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Financial Sales Rep - Travel & Client Growth

Builtwell Bank

Hamilton

On-site

CAD 60,000 - 80,000

Full time

Today
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Job summary

A leading financial institution in Ontario is looking for a Financial Sales Representative to engage with customers and help them meet their financial goals. You will be responsible for providing exceptional service, actively participating as a team member, and educating clients about innovative banking solutions. A high school diploma is required, along with excellent communication skills and a proven sales record. This role requires a commitment to customer satisfaction and ethical banking practices.

Qualifications

  • Ability to learn and follow financial center operation and security procedures.

Responsibilities

  • Represent the bank with integrity and deliver world-class customer service.
  • Actively participate as a team member to help achieve target goals.
  • Execute outbound calls to acquire new customer relationships.
  • Educate customers on emerging bank technology and digital solutions.
  • Take ownership and resolution of customer issues.

Skills

Basic computer skills
Excellent communication skills
Demonstrated successful sales performance

Education

High school diploma or GED
Job description
A leading financial institution in Ontario is looking for a Financial Sales Representative to engage with customers and help them meet their financial goals. You will be responsible for providing exceptional service, actively participating as a team member, and educating clients about innovative banking solutions. A high school diploma is required, along with excellent communication skills and a proven sales record. This role requires a commitment to customer satisfaction and ethical banking practices.
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