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Personal Banking Officer

Orleans, ON, Canada

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Join the Global Community of Scotiabankers to help customers become financially better off.

A Best Workplace

Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace®, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, and Latin America by the Great Place to Work® Institute.

A multinational winning team
Scotiabank is a leading multinational financial services provider and Canada's most international bank. Since welcoming our first customers in Halifax, Nova Scotia, in 1832, Scotiabank has continued to expand its global reach. Today, through our team of more than 83,000 employees, Scotiabank and its affiliates offer a broad range of products and services, including personal, commercial, corporate and investment banking, to over 19 million customers in more than 55 countries around the world.

Corporate Social Responsibility
Scotiabank helps to build bright futures worldwide through ethical banking practices, environmental awareness and a commitment to communities.

Location : Place D'Orleans Community & Surrounding areas (i.e. Casselman)

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 suite of financial advice and solutions, supported by an excellent customer experience, to over 7.5 million personal and business customers across Canada through 1,037 branches, over 3,488 automated banking machines, as well as Internet, mobile and telephone banking, specialized sales teams, and third party channels.

QUALIFICATIONS:

Bilingual (English and French required).

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.

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.


Scotiabank 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 Bank-Recognized Equivalent.

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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