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This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Service Representative based in Canada.
This role sits within a fast-paced outbound contact centre environment where you will engage directly with clients to understand their financial needs and proactively recommend suitable banking and financial products. You will play a key role in supporting clients in achieving their financial goals through meaningful conversations and personalized guidance. The position combines sales, service, and advisory responsibilities, requiring both strong communication skills and a client-first mindset. You will work with a wide range of financial products while continuously building your knowledge of banking solutions. The environment is dynamic, target-driven, and highly collaborative, with a strong focus on delivering exceptional client experiences. This is a fixed-term opportunity offering exposure to core financial services operations and professional growth in a client engagement role.
Accountabilities:
- Conduct outbound calls to clients to promote and recommend financial products and services aligned with their needs and goals.
- Engage in meaningful client conversations to understand financial situations and provide tailored solutions and support.
- Deliver quick and accurate responses to client inquiries, ensuring high-quality service and issue resolution.
- Maintain strong product knowledge across banking and financial offerings, including updates on new campaigns and services.
- Identify client needs and connect them with appropriate solutions or internal specialists when required.
- Support a high-volume contact centre environment while maintaining service quality and compliance standards.
- Navigate multiple systems and tools efficiently to manage client interactions and records.
- Contribute to team performance by achieving individual and collective service and sales objectives.
Requirements:
- Experience in customer service, contact centre, sales, or financial services roles is preferred.
- Strong communication and interpersonal skills, with the ability to engage clients effectively over the phone.
- Ability to understand financial products and explain solutions in a clear and client-friendly manner.
- Comfortable working in a fast-paced, target-driven environment with performance expectations.
- Strong computer skills with the ability to navigate multiple systems and applications simultaneously.
- Goal-oriented mindset with a strong focus on client satisfaction and results.
- Ability to learn quickly and adapt to new financial products, tools, and processes.
- Collaborative approach with a strong sense of accountability and ownership.
Benefits:
- Competitive compensation with performance-based opportunities.
- Fixed-term full-time employment with structured training and onboarding.
- Exposure to financial services and banking product knowledge.
- Remote/hybrid work eligibility based on program requirements and performance.
- Employee support programs, wellness resources, and recognition initiatives.
- Opportunity to develop client engagement, sales, and financial advisory skills.
- Inclusive and collaborative team environment focused on learning and growth.
- Access to banking-related employee benefits (subject to program eligibility).
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