Financial Services Representative

3 weeks ago

Rosser, Canada CALCULUS FINANCIAL Full time

Job Title: Financial Services Representative

About the Role:

We are seeking a highly skilled Financial Services Representative to join our team at Calculus Financial. As a key member of our team, you will be responsible for providing exceptional customer service and financial management expertise to our clients.

Key Responsibilities:

  • Balance daily transactions and process banking transactions with accuracy and efficiency.
  • Promote financial products and services to clients, ensuring they receive the best possible solutions for their needs.
  • Store, update, and retrieve financial data with precision and attention to detail.
  • Answer client inquiries and resolve problems or discrepancies concerning their accounts in a timely and professional manner.
  • Work collaboratively with the team to achieve sales targets and provide exceptional customer service.

Requirements:

  • 2 years of experience in a financial services role.
  • College education or equivalent.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment with tight deadlines.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.

How to Apply:

Please submit your resume and cover letter to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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