1 день назад
Financial Services Representative II (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative II (Banking): Advising personal and business banking clients in a full-time onsite banking centre role with an accent on relationship building, financial planning, investments, and tailored banking solutions. Focus on connecting clients with suitable products, supporting mobile banking adoption, and achieving client engagement and sales goals.
Location: Kindersley, Saskatchewan, Canada; onsite full-time. The role may require working at multiple banking centres within a reasonable travel distance, including evenings and weekends.
Company
is a relationship-oriented bank providing personal and business banking services, financial products, and digital banking solutions.
What you will do
- Meet with personal and business clients to understand their goals and priorities.
- Provide tailored advice, financial planning, and recommendations across cash management, credit, investments, and wealth protection.
- Build and deepen client relationships through outreach, marketing, networking, and community engagement.
- Connect clients with relevant internal specialists, products, and opportunities.
- Introduce clients to mobile banking applications and support their digital banking needs.
Requirements
- Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
- At least one year of experience working with clients and achieving sales results.
- Knowledge of banking, investments, customer engagement, and digital literacy.
- Strong relationship-building, critical-thinking, goal-planning, and customer-service skills.
- Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
Nice to have
- Prior banking experience in a similar capacity.
- Experience with outbound calls and proactive client engagement.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits and a broader employee benefits program, subject to plan terms.
- Defined benefit pension plan and employee share purchase plan, subject to plan terms.
- Vacation offering, wellbeing support, and a social recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive workplace with accessible candidate support and development opportunities.
Hiring process
- The process may include an attribute-based assessment and additional skills tests.
- Artificial intelligence tools may be used during recruitment.
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