Personal Banker Jobs in Okotoks, AB
Financial Advisor - Fifth Avenue Branch
- Connect First Credit Union
- Calgary, AB (22 miles from Okotoks, AB)
- 7 hours ago
- Calgary, AB (22 miles from Okotoks, AB)
- 7 hours ago
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers Building a comprehensive knowledge of the local market, competitive offers, and economic trends Adhering...
In Personmanagement and private banking, corporate and investment banking, and capital markets....
In PersonSenior Personal Banker - Investing
- TD Bank
- Calgary, AB (22 miles from Okotoks, AB)
- 20 days ago
- Calgary, AB (22 miles from Okotoks, AB)
- 20 days ago
As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth....
In PersonSenior Personal Banker - Home Borrowing
- TD Bank
- Calgary, AB (22 miles from Okotoks, AB)
- 30+ days ago
- Calgary, AB (22 miles from Okotoks, AB)
- 30+ days ago
As a Senior Personal Banker, Home Borrowing, you play a key role in guiding clients through the home borrowing process with expertise, clarity, and a focus on their unique financial needs....
In PersonPersonal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Okotoks, AB
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Okotoks, AB offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Private Banking
- Asset Allocation
- Dodd-Frank
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Mutual Funds
- Consumer Lending
- Annuities
- Retail Banking
- Account Maintenance
- Wealth Management
- Securities and Exchange Commission
- Cross Selling
- Client Relationships
- Lending
- Investment Management
- Mortgage Processing
- Financial Planning
- Fraud Investigation
- Financial Services
- Prospecting
- Compensation and Benefits
- Business Planning
- Customer Satisfaction
- Acquisitions
- Notary Public
- Risk Management
- Referrals
- Retail
- Relationship Management
- Networking
- High School Diploma
- Customer Relations
- Written Communication
- Business Development
- Military Background
- Reporting
- Coaching
- Employee Development
- Policy Development
- Flexibility
- Sales
- Regulations
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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