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Senior Financial Services Representative

Job ID 10513460 Date posted 01/11/2019

Primary Locations: Gatineau, Quebec

Employee Status: Regular

Schedule: Full-time


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

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

Qualifications:

  • 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




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

JobField: Advisory Services, Personal Banking

Unposting Date: 2019-01-25

Job Number: CUS00HW0

Posting Date: 2019-01-11

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