670 Jobs Found
Client Service Assistant Full-time Job
Customer Service St. John'sJob Details
Application Deadline:
07/12/2024
Address:
238 Water Street
Job Family Group:
Wealth Sales & Service
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.
- Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
- Assists the advisory team in preparing for client meetings, including scheduling appointments.
- Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
- Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
- Maintains and organizes client database and client files.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
- Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
Please note the base salary for this specific position in in St-John's, NL is
$ 38,000.00 and this role may be eligible to receive a monthly discretionary bonus.
Salary:
$31 600,00 - $46 200,00
Client Service Assistant
BMO CANADA
St. John'sCustomer Service Full-time
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Broker Services Representative Full-time Job
Customer Service BramptonJob Details
Responsible for overseeing and managing the performance of Brokers and their trucks on a daily and a long-term basis, including engagement, retention and Broker relations.
How You’ll Help
- Ensure company, brokers, and drivers adhere to broker agreements, SOPs, safety requirements including driver speed, HOS violations, and work with Compliance to monitor MVI, and MMR, WSIB, Sticker Renewals, 6 month inspections etc.
- Work with the company and brokers to resolve issues, holding all parties accountable to their responsibilities while maintaining broker engagement and satisfaction
- Address brokers’ and drivers’ concerns; focused on maximum profitability for their units
- Manage miles on each truck to ensure productivity targets and company standards are met including hired contract obligations
- Investigate and address repeat late deliveries, load refusals, and non-compliance with SOPs
- Supporting recruiting department on new hires, with job requests, interviews as well as onboarding.
- Ensuring new units/drivers are setup with expected equipment (satellite and camera), documents in hand, apps, drivers and decals started and up to D&R standards.
- Conducting Orientation for new drivers/brokers as required
- Working closely with the safety team on driver training and safety related concerns as identified
- Proactively managing At Risk drivers and Broker to correct issues before they leave.
- Posting and awarding new schedules for given areas following the scheduled assignment policy.
- Manage / support compliance with random drug tests monthly
- Work with brokers on statement issues, missed payments and related concerns.
- Work with drivers in regards to payment concerns or disputes on irregular duties such as working time or customer detention.
- Liaison between driver and/or broker with Safety, Compliance, Recruiting and operations departments as needed
- Supporting the recruiting department on new hires with job requests to manage business needs
- Produce Bi-weekly reporting for broker finance and work with operations to identify below average earners
- Other related duties as may be required
Your Skills & Experience:
- Completion of secondary education preferred
- Post-secondary training in logistics or business, an asset
- A suitable combination of education and experience may be considered
- Previous transportation, operations or customer service experience is preferred
- A suitable combination of education and experience may be considered
- Proficient in MS Outlook, Excel & Word; experience with Truckmate, an asset; ability to learn new programs
- Strong communication skills including the ability to relay information (verbal and written) between several parties and deliver a positive customer experience
- Ability to multitask and prioritize in a deadline driven environment; appropriate sense of urgency
- Ability to work independently and to collaborate with others to meet customer expectations.
- Troubleshooting and problem solving skills; the ability to evaluate current situation, respond quickly to changing requirements, execute and escalate accordingly
- Strong team and customer service focus; negotiation and conflict resolution skills
- Demonstrated ability to build and maintain relationships
- Up to 10 percent travel may be required
To apply, visit our Careers page at dayross.com.
If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview.
Broker Services Representative
Day & Ross Inc.
BramptonCustomer Service Full-time
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Customer Experience Associate Full-time Job
Customer Service Parry SoundJob Details
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Is this role right for you? In this role you will:
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers’ needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:
- Have proven customer service skills through work or community involvement
- Are willing to assist in a professional, friendly and efficient manner
- Are available to work a flexible schedule
- Are comfortable in simple sales situations
- Have strong technical skills and the ability to promote digital and self-service banking options to our customers
What’s in it for you?
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities – for you and our customers
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- A competitive compensation and benefits package
Customer Experience Associate
Scotiabank
Parry SoundCustomer Service Full-time
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Bilingual Contact Centre Representative Full-time Job
Customer Service MontréalJob Details
Department Overview
Helping is at the heart of everything we do at our contact centres, and we’re proud of the value that we can deliver 24-hours a day, 7-days a week for more than 27 million TD customers. At Fraud Loss Prevention, we are passionate in supporting and educating our customers to protect them from potential fraud. Alongside caring colleagues and supportive leaders, you’ll make a meaningful difference to our business, our customers, and our communities.
Job Details
What You’ll Do
As the voice of TD, you’ll be passionate about understanding our customers. Whether you’re assisting in-bound callers with account inquiries, or resolving an issue by providing advice and recommending a TD product or service, you’ll help us offer trusted support to our clients whenever they need it. You’ll consistently deliver legendary customer service by providing each caller with the right solutions to meet their unique banking needs.
As a valued member of our Contact Centre Team, you will:
- Make people’s day: consistently deliver an outstanding customer service experience by offering friendly support through your knowledge of TD products, services and solutions.
- Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns.
- Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.
- Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.
Where You’ll Work
After completing in-person training and onboarding sessions, you’ll work primarily offsite. Since most of your work activities can be performed independently, you’ll spend about 95% of your time at your secure, private workspace with a stable internet connection. Your remaining time will be spent at a TD location for in-person team events and experiences. The hiring manager will provide more information about how this works for their team.
Job Requirements
What You Need to Succeed
We’re proud to work with a group of diverse colleagues. If you have relevant experience that isn’t mentioned below, tell us about it in your resume or cover letter.
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High School Diploma or equivalent
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Bilingual (French & English)
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Exceptional communication and listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.)
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Ability to de-escalate in stressful environments/situations with empathy, care and urgency
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Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics.
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Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.).
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Flexibility, resiliency, and a positive attitude when responding to challenging situations.
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Ability to work both independently and as part of a team.
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Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices.
Additional Information
We’re delighted that you’re considering building a career with TD. Through regular colleague development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion about helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
Training & Onboarding
We’re hosting in-person training and onboarding sessions at 7250 rue Mile End, Montreal for 10 weeks to ensure you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
National Occupation Classification (NOC) Code
14201 – Banking, insurance and other financial clerks (NOC)
Bilingual Contact Centre Representative
TD Securities
MontréalCustomer Service Full-time
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Client Advisor Full-time Job
Customer Service Mount PearlJob Details
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities,, you can build a great career with us as a future Account Manager/Banking Advisor.
What will you do?
- Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
- Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to work as one RBC team
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
What do you need to succeed?
Must-have
- Goal-oriented individual with a demonstrated passion for putting clients first.
- Drive and self-motivation, as well as excellent communication skills and emotional intelligence
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Personal flexibility to work flex hours
- Eagerness to learn and determination to succeed
- Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Nice-to-have
- Track record in building rapport and maintaining client relationships within the financial, service or retail industry
- Mutual Funds accreditation
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- A world-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy
Additional Job Details
Address:
45 COMMONWEALTH AVE:MOUNT PEARL
City:
MOUNT PEARL
Country:
Canada
Work hours/week:
17
Employment Type:
Part time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-06-19
Application Deadline:
2024-06-25
Client Advisor
Royal Bank Of Canada
Mount PearlCustomer Service Full-time
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Customer Service Representative Full-time Job
Customer Service CranbrookJob Details
Application Deadline:
07/19/2024
Address:
934 Baker Street
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
- Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
- Contributes to business results and the overall experience delivered in the branch.
- May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
- Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
- High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
- Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
- Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
- Projects a professional presence.
- Basic knowledge of specialized sales and business banking solutions to refer to specialists.
- Passionate commitment to helping customers.
- A focus on delivering a personal experience to customers.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).
Compensation and Benefits:
$33,850.00 - $43,500.00
Customer Service Representative
BMO CANADA
CranbrookCustomer Service Full-time
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Customer Fulfillment Associate Full-time Job
Customer Service HalifaxJob Details
Position Summary...
To pick and pack online grocery delivery orders ensuring a high quality standard and accuracy while adhering to strict safety and food hygiene standards to achieve customer satisfaction.
What you'll do...
1. Efficiently picks and assembles orders from various temperature areas with great care and quality in mind to achieve “On Time” delivery to customers.
2. Packs orders with attention to detail including distinguishing between similar named products, exact quantity, correct product codes.
3. Ensures that products picked are of the highest quality i.e. no damaged products, freshest product selection etc.
4. Correctly documents and labels all orders correctly through interpretation and understanding documentation including pick slips, packaging details, shipping labels, etc.
5. Optimizes tote fill by packing orders in a space efficient manner while still ensuring product quality standards are maintained.
6. Balances fulfillment responsibilities with customer interaction and offering service including supporting issues to resolution.
7. Ensures strict adherence to strict safety and food hygiene standards including maintaining a clean and hygienic work area, immediate clean up of all spills and debris and ensures all totes are clean and void of debris before packing; Operates material handling equipment in a safe and responsible manner and ensuring that all safety pre-inspection checks are completed before use; Exhibits behaviors that support the organization’s mission and core values.
8. Participates in continuous improvement initiatives by suggesting changes including but not limited to operational procedures, productivity standards and efficiencies, customer satisfaction, safety, working conditions and quality standards; Demonstrates flexibility in completing /adjusting to work assignments based on customer requests and meeting daily delivery schedules.
Minimum Qualifications...
Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications.
Age – 16 or older
Preferred Qualifications...
Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications.
Walmart will accommodate the disability-related needs of applicants and associates as required by law.
Primary Location…
141 Damascus Rd, Bedford, NS B4A 0C2, Canada
Customer Fulfillment Associate
Walmart
HalifaxCustomer Service Full-time
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Customer Experience Associate Full-time Job
Customer Service MontréalJob Details
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Is this role right for you? In this role you will:
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers’ needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:
- Have proven customer service skills through work or community involvement
- Are willing to assist in a professional, friendly and efficient manner
- Are available to work a flexible schedule
- Are comfortable in simple sales situations
- Have strong technical skills and the ability to promote digital and self-service banking options to our customers
What’s in it for you?
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities – for you and our customers
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- A competitive compensation and benefits package
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.
Customer Experience Associate
Scotiabank
MontréalCustomer Service Full-time
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Client Service Representative Full-time Job
Customer Service OttawaJob Details
Posting Closing Date:
June 23, 2024
Please note: jobs are posted until 11:59 pm on the job closing date.
Job Description:
Reporting to the manager of Parking, Lockers, and Card Services, the incumbent is responsible for the delivery of AC Cards and U-passes to eligible students prior to the beginning of each semester.
The incumbent must verify the eligibility of the student by querying student profiles through the card production software before printing the AC Cards and U-Passes. The incumbent will also be required to register every AC card and U-pass through an activator.
Required Qualifications:
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One (1) year certificate in General Office Administration or equivalent
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Minimum of one (1) year of front line customer service experience in a high-volume environment
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Computer skills
Anticipated Schedule:
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24 hours per week (morning and afternoon shifts available - 8:00am-12-30pm or 12:15pm-4:45pm).
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Weekend as needed
*This position is paid at Clerk General C - Payband 5
*Vacancies are for the following positions: P16432, P16901, P17075, P17269, P17268, P17267, P17265, P17264, P17814, P17813, P17812, P17811, P20060, P20059, P20058, P20057, P21222, P21221, P21220
This position requires regular on-site work at Algonquin College’s Woodroffe (Ottawa) Campus
(19 Positions Available)
Client Service Representative
Algonquin College
OttawaCustomer Service Full-time
17.64 - 19.16
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Customer Advice Specialist Full-time Job
Customer Service SydneyJob Details
Background Screening Requirement:
- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References
What's the job?
When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
What else will you get to do every day?
- Getting a natural high from delivering positive and unexpected customer experience through general retail banking
- Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
- Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
- Proactively and creatively offer helpful solutions and alternatives to customer inquiries
- Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment
Who are we looking for?
- We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
- Experience helping members in either a bank or credit union for a minimum three years, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
- You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
- You proudly hang your Investment Funds in Canada certificate in your office.
- You really like building relationships with a wide variety of people and want to help them with simple financial help.
- You are a big fan of teamwork and demonstrate your team spirit every day.
- You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
Customer Advice Specialist
Coast Capital
SydneyCustomer Service Full-time
55,000 - 65,000
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Service Desk Specialist Full-time Job
Customer Service EdmontonJob Details
Everyday flexibility. Hybrid work environments. Collaborative connection.
CWB Corporate
Put a new spin on your banking career
The overwhelming majority of our employees say CWB is a Great Place to Work®
We’re different from the big banks in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
Our employees love CWB. You’ll love it here too.
The opportunity
The Service Desk Analyst delivers high quality technical support and customer service to internal stakeholders across CWB Financial Group, ensuring their IT-related issues are resolved promptly and effectively. By managing and resolving Incidents, processing Service Requests, and providing expert guidance, they aim to maintain high levels of user satisfaction and operational efficiency, enabling seamless and productive use of technology within the organization.
Specific Accountabilities
Accountability #1 – Client Support
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Incident Management
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Logging, categorizing, and prioritizing Incidents reported by Client Partners.
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Diagnosing and resolving technical issues and/or updating client partners within agreed time frames.
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Triaging unresolved incidents to appropriate support teams.
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Service Request Management
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Fulfilling Service Requests such as access provisioning, access deprovisioning, software installs, etc.
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Ensuring Service Requests are fulfilled and communicated within established timelines.
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Communication
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Receive and process contacts from Client Partners through various methods: phone, self-serve, email, chat, etc.
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Keeping Client Partners informed about the status and progress of their Incidents and Service Requests.
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Interpreting and translating customer concerns and requests for IS teams and technical outcomes into laymen speak for Client Partners.
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Providing clear and concise instructions to users for troubleshooting and resolving issues.
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Initiating and communicating updates to Major Incidents to IS and/or Client Partners.
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Documentation
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Maintaining accurate records of Incidents, Service Requests, and outcomes in ServiceNow
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Creating and updating knowledge base articles, intranet pages and support documentation.
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Problem Management Support
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Identifying and documenting recurring issues within Problem Management for root cause investigation.
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Assisting in the investigation and analysis of underlying problems.
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User Training and Support
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Educating Client Partners on best practices for using IT systems and software.
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Compliance and Security
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Adhering to IS policies, procedures and security protocols.
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Ensuring compliance with data protection and privacy regulations.
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Customer Service
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Delivering excellence customer service and maintaining a professional demeanor.
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Ensuring user satisfaction and addressing any concerns or complaints.
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Accountability 2 – Process Development and Improvement
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Continuous Improvement
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Recommend improvements to existing processes and procedures to increased efficiencies, improve turn-around time of Client Partner contacts or prevent Incidents.
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Participate in process improvement initiatives.
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Provide feedback on tools, processes and procedures to enhance service quality.
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Learn and support new or changing services transitioned to operations.
Accountability #3 – People
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Inspire trust by being open, honest and direct in communication meeting commitments and behaving ethically in all dealings
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Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel
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Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
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Accept responsibility and accountability for actions and results
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Make decisions guided by common sense and sound business judgement
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Prepare and regularly review annual goals and career development plan with manager/supervisor
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Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions.
Skills and competencies that will take you further
Professional Knowledge (Education & Technical Knowledge)
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University Degree\Community College diploma in Information Technology and/or Business Administration.
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ITIL Foundations Certificate considered an asset.
Professional Experience (Practical Experience)
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1+ years of IS/IT work experience and related study in a client service or service desk environment, with an understanding of the various functions of an IT department.
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Experience with ITSM tools, Microsoft Entra ID (Azure Active Directory), Microsoft 365 Administration, Microsoft System Center Configuration Manager (SCCM), Citrix, and VPN.
Professional Competencies
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Ability to prioritize and manage a large number of tasks simultaneously.
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Excellent written and oral communication skills to communicate with both technical and business team members/stakeholders.
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Strong focus on customer service with a patient, positive and customer friendly attitude.
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Ability to understand and accurately interpret the meaning, purpose impact and urgency of issues and requests reported by Client Partners
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Ability to remain calm in high-pressure situations and deescalate.
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Strong analytical and problem-solving skills.
Why work with us?
Your success is our obsession! And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.
Wellness matters. We offer an award-winning benefits package that includes:
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Hybrid work environments
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Everyday flexibility
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Generous company-funded health coverage
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Health care spending account
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A flexible wellness program
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generous time-away options to unplug, rest & recover
Career development. We commit to our employees’ development and help them reach their professional goals with:
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Organization wide coaching services
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Mentorship
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Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
Closing Date:
* Position closes at 12:01am on the close date identified below.
07/1/2024
Service Desk Specialist
CWB Financial Group
EdmontonCustomer Service Full-time
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Client Service Representative Part-time Job
Customer Service Pointe-ClaireJob Details
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you will be constantly on-site.
How you'll succeed
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Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
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Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
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Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Who you are
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You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
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You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
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You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
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You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
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You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
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Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
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We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
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Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
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We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
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CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
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You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
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We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us
Job Location
6341 TRANSCANADIENNE
Employment Type
Regular
Weekly Hours
30
Skills
Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services
Client Service Representative
CIBC
Pointe-ClaireCustomer Service Part-time
Learn More