Investment & Personal Banking Specialist

  • 3-5 Year
  • Montréal
  •   Posted On: September 14, 2018
  •   Skills:  Customer Service Manager, Investment banking

Job Overview

Roles & Responsibilities

What you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by: 

Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for 

Educating our customers, providing relevant insights and expert advice

Building customer’s plans using a holistic approach to help them achieve their goals

Nurturing strong, long-standing relationships

Developing, retaining and growing the branch business by delivering against individuals and team sales goals that support a positive customer experience

What you’ve learned…

How to build strong customer relationships and deliver excellent customer service 

Demonstrated ability to meet and exceed business goals that align to a customer’s stated goals

To uncover and solve for customers’ needs

What we’re offering…

The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers 

A rewarding career path with diverse opportunities for professionally development

A competitive compensation and benefits package

Internal training to support your growth and enhance your skills

An organization committed to making a difference in our communities– for you and our customers

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