Financial Services Representative

2 days ago


Windsor, Windsor and Maidenhead, United Kingdom Bank of Montreal Full time

About the Role

We are seeking a Financial Services Representative to join our team. As a key member of our banking operations, you will be responsible for delivering exceptional customer service and support to our clients.

Key Responsibilities:

  • Provide personalized banking services to customers, including transactional support and advice on financial solutions.
  • Collaborate with colleagues to ensure seamless execution of customer transactions and resolve any issues promptly.
  • Maintain accurate records and files, ensuring compliance with regulatory requirements and Bank policies.
  • Stay up-to-date with industry developments, products, and services to provide informed advice to customers.
  • Participate in ongoing training and development to enhance skills and knowledge.

Requirements:

  • No prior experience necessary; post-secondary degree or certification in a related field is desirable.
  • Strong communication and interpersonal skills, with the ability to work effectively with diverse groups.
  • Ability to multitask, prioritize tasks, and meet deadlines.
  • Basic knowledge of personal, commercial, and partner offers, and how each can best serve customers' individual needs.

What We Offer

  • A competitive salary of $60,000 - $80,000 per year, depending on experience.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
  • Ongoing training and development opportunities to enhance skills and knowledge.

About Us

The Bank of Montreal is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing, and transforming how we work to drive performance and continue growing the good.



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