Estrie Region Financial Services Expert

Join a dynamic team as a Financial Services Expert in the Estrie region, focusing on providing high-quality financial solutions. This full-time, on-site role emphasizes excellent customer interaction and tailored services.

As a financial services professional, you will guide clients in using applications and tools for their transactions, ensuring they feel supported. You will courteously welcome members, assess their needs, and direct them accordingly. Your contributions are crucial in maintaining business relationships and assisting clients in need of fraud resolution, working alongside personal finance advisors.

Key Responsibilities:

• Guide clients on using technological tools for transactions

• Welcome and assess client needs effectively

• Contribute to business development initiatives

• Assist clients with fraud cases and make relevant referrals

• Work with finance advisors to enhance client services

Requirements:

• Passion for the financial services industry

• Relevant experience or training in customer service

• Strong communication skills

• Ability to quickly adapt to client needs

• Willingness to learn through DCI training

Drive customer satisfaction and financial well-being through your expertise in the Estrie region’s financial services.
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