Financial Services Representative II
5 days ago
Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients. Nous recherchons des professionnels passionnés qui partagent nos valeurs de confiance, de travail d'équipe et de responsabilisation.
Le rôleEn tant que représentant en services financiers, vous travaillerez dans un centre bancaire dynamique où vous ferez une différence significative dans la vie de nos clients. Vous serez responsable de favoriser les relations clés avec les clients, de comprendre leurs objectifs financiers et personnels, de leur proposer un service éclairé et sur mesure et de leur recommander les produits et solutions qui conviennent pour assurer leur réussite financière.
Compétences requises- Mobilisation des clients : Rencontrer les clients pour comprendre leurs priorités personnelles et les priorités de leurs entreprises, les conseiller relativement aux solutions possibles et établir pour eux un plan financier à long terme.
- Établissement de relations : Participer à des activités de marketing et de prise de contact pour montrer aux clients que leur clientèle et leur collectivité vous tiennent à cœur. Élargir votre réseau, approfondir les relations existantes et collaborer avec les autres afin que les clients soient mis en contact avec les bonnes personnes et profitent des bonnes occasions.
- Utilisation de la technologie : Devenir spécialiste des technologies. Faire part de connaissances en présentant aux clients nos applications de services bancaires mobiles pour leur permettre de mieux gérer leurs besoins bancaires.
- Vous accordez la priorité aux clients : Vous communiquez dans le but de trouver les bonnes solutions. Vous dépassez les attentes parce que c'est la bonne chose à faire.
- Vous avez une approche axée sur les objectifs : Vous êtes motivé par la réalisation de vos objectifs et vous donnez le meilleur de vous-même pour apporter davantage.
- Vous vous souciez des détails : Vous remarquez certaines choses que les autres ne voient pas. Votre esprit critique contribue à éclairer vos prises de décision.
- Vous aimez les gens : Vous trouvez un sens dans vos relations avec les autres, et votre entourage comprend un réseau diversifié de partenaires. Vous tissez des liens avec les autres par votre attitude respectueuse et votre authenticité.
- Vous adorez apprendre : L'acquisition de connaissances vous passionne. Vous faites preuve d'une grande curiosité.
- Vous êtes un professionnel agréé : Vous avez un agrément à jour et en règle en fonds communs de placement (réussite du Cours sur le commerce des valeurs mobilières ou du cours Fonds d'investissement au Canada).
- Vous pouvez justifier d'une année d'expérience dans le travail avec les clients et l'obtention de résultats de vente. Le fait d'avoir une expérience bancaire préalable dans une fonction similaire est un atout.
- Les valeurs vous tiennent à cœur : Vous restez vous-même au travail et vous incarnez nos valeurs de confiance, de travail d'équipe et de responsabilisation.
Nous sommes une banque axée sur les relations qui se concentre sur la satisfaction de nos clients. Nous recherchons des professionnels passionnés qui partagent nos valeurs de confiance, de travail d'équipe et de responsabilisation.
CompétencesNous recherchons des candidats dotés d'un large éventail de compétences, notamment en gestion de relation clientèle, en littératie numérique et en planification des objectifs.
Comment postulerSi vous êtes motivé par la satisfaction de nos clients et que vous partagez nos valeurs, nous vous encourageons à postuler à ce poste. Nous nous efforçons de créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place.
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