[NV-244] | Senior Financial Services Representative

[NV-244] | Senior Financial Services Representative

14 Jan
|
National Bank
|
Outaouais

14 Jan

National Bank

Outaouais

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

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

- Customer service 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

We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.

See how we do it:  https://jobs.nbc.ca/diversity

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

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