Customer Service Representative, Financial Services

1 week ago


Montreal, Quebec, Canada National Bank Full time
About the Role

We are seeking a highly skilled Customer Service Agent to join our team at National Bank. As a Customer Service Agent, you will play a critical role in supporting our clients with their financial needs, including personal loans, lines of credit, and mortgages.

Key Responsibilities
  • Provide exceptional customer service to clients via phone, email, and in-person interactions
  • Assess client needs and provide personalized financial solutions and recommendations
  • Collaborate with internal stakeholders to resolve client issues and concerns
  • Stay up-to-date on product knowledge and industry trends to provide informed advice to clients
Requirements
  • High school diploma or equivalent required; post-secondary education in a related field an asset
  • Minimum 1 year of customer service experience in a financial services environment
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks


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