Client Service Representative
3 days ago
Job Summary
Job Description
Key Responsibilities
We are seeking a highly motivated and client-focused individual to join our team as a Client Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.
Key Responsibilities:
- Client Engagement: Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
- Client Education and Demonstration: Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
- Client Support: Respond to client-initiated contact, assisting them with a full range of financial transactions.
- Relationship Building: Actively listen and engage clients in conversation to further understand their individual needs, and proactively take ownership of resolving and preventing client banking problems.
- Partnership Development: Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
Requirements
Must-have:
- Client Focus: Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment.
- Problem-Solving and People Skills: Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients.
- Flexibility and Adaptability: Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
- Digital Literacy: Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
- Availability: Must be able to work all business hours.
Nice-to-have:
- Industry Experience: Track record in building rapport and maintaining client relationships within the financial or service industry.
- Accreditation: Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course).
What's in it for you?
We offer a comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits. You will also have opportunities for career advancement, world-class sales training, coaching, and development opportunities, as well as support from a dynamic, collaborative, and high-performing team.
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