Position Overview
Description
:
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutionsBy asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationshipsIncrease customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining c...