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Personal Banking Officer Trainee

Wetaskiwin, Alberta, Canada

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 selling a full range of customized financial solutions to new customers as well as a number of existing Branch customers.

Canadian Banking provides a full range of banking and investing services to more than 7.4 million customers across Canada, through a network of 1,019 branches, 2,964 automated banking machines (ABMs), and 101 Wealth Management offices, as well as telephone and Internet banking.


QUALIFICATIONS:


  • You are a strong relationship builder and communicator; with a thorough knowledge of solicitation, telemarketing and negotiating techniques.

  • You are highly organized and results oriented with demonstrated flexibility in adapting to a constantly changing environment.

  • The successful candidate must be mobile through out the Central Alberta District.


EDUCATION AND ACCREDITATIONS:

  • You have a College or University diploma/degree.

  • You are required to have successfully completed a qualifying course of study that will enable registration with the provincial securities commission to obtain a license to sell mutual funds.


The Scotiabank Group is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted. No agencies please.

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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.

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