Customer Service Representative, Bilingual Full-time Job

Role Specifications

Hybrid work environments with onsite requirements.

 

Flexible location: Winnipeg, MB. Edmonton, AB.

Working Hours: Monday to Friday, 37.5 hours/week.

 

CWB National Leasing. Equipping your business for growth. 

CWB National Leasing is Canada's largest and longest-standing equipment leasing & financing company – supports equipment dealers secure hassle-free financing solutions & secure equipment with a full range of financing in agriculture, construction, transportation, forestry, health care, commercial, and golf and turf equipment industries across Canada!

 

The opportunity

Our Bilingual Customer Service Representatives are the face and voice of CWB National leasing providing internal and external customers service and solutions. Whether connecting over the phone, virtually 2D screen-to-screen or via email, our customer service team oversees any updates or changes to and contact information.

The day-to-day

Customer service. Lease administration. Process optimization.

• Execute exceptional customer service. Effectively and efficiently respond or resolve all customer inquiries and concerns in a professional and respectful manner. Manage visitors and telephone calls with a sense of urgency. Exercise discretion and respect the confidentiality of all customer and vendor transactions.

• Perform complex lease processes . Enter credit applications, process information or documentation requests, verify lease information and generate and distribute lease documents as required. Adjust customer accounts while following policies and guidelines.

• Administer customer files. Update and process name changes, new lessees, address changes, banking information, etc. as requested by customers.

• Process optimization. Review all customer inquiries and cancellations for learnings and future optimization of internal processes. Identify opportunities to enhance internal processes, products, and services. Collaborate with customer service team to deliver best in class service.

 

Foundational knowledge and experience to grow from

You are fluently bilingual (French & English) and possess a high-school diploma with 1+ years of experience in customer service or office administration. Any financial work experience or knowledge is considered an asset!

 

Skills and competencies that will take you further

Service oriented. Administratively efficient.

• Customer focused: Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise. Provide full-service solutions for clients with the view to be every client's primary financial partner.

• Adaptable: Are comfortable working in a high-volume, fast paced setting where you are required to identify and respond to changes quickly, addressing customer inquiries or concerns.

• Administratively efficient . Respectful of information and data, you are accurate and thorough in your approach, execution & follow up.

• Confident & assertive. Sound in your knowledge, you deliver communication with tact & diplomacy.

• Organization and time management . You have the knack to effectively manage several priorities simultaneously.

• Optimizer: Commitment to working and contributing to continuous improvement of internal processes.

• Technically efficient. You are comfortable with Microsoft Office Suite of products and are adaptable to learning new software as needed.

• Team player. You work well with colleagues while striving to meet personal goals.

 

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.  
 
Wellness matters. We offer an award-winning benefits package that includes:

• hybrid work environments

• everyday flexibility

• company-funded health coverage

• health care spending account

• a flexible wellness program

• generous time-away options to unplug, rest & recover.

 

Career development. We commit to our employees' development and help them achieve their professional goals with:

• organization wide coaching services

• mentoring

• 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.

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, equipment financing and leasing, trust and wealth management across Canada. With more than 2,500 employees in companies with offices and branches across the country, we're helping our clients manage their money, grow their business and realize their financial potential. If you're interested in sales, support or leadership role with a growing, award-winning organization, chances are we have a challenging and rewarding opportunity of interest to you.