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National Bank: Senior Financial Services Representative

National Bank

This is a Full-time position in Montreal, QC posted September 4, 2020.

This position reports to the Branch Manager.Main challengesCreate an atmosphere of trust in order to establish a personalized relationship with our customers and offer excellent servicePromote 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 needsCarry out different types of research and analyses in order to provide accurate answers to customers’ many questions, with aview to offering consistently outstanding customer serviceRefer customers to the appropriate experts for more information depending on the needs expressedThe candidte needs to be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.Specifically, you will:Offer your support tothe financialadvisorsin theadministrative processing of loans and investments filesIndependently negotiate, within previously defined limits, agreements with customers and other sectors in order to solve problems related to customer satisfactionOptimize communications and relationships with various other departments and parties involvedEnsure that certain files are followed up and carry out various operational activities of a complex and varied natureAct as a resource person while supporting business development by carrying out fairly basic administrative tasks and analysesHigh school diploma and three years of relevant experience or College diploma and one year of relevant experienceCustomer service experienceExperience in the administrative processing of loans and investments, an assetKnowledge of bankingand financial products andservicesBilingualism (spoken and written) English and FrenchWe 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.Please note that the work schedule may vary according to operational needs.