Financial Service Representative working in a hybrid model making outbound calls for financial services. Engaging with clients to understand their financial needs and suggest appropriate solutions.
Responsibilities
Work in a fast paced Contact Centre to proactively reach out to clients
Suggest new and existing financial services products
Engage in meaningful conversations to understand financial needs
Provide information and resolutions to client issues
Requirements
Fluent in French and English
Ability to work independently as an Agent@Home
Wired Internet connection to support call quality
Flexible to work Monday to Friday from 9:00 AM to 08:00 PM and Saturday from 10:00 AM to 6:00 PM
Benefits
Competitive compensation
Banking benefit*
Wellbeing support
Employee and family assistance programs
MomentMakers, our social, points-based recognition program
Job title
Financial Service Representative – Outbound Calls, Bilingual
Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
Financial Analyst providing financial and commercial input to investment decisions in a genomics technology company. Collaborating with cross - functional teams to influence strategic decision - making and provide revenue analytics support.
Support the Global Financial Controls team in administrative tasks and financial analysis. Collaborate globally while developing Excel and other software skills in a hybrid work model.
FP&A Manager at Demandbase supporting finance functions for GTM teams in a hybrid role. Joining a dynamic finance team in India with a focus on budget management and financial analysis.
Financial Operations Analyst responsible for transaction reporting and invoicing at PayJoy. Collaborating on efficiency improvements and financial compliance in operations.
Intern in Corporate Finance assisting with analysis, data collection, and Power BI dashboard development. Working at Uniper to support diverse projects in the energy sector.
Director of Finance overseeing accounting and financial operations at CARFAX Canada. Collaborating with leadership to drive financial improvements and ensuring compliance with regulations.
Finance Manager serving as a finance partner for specified Lines of Business at Bank of America. Leading forecasting and stress testing responsibilities with a team across secured lending products.