Financial Services Representative

  • 3-5 Year
  • Blainville
  •   Posted On: April 27, 2018
  •   Skills:  Customer Service, Financial services, Leadership

Job Overview

Roles & Responsibilities

Job Requirements Customer Experience

Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver a legendary customer experiences and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations

Provide sound advice at every customer interaction to create a positive customer experience

Ensure customer problems are handled appropriately, escalating issues when necessary

Ensure the customer area is professional and inviting in appearance

Develop and Manage the Team/ Teamwork

Contribute to a positive working environment

Actively participate in the performance management process

Meet professional/personal development objectives by utilizing learning maps and external courses as required

Engage in and complete all internal training requirements for your role

Actively participate in regular meetings and coaching sessions

Business Results

Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services

Contribute to the achievement of branch business objectives by meeting or exceeding individual sales goals

Identify and refer customers to team members and internal Bank partners as appropriate

Internal Practices & Processes

Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit losses.

Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations

Understand and apply bank/branch operating policies and procedures – including assisting with the branch opening and closing procedures on a rotational basis

Ensure necessary due diligence is taken to support the accuracy of all customer transactions

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