As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's journey by: Manage an assigned portfolio of high value and/or complex small business owner relationshi[...]
Is this role right for you? In this role, you will: Be passionate about leading and driving a customer focused culture throughout your team to deepen client relationships Assist with building and strengthening existing and new customer[...]
Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless exec[...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our Custo[...]
Here's what would be included as a part of your typical day Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to approp[...]