Senior Financial Services Representative

Senior Financial Services Representative

Senior Financial Services Representative

Job Overview

Location
Calgary, Alberta
Job Type
Full Time Job
Job ID
83994
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
208

Job Description

Main challenges :

Create an atmosphere of trust in order to establish a personalized relationship with our customers and offer excellent service

Promote the products offered by the Bank, guide customers through the wide variety of our financial products and services and propose new products that meet their needs

Carry out different types of research and analyses in order to provide accurate answers to customers' many questions, with a view to offering consistently outstanding customer service

Refer customers to the appropriate experts for more information depending on the needs expressed

The candidate needs to be able to identify all risks to the Personal and Commercial Banking sector's activities.

Specifically, you will:

Offer your support to the financial advisors in the administrative processing of loans and investments files

Independently negotiate, within previously defined limits, agreements with customers and other sectors in order to solve problems related to customer satisfaction

Optimize communications and relationships with various other departments and parties involved

Ensure that certain files are followed up and carry out various operational activities of a complex and varied nature

Act as a resource person while supporting business development by carrying out fairly basic administrative tasks and analyses

High school diploma and three years of relevant experience or College diploma and one year of relevant experience

Experience in the administrative processing of loans and investments, an asset

Knowledge of banking and financial products and services

Bilingualism (spoken and written) - English and French

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

Health and wellness program, including many benefits

Flexible group insurance

Defined benefit pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferred banking services

Volunteer program

Telemedicine

Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

Particular Condition:Please note that the work schedule may vary according to operational needs.

Job ID: 83994

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