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financial services sales representative

NATIONAL BANK OF CANADA

This is a Contract position in Outaouais, QC posted August 31, 2017.

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

  • 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

Diversity is an integral part of the Bank’s values and commitments.In this document, the masculine gender designates both sexes with no discrimination intended, and is used only to facilitate reading.