Senior Financial Services Representative

Senior Financial Services Representative

Senior Financial Services Representative

Job Overview

Location
Levis, Quebec
Job Type
Full Time Job
Job ID
94844
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
126

Job Description

This position reports to the Branch Manager.

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

Job ID: 94844

Similar Jobs

Puma

Full Time Job

Senior financial services representative Senior financial services representative

YOUR MISSIONThis role is responsible for Sales and Inventories, Product Margins ...

Full Time Job

Beam Suntory

Full Time Job

Senior financial services representative Senior financial services representative

What makes this a great opportunity?The successful candidate in this position wi...

Full Time Job

Puma

Full Time Job

Senior financial services representative Senior financial services representative

ResponsibilitiesTrack, manage and validate new system/process implementationSupp...

Full Time Job

Cigna

Full Time Job

Senior financial services representative Senior financial services representative

The job profile for this position is Financial Analysis Advisor, which is a Band...

Full Time Job

Cookies

This website uses cookies to ensure you get the best experience on our website.

Accept