Respond to enquiries of a non-routine nature; this may involve extensive research of various kinds of current and historical records. Research and respond to written enquiries concerning the replacement of lost or destroyed dividend/in[...]
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[...]
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to te[...]
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[...]
Facilitates timely client problem-resolution, and engages cross-functional representatives or groups, as appropriate.Responds to client concerns in a professional manner that conveys ownership, competence, respect, the value of the cli[...]
The Marketing Manager, Business Banking Lifecycle is accountable for executing marketing strategies to help drive business objectives for Canadian Business Banking customer onboarding, engagement and retention programs. The role will t[...]