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Job Description
Knowledge of the products and services
offered by the bank, including mortgages, loans, chequing and savings
accounts, auto loans, money market accounts, Guaranteed Investment
Certificates (GICs), Registered Education Savings Plan (RESP), and bonds
Collection and gathering
of information from both new and existing clients
Identifying and talking to prospective
customers about products and services that best suit their needs
Opening bank accounts for new and
existing customers, manage transactions, and close accounts when necessary
Building relationships with current
and prospective clients as a foundation to promote their institution’s products
Resolving clients’ issues and perform
administrative tasks such as documenting their information, and other related
duties
Job Requirements
Thorough understanding of banking
and financial solutions
Good interpersonal and excellent
communication skills
Excellent numerical skills and working
knowledge of banking software
Working knowledge
of regulations and best practices regarding personal, commercial, or
business banking
Excellent at spotting opportunities
for a sales referral
Customer-focused approach to solving
problems
Meticulous attention to detail