Account Manager
Centre for Aboriginal Human Resource Development Inc
6d ago

ORDER DATE.................................. : October 6, 2016

JOB TITLE........................................ : ACCOUNT MANAGER (BANKING ADVISOR)


WAGE TYPE................................... : DOQ

NUMBER OF POSITIONS.............. : 3

POSITION TYPE............................. : PERMANENT, FULL-TIME / CASUAL, 40 HOURS / WEEK

Canada’s largest bank with local, national and international operations is recruiting for full time positions or casual / contract positions.


Employees in this role spend their time proactively interacting with clients in all areas of the branch, offering help booking an appointment or referring to a colleague.

They assist clients with their financial and transactional needs (short and long term) including : everyday banking (Small Business and Personal), managing debt (credit lines, mortgages loans), savings investments registered and non- registered) and risk.

They contribute to the branch’s client experience and sales results by providing personalized advice and solutions, referring to partners, and deepening client relationships through cross-selling.

The flexibility of the Banking Advisor enables the bank to offer more sophisticated discovery and advice at first point of contact with our clients.

Responsibilities :

  • Proactively engage with clients in all areas the branch uncovering banking needs, providing advice and identifying sales and referral opportunities.
  • Advise clients on tailored financial solutions such as personal / business accounts, credit cards, loans / line of credit, overdraft, mortgages and investments that meet client needs.
  • Respond to client-initiated contacts, assisting with financial transactions (deposits, withdrawals, cheque cashing / ordering, bill payments, money orders and transfers, and foreign currency exchanges) while prospecting for additional opportunities, referral and appointment bookings.
  • Maintain and grow the client’s portfolio by identifying and promoting personal banking advice and solutions with a continuous focus on client service and new business development.
  • Take ownership of client problems, respond with empathy and provide sound solutions.
  • Qualifications :

  • Previous experience in Retail / Sales an asset
  • Previous customer service experience in any industry such as hospitality, retail health or community service
  • Leadership skills demonstrated through school, sports and community or work experience
  • Demonstrated strength in relationship-building with aptitude for communicating with others
  • Knowledge / Accreditation

  • Must have Mutual Funds course i.e. Canadian Securities Course or Investment Funds in Canada
  • Knowledge or fluency in a second language is an asset
  • Skills / Competencies / Attributes

  • Must have strong communication skills and be a natural conversation starter, comfortable approaching, engaging and building strong rapport with clients
  • Well-developed sales acumen, self-motivated and able to thrive in a dynamic, team-focused sales environment
  • Able to listen and find solutions for clients in a quick and confident way
  • Adaptable, flexible, well developed time management skills
  • Above average interpersonal, negotiation and problem-solving skills
  • Solid opportunity spotting and closing skills that contribute to overall team sales targets
  • Analytical and creative thinking skills
  • Strong computer skills and comfort using technology
  • Able to work flexible hours depending on the branch hours of operation
  • Education

  • Post-secondary diploma / degree, ideally in Commerce, Business Administration or related experience
  • Eligibility :

  • Must submit to Credit Check
  • Must submit to Criminal Record Check
  • Apply
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