● 招聘公司:加拿大TD银行 点击申请● 招聘职位:金融服务代表( Financial Services Representative) ● 工作内容:The Financial Services Representative understands customers’ banking needs and provides appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. This role will contribute to the growth of the business by developing and deepening the new and existing customer relationships and will be responsible for meeting and exceeding specific, individual and team based business goals. The Financial Services Representative reports to the Branch Manager, Manager Financial Services or Manager Customer Service & Sales. ● 工作要求: - 能够为业务卓越的分支目标做出贡献;
- 了解并遵守银行和行业的行为规范以及证券法律法规;
- 了解并应用银行或分支机构的经营政策和程序;
- 可以确保必要的尽职调查,以支持所有客户交易的准确性。
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