ORDER DATE.................................. : October 6, 2016
JOB TITLE........................................ : ACCOUNT MANAGER (BANKING ADVISOR)
NATIONAL OCCUPATION CODE. : 6551
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.
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.
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
Post-secondary diploma / degree, ideally in Commerce, Business Administration or related experience
Must submit to Credit Check
Must submit to Criminal Record Check