Top Tech Jobs & Startup Jobs in Calgary

Processes deposits, withdrawals, bill payments, and other financial transactions accurately while following regulations and procedures. Assesses customer needs, recommends suitable banking solutions, resolves concerns, promotes products, and refers customers to appropriate partners. Maintains confidentiality, supports team effectiveness, contributes to operational improvements, and delivers positive customer experiences in a fast-paced branch environment.

Processes deposits, withdrawals, bill payments, and other financial transactions accurately and compliantly. Assesses customer needs, recommends suitable banking solutions, resolves concerns, promotes products, and refers customers to internal partners. Maintains confidentiality, achieves business objectives, supports team effectiveness, and identifies operational improvements. Requires strong administration, organization, communication, customer service, and time-management skills, along with proficiency in Microsoft Office and internet tools.

The Mobile Mortgage Specialist focuses on acquiring residential mortgage business, managing client relationships, and achieving sales targets through various partnerships and customer engagement strategies.

Underwrite and structure complex commercial credit solutions, assess customer creditworthiness and risk, conduct annual reviews, manage draw requests and credit facilities, and ensure compliance with internal policies and regulatory requirements. Partner with Relationship Managers to support profitable growth, cross-selling, customer service, risk mitigation, process improvement, and operational excellence. Provide subject-matter expertise, guidance, mentorship, and stakeholder relationship management across business lines.

Provide friendly, accurate front-line banking service by processing transactions, resolving customer concerns, identifying needs, recommending solutions, and supporting team performance and operational improvements.

Provide comprehensive financial planning and advice to mass-affluent clients, build and maintain long-term relationships, conduct reporting and analysis to inform recommendations, support team goals, mentor colleagues, monitor productivity and risk controls, and pursue business development to grow client base.

Processes deposits, withdrawals, bill payments, and other financial transactions accurately. Assesses customer needs, recommends appropriate banking products and services, resolves concerns, promotes banking solutions, and meets business objectives. The role also maintains confidentiality, follows regulations and procedures, supports team effectiveness, delivers positive customer experiences, and identifies operational improvements.

Provide comprehensive financial planning and advice to mass-affluent clients, manage relationships, conduct reporting and analysis, prospect and develop business, mentor teammates, monitor service and productivity, implement continuous improvements, and maintain risk controls. Must obtain CIRO RR license within 120 days and CFP designation within three years while staying current on industry trends and regulatory requirements.

Drive mortgage sales by developing new business and referral relationships (realtors, builders, planners). Manage client relationships, perform credit/retail banking assessments, and meet sales targets. Receive targeted training, coaching, and home-office tools; compensated via commission with benefits and career growth opportunities.

Develop Investment Advisors will build a client base of high-net-worth clients, develop comprehensive wealth management strategies, and implement sales strategies to attract and retain clients.