About Company
Hiring.zycto is rapidly expanding its footprint across diverse communities, driven by a commitment to fostering strong financial futures. For a Personal Banker, this means unparalleled opportunities for professional growth and making a tangible impact. We champion a client-centric approach, empowering our teams to build lasting relationships and deliver personalized solutions. Join a vibrant culture where your expertise is valued, and continuous learning is encouraged, ensuring you thrive in a supportive, forward-thinking environment designed for banking professionals.
Job Description
Are you a proactive and customer-focused individual passionate about helping people achieve their financial goals? Hiring.zycto is seeking a dedicated Personal Banker to join our dynamic team at our Brentwood branch in Burnaby. This is an exceptional opportunity to be the face of our institution, building meaningful relationships with clients and guiding them through a comprehensive suite of financial products and services. As a Personal Banker, you will play a pivotal role in understanding individual needs, identifying suitable solutions, and providing expert advice on everything from everyday banking to investments and lending. We believe in empowering our employees to take ownership of client relationships and contribute directly to their success and the overall growth of the branch.
Your day-to-day will involve engaging with a diverse clientele, performing detailed financial needs assessments, and proactively recommending tailored solutions. You will be responsible for opening new accounts, processing loan applications, and educating clients on digital banking tools, ensuring a seamless and positive banking experience. Beyond transactional duties, you will be instrumental in fostering financial literacy, helping clients make informed decisions, and proactively identifying opportunities to deepen client relationships through cross-selling and referrals. This role requires a blend of strong interpersonal skills, a solid understanding of financial principles, and a commitment to exceptional service. If you are driven by helping others, thrive in a collaborative environment, and are eager to make a significant impact within a growing financial institution, we encourage you to apply. We offer comprehensive training and development pathways to ensure your success and career progression, fostering a career where you can genuinely make a difference in our clients’ lives and contribute to the community’s financial well-being.
Key Responsibilities
- Conduct comprehensive financial needs assessments for clients to understand their goals and circumstances.
- Proactively offer and explain a range of financial products and services, including deposit accounts, credit cards, loans, mortgages, and investment options.
- Open new client accounts, process loan applications, and manage client inquiries and service requests efficiently.
- Build and maintain strong, long-term relationships with clients, acting as their primary point of contact for banking needs.
- Educate clients on digital banking solutions and self-service options to enhance their banking experience.
- Identify opportunities for cross-selling and referring clients to specialist advisors (e.g., wealth management, mortgage specialists) when appropriate.
- Ensure compliance with all internal policies, procedures, and regulatory requirements.
- Actively participate in branch initiatives, sales campaigns, and community engagement activities.
- Resolve client complaints and issues promptly and professionally, escalating complex cases as needed.
- Maintain up-to-date knowledge of market trends, product offerings, and competitor activities.
Required Skills
- Minimum of 2 years of experience in a personal banking, financial services, or customer service role with sales targets.
- Proven ability to build and maintain strong client relationships.
- Excellent communication, interpersonal, and presentation skills.
- Strong understanding of personal banking products and services (deposits, loans, investments).
- Demonstrated sales acumen and ability to achieve targets.
- Proficiency in using banking software and Microsoft Office Suite.
- High school diploma or equivalent.
Preferred Qualifications
- Post-secondary education in Business, Finance, or a related field.
- Mutual Funds License (IFIC or CSC) or willingness to obtain within a specified timeframe.
- Experience with CRM systems.
- Knowledge of local Burnaby community and market dynamics.
- Ability to communicate in multiple languages, particularly those common in the local area.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance.
- Generous paid time off and holidays.
- Defined contribution pension plan.
- Opportunities for professional development and career advancement.
- Employee assistance program.
- Discounted financial services for employees.
- Supportive and collaborative team environment.
How to Apply
If you are eager to advance your career as a Personal Banker and contribute to a thriving team, we invite you to apply. Please click on the link below to submit your resume and cover letter. We thank all applicants for their interest, however, only those selected for an interview will be contacted.