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 |
| Financial Advisor | Dawson Creek, British Columbia, Canada | 02/03/2012 |
| Manager Customer Service Trainee | Regina, Saskatchewan, Canada | 02/03/2012 |
| Personal Banking Officer Trainee | Medicine Hat, Alberta, Canada | 02/03/2012 |
| Mortgage Specialist | Bridgewater, Nova Scotia, Canada | 02/02/2012 |
| Account Manager Small Business | Hinton, Alberta, Canada | 01/30/2012 |
| Account Manager Small Business | Clarenville, Newfoundland and Labrador, Canada | 01/29/2012 |
| Customer Representative | Prince Albert, Saskatchewan, Canada | 01/28/2012 |
| Financial Advisor | Chatham, Ontario, Canada | 01/27/2012 |
| Personal Banking Officer | North Bay, Ontario, Canada | 01/26/2012 |
| Financial Advisor | Windsor, Ontario, Canada | 01/25/2012 |
| Financial Advisor | Peterborough, Ontario, Canada | 01/24/2012 |
| Financial Advisor | Port Elgin, Ontario, Canada | 01/24/2012 |
| Senior Personal Banking Officer Trainee | Chatham, Ontario, Canada | 01/24/2012 |
| Manager Customer Service Trainee | St. John's, Newfoundland and Labrador, Canada | 01/20/2012 |
| Personal Banking Officer Trainee | Lloydminster, Alberta, Canada | 01/19/2012 |
| Financial Advisor Trainee | Hamilton, Ontario, Canada | 01/18/2012 |
| Manager Customer Service Trainee | Northern Alberta, Alberta, Canada | 01/18/2012 |
| Senior Personal Banking Officer | Sarnia, Ontario, Canada | 01/18/2012 |
| Financial Advisor Trainee | Regina, Saskatchewan, Canada | 01/16/2012 |
| Personal Banking Officer | Sudbury, Ontario, Canada | 01/13/2012 |
Most Recent Jobs
- Customer Representative - Prince Albert, Saskatchewan
- 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: 105405 - Account Manager Small Business - Clarenville, Newfoundland and Labrador
- 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: 105425 - Account Manager Small Business - Hinton, 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: 105505