Senior Investment & Personal Banking Specialist

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

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 comprehensive 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 

Develop personalized financial strategies including day-to-day banking, investments and borrowing solutions

Proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals

Obtained required Mutual Funds accreditation

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