Job Information
Retail Banking Client Advisor
Ottawa, Canada 33 Days Ago
Overview
Job Category: Banking/Finance
Job Type: Full-Time
Posted: 2020-06-30
Requirements
Job Status
Start Publishing: 2020-06-30
Stop Publishing: 2020-08-29
Ottawa, Canada
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Description

What will you do?

 

  • 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
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Qualifications

What do you need to succeed?

 

Must-have

  • Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry
  • Good communication skill in Mandarin
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