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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in cash management, credit, investment, and wealth protection while providing exceptional client service and support. Capable of building strong relationships and identifying business growth opportunities to enhance client financial success.
Highest-signal resume keywords
Cash Management KnowledgeClient Service SkillsAnalytical ThinkingOrganizational SkillsProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash ManagementCredit KnowledgeInvestment KnowledgeWealth Protection KnowledgeClient File Preparation
Soft Skills
Relationship BuildingAccountabilityCommunication
Tools & Technologies
Appointment Booking Systems
Certifications & Qualifications
Valid Work PermitValid Study Permit
Industry Keywords
Financial ServicesClient SupportBusiness Growth Opportunities
About the role
Key responsibilities & impact- Partner with Relationship Managers to help high-value clients secure their futures and establish their businesses
- Provide administrative and client support to identify business growth opportunities
- Build strong working relationships and contribute to clients’ financial success
- Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide information
- Partner with Financial Advisors to help clients meet their financial goals
- Listen to clients, ask questions, take accountability for client issues, and identify solutions
- Prepare client files, book appointments, and maintain schedules
- Improve team productivity and proactively uncover business opportunities
- Work on-site full-time at multiple banking centres as needed
Requirements
What you’ll need- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- Flexibility to work banking centre hours, including evenings and weekends
- Flexibility to work at multiple banking centres within a reasonable travel distance
- Knowledge of cash management, credit, investment, and wealth protection
- Client service and customer experience skills
- Analytical thinking and problem-solving skills
- Organizational skills, including preparing client files, booking appointments, and maintaining schedules
- Ability to complete an attribute-based assessment and other skills tests where requested
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Accessible candidate experience
- Technological toolkit and collaborative workspaces