The Senior Personal Banker is responsible for establishing and growing loyal, long term relationships with clients who have evolving personal banking needs. The person in this role typically has a portfolio of 350 to 500 clients for whom they provide comprehensive personal service and financial advice. The role focuses on attracting and retaining clients through continual discovery of new banking opportunities. The Senior Personal Banker must also develop relationships with internal partners and specialists throughout the organization.They are responsible for increasing revenue from existing portfolios and generating new revenue by acquiring new customers through targeted referrals. They are expected to have flexible schedules to support the new retail branch model of expanded hours of operation.

Typically, a person enters this position with 2 years' experience and an undergraduate university or college degree. They should have completed either the CSC or IFC as well as the Certificate in Financial Services Advice. They may have started as a Teller, Universal Banker, or Personal Banker. The typical age range is 24 to 34.

Responsibilities Include

  • Applying sound and appropriate financial strategies to strengthen client partnerships and create long-term profitable relationships
  • Conducting business development activities that generate referrals and new opportunities to achieve performance targets
  • Fostering internal and external relationships with influential associates to grow opportunities through referrals and optimize sales and service results
  • Identifying lending opportunities during the credit interview process (including mortgages (simple or complex), loans, lines of credit, overdrafts, and credit cards), and managing those opportunities skillfully and compliantly
  • Administering personal banking and small business banking accounts, loan applications, and investment accounts, both registered and non-registered
  • Resolving problems or referring them to correct departments when necessary

Alternate Name

Financial Advisor, Senior Account Manager

Earning Potential

$50,000-$60,000/year
Avg Salaries from Canadian job sites

Have Questions?
Get in Touch

Canadian Securities Institute seeks your permission to contact you on the details given in your profile for the purpose of sharing course content, updates and offers.

Required & Recommended Credentials and Courses

Below are the courses and credentials required and/or recommended for this career.

Find active jobs for this role