About Retail Banking
The Retail Branch sales and service team helps individual customers and small businesses become financially better off, by providing advice, information and service to help them achieve their personal and business goals.
Individuals in this career field perform a variety of sales and services jobs including: achieving negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs; providing excellent customer service by offering a full range of customized financial solutions; building and maintaining a portfolio of customers; promoting and maximizing the development and growth of residential mortgage business; promoting and selling lending and deposit products and services while applying sound risk analysis techniques and credit adjudication judgment.
Individuals working in this area hold a University diploma / degree and depending on the role are required to have successfully completed a qualifying course of study to obtain a licence to sell mutual funds such as the Canadian Investment Funds Course (CIFC), the Investment Funds in Canada Course (IFC), the Canadian Securities Course (CSC) and achieve a financial planning proficiency standard such as the Personal Financial Planner (PFP) and/or a designation as an Accredited Mortgage Professional (AMP).
Retail Banking job opportunities in this area include: Account Manager Small Business; Financial Advisor; Manager Customer Service; Customer Representative; Mortgage Specialist; Personal Banking Officer; Senior Personal Banking Officer.
| Job Title |
Location |
Date |
| Manager Customer Service Trainee | Northern Alberta, Alberta, Canada | 05/16/2012 |
| Customer Representative | Morinville, Alberta, Canada | 04/27/2012 |
| Customer Representative | Chestermere, Alberta, Canada | 04/19/2012 |
| Customer Representative | Stettler, Alberta, Canada | 04/05/2012 |
| Customer Representative | Barrhead, Alberta, Canada | 04/05/2012 |
| Customer Representative | Barrhead, Alberta, Canada | 04/05/2012 |
| Senior Personal Banking Officer | Spruce Grove, Alberta, Canada | 03/30/2012 |
| Account Manager Small Business Trainee | Northern Alberta, Alberta, Canada | 03/28/2012 |
| Customer Representative | Rocky Mountain House, Alberta, Canada | 03/28/2012 |
| Senior Personal Banking Officer | Slave Lake, Alberta, Canada | 03/28/2012 |
| Manager Customer Service | Blairmore, Alberta, Canada | 03/27/2012 |
| Personal Banking Officer Trainee Alberta | Grande Prairie, Alberta, Canada | 03/20/2012 |
| Senior Personal Banking Officer Trainee | Edmonton, Alberta, Canada | 03/19/2012 |
| Manager Customer Service Trainee | Calgary, Alberta, Canada | 03/16/2012 |
| Senior Personal Banking Officer Trainee | Calgary, Alberta, Canada | 03/16/2012 |
| Customer Representative | Slave Lake, Alberta, Canada | 03/13/2012 |
| Personal Banking Officer | Westlock, Alberta, Canada | 03/02/2012 |
| Personal Banking Officer | Brooks, Alberta, Canada | 02/23/2012 |
| Personal Banking Officer Trainee | Alberta Region, Alberta, Canada | 02/21/2012 |
| Mortgage Specialist | Grand Prairie, Alberta, Canada | 02/17/2012 |
Most Recent Jobs
- Senior Personal Banking Officer - Slave Lake, Alberta
- Description: POSITION SUMMARY: As a member of a Retail Branch sales team, you will be responsible for contributing to the team's overall success by meeting negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs. You will be responsible for delivering excellent customer service and building and maintaining relationships with an assigned portfolio of customers. Having a thorough ...
Reference Code: 108109 - Customer Representative - Rocky Mountain House, Alberta
- Description: POSITION SUMMARY: As a member of a Retail Branch service team and working in close partnership with the Branch sales team, you will be responsible for contributing to the overall success of the branch by meeting negotiated service goals through responding to and actioning customer requests. You provide prompt, accurate and professional service to all retail customers. More specifically, you will be responsible for meeting...
Reference Code: 108090 - Account Manager Small Business Trainee - Northern Alberta, Alberta
- Description: POSITION SUMMARY: As a member of a Retail Branch sales team, you will be responsible for contributing to the Branch overall success by achieving negotiated sales goals which include business development, retention and referral goals, through the identification and satisfaction of business and personal banking needs/preferences on both sides of the customer’s balance sheet. You will be responsible for the profitable growth...
Reference Code: 108127