Personal Banking Officer

The Personal Banking Officer is responsible for contributing to the branch’s overall success by achieving individual sales targets through meeting the financial needs of mid-market retail customers by providing practical advice and superior customer service. In addition, the PBO will identify referral opportunities to other areas of the business (Premium Banking, Small Business, Wealth Management, Corporate and Commercial) and comply with all operational policies and regulations. The PBO is responsible for meeting/exceeding weekly, monthly and annual sales targets and sales productivity goals along with other objectives relating to customer service, number of products per successful appointment, operational effectiveness, teamwork and personal development. The PBO is expected to provide straightforward and knowledgeable service to create a relationship of mutual trust and confidence with branch customers and colleagues.

Accountabilities

• Meet or exceed sales targets by delivering needs-based solutions, growing share of wallet, generating new business, and leveraging tools and marketing initiatives.
• Build and deepen mid-market customer relationships through proactive engagement, tailored advice, regular follow-ups, and consistent delivery of the Service Promise.
• Maintain an active pipeline, effectively manage time and sales activities in Counselor, and ensure accurate, timely completion of all sales administration.
• Identify and action cross-line-of-business referral opportunities, ensuring effective collaboration and seamless customer handoffs across teams.
• Adhere to KYC and regulatory requirements, maintain up-to-date product and market knowledge,

Required skills and qualifications for this role include

• Bachelor’s degree or professional certification in banking or related field
• 2 – 5 years of sales experience in retail banking or financial services
• Strong organizational skills
• Strong collaboration skills
• Proven track record of delivering high-quality customer service
• Strong communication and negotiation skills
• Analytical thinking and problem-solving
• Sales and relationship-building mindset
• High level of integrity and attention to detail
• Ability to work in a fast-paced, target-driven environment

A comprehensive range of benefits is offered. Qualified candidates should submit their CV by 10th July, 2026 via email to: CaymanHR@scotiabank.com Note: Only persons short-listed for an interview will be contacted.