building, Initiative, Creativity, Compliance, Risk Management
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.
Bank Theatre Administrator at Spire Healthcare Group plc
Sheffield, England, United Kingdom - Full Time
Skills Needed
Theatre Administration, Communication Skills, Microsoft Office, Time Management, Organizational Skills, Decision Making, Analytical Ability, Attention To Detail, Teamwork, Independent Work, Patient Confidentiality, Booking Management, Equipment Coordination, Hospital Admissions, Theatre Planning, Proactive Approach
Specialization
Candidates must have previous experience in a similar role within a private hospital and demonstrate proficiency in Microsoft Office. Strong communication skills and the ability to work independently and as part of a team are 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, 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, 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)
Director - Private Banking at First Abu Dhabi Bank Pjsc
Singapore, , Singapore - Full Time
Skills Needed
Relationship Handling, Sales, Negotiation, Client Servicing, Investment Products, Insurance Products, Treasury Products, Lending Products, Kyc, Aml, Compliance, Financial Advisory, Integrity, Client Management, Regulatory Knowledge, Market Knowledge
Specialization
A postgraduate degree in Management, Commerce, Finance, or Economics is essential, along with a minimum of 15 years of experience in relationship handling. Candidates must possess strong sales and negotiation skills and meet the MAS qualification criteria for Financial Advisors.
Experience Required
Minimum 10 year(s)
Personal Banking Associate at Bank of Montreal
Rivière-du-Loup, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Consultative Skills, Digital Tools, Self Service Options, Risk Management, Compliance, Relationship Building, Marketing Integration
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 use digital tools effectively are essential.
Personal Banking Associate at Bank of Montreal
Moose Jaw, Saskatchewan, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Consultative Selling, Digital Tools, Relationship Building, Risk Management, Compliance, Adaptability, Creativity
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.
Banker - Excelsior Springs at Focused
Excelsior Springs, Missouri, United States -
Full Time

Start Date

Immediate

Expiry Date

10 Feb, 26

Salary

0.0

Posted On

12 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Sales Experience, Customer Service, Cash Handling, Attention to Detail, Interpersonal Skills, Communication Skills, Time Management, Problem-Solving, Organizational Skills, Confidentiality, NMLS License, Relationship Building, Financial Transactions, Bank Products Knowledge, Digital Banking Tools, Outbound Sales Calls

Industry

Banking

Description
What You’ll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being. * Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals. * Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner. * Educate customers on banking tools, services, and digital platforms to enhance their banking experience. * Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products. * Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care. * Process financial transactions, ensuring accuracy and adherence to policies. * Balance assigned cash drawer and research any discrepancies as needed. * Make referrals to other lines of business for traditional and non-traditional banking products and services. * Maintain knowledge of all bank products, services, and promotions to effectively assist customers. * Make outbound sales calls to prospects and existing customers * Meet or exceed daily/weekly calls and sales targets   Central Bank Offers This: * Competitive compensation tailored to your experience and skills. * Comprehensive Benefits – Medical, dental, and vision coverage, plus company-paid life insurance * 401(k) Savings Plan with company contributions: * Automatic 4% company contribution—no employee contribution required. * 50% match on the first 6% you contribute. * 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually! * Tuition Reimbursement to help you pursue your educational goals and career advancement. * Career Growth: We’re proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority! About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture.  Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.  Our Associates are the Bank, and Everyone is welcome here.  We believe in the diversity of culture, experience, thought and values to create better conversations – and thus – better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach.  We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value.  With a shared commitment to our core values, we RISE together!  We RISE by lifting others.  These words provide a benchmark for our motives, and compass to guide our words and actions.  We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better – together.  Qualifications   You’ve Got This:         * Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services * Proven ability to meet sales goals and thrive in a result-driven environment * Prior cash handling and customer service experience preferred * Strong attention to detail and a high degree of accuracy * Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers * Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency * Strong time management, problem-solving, and organizational skills * Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates. * Ability to handle confidential information with discretion * Willingness to assume additional responsibilities as needed * Ability to stand for long periods of time and life 20 lbs.
Responsibilities
As a Banker, you will support customers with their financial needs while building lasting relationships. You will assist with account openings, financial transactions, and promote bank products to meet sales goals.
Banker - Excelsior Springs at Focused
Excelsior Springs, Missouri, United States - Full Time
Skills Needed
Sales Experience, Customer Service, Cash Handling, Attention To Detail, Interpersonal Skills, Communication Skills, Time Management, Problem Solving, Organizational Skills, Confidentiality, Nmls License, Relationship Building, Financial Transactions, Bank Products Knowledge, Digital Banking Tools, Outbound Sales Calls
Specialization
Sales experience and the ability to identify customer needs are preferred. Strong attention to detail, interpersonal skills, and a willingness to obtain an NMLS license are also important.
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 Banker - Regional at Valley Bank
River Vale, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Organizational Skills, Attention To Detail, Technology Proficiency, Sales Skills, Financial Analysis, Adaptability, Compliance Knowledge, Cash Handling, Retail Banking Knowledge, Team Leadership
Specialization
Candidates must have a High School Diploma or GED and at least 1 year of experience in branch banking. An Associate's or Bachelor's degree in a related field is preferred, along with strong customer service and communication skills.
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)
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.
Private Bank Assoc - Int'l at Valley Bank
Aventura, Florida, United States - Full Time
Skills Needed
Client Service, Professional Integrity, Communication Skills, Detail Oriented, Organizational Skills, Problem Resolution, Time Management, Team Collaboration
Specialization
A high school diploma or GED is required along with a minimum of 2 years of private banking or customer service experience. Strong communication skills in English and Spanish are 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)
Banking Operations Analyst at NTT DATA
Gurugram, haryana, India - Full Time
Skills Needed
Data Analysis, Reporting, Aml, Aft, Investigative Skills, Attention To Detail, Microsoft Suite, Customer Service, Risk Management, Regulatory Compliance, Keyboarding Skills, Time Management, Transaction Review, Legislative Knowledge, Collaboration, Accuracy
Specialization
Candidates should have a Bachelor's degree in Finance, Business Administration, or a related field, along with 3-5 years of experience in AML operations. A strong understanding of AML/AFT legislation and proficiency in Microsoft Suite Applications are also required.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Transaction Processing, Client Relationship Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Product Knowledge, 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 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
Oakville, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Consultative Skills, Interpersonal Skills, Problem Solving, Organization Skills, Collaboration, Analytical Skills, Digital Tools, Communication Skills, Relationship Building, Initiative, Creativity, Attention To Detail, Risk Management
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.
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.
Full-time Universal Banker at Texana Bank National Association
Keller, Texas, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Teller Transactions, Interpersonal Skills, Mathematical Aptitude, Organizational Skills, Pressure Management, Confidentiality, Product Knowledge, Account Management, Security Awareness, Notary Public Service, Communication Skills, Problem Solving, Attention To Detail, Time Management
Specialization
Candidates must have a high school diploma and at least one year of customer service and teller experience. Strong interpersonal skills and the ability to work under pressure are essential.
Personal Banking Associate at Bank of Montreal
Bradford West Gwillimbury, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Digital Tools, Consultative Selling, Relationship Building, Needs Assessment, Risk Management, Compliance, Creativity
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.
Personal Banking Associate at Bank of Montreal
Montreal, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Team Collaboration, Problem Solving, Communication, Interpersonal Skills, Organization, Analytical Skills, Digital Tools, Consultative Selling, Relationship Building, Risk Management, Compliance, Adaptability, Creativity
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.
Personal Banking Associate at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Team Collaboration, Problem Solving, Communication, Interpersonal Skills, Organization, Analytical Skills, Consultative Skills, Digital Tools, Relationship Building, Initiative, Creativity, Compliance, Risk Management
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.
Bank Theatre Administrator at Spire Healthcare Group plc
Sheffield, England, United Kingdom - Full Time
Skills Needed
Theatre Administration, Communication Skills, Microsoft Office, Time Management, Organizational Skills, Decision Making, Analytical Ability, Attention To Detail, Teamwork, Independent Work, Patient Confidentiality, Booking Management, Equipment Coordination, Hospital Admissions, Theatre Planning, Proactive Approach
Specialization
Candidates must have previous experience in a similar role within a private hospital and demonstrate proficiency in Microsoft Office. Strong communication skills and the ability to work independently and as part of a team are 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, 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, 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)
Director - Private Banking at First Abu Dhabi Bank Pjsc
Singapore, , Singapore - Full Time
Skills Needed
Relationship Handling, Sales, Negotiation, Client Servicing, Investment Products, Insurance Products, Treasury Products, Lending Products, Kyc, Aml, Compliance, Financial Advisory, Integrity, Client Management, Regulatory Knowledge, Market Knowledge
Specialization
A postgraduate degree in Management, Commerce, Finance, or Economics is essential, along with a minimum of 15 years of experience in relationship handling. Candidates must possess strong sales and negotiation skills and meet the MAS qualification criteria for Financial Advisors.
Experience Required
Minimum 10 year(s)
Personal Banking Associate at Bank of Montreal
Rivière-du-Loup, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Consultative Skills, Digital Tools, Self Service Options, Risk Management, Compliance, Relationship Building, Marketing Integration
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 use digital tools effectively are essential.
Personal Banking Associate at Bank of Montreal
Moose Jaw, Saskatchewan, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Analytical Skills, Consultative Selling, Digital Tools, Relationship Building, Risk Management, Compliance, Adaptability, Creativity
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.