What You’ll Be Doing
As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
How You’ll Succeed
- Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan.
- Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
- Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities, grow your network, deepen existing relationships, and work as one team to ensure ...