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47 Jobs Found

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Sylvan Lake
Job 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
Sylvan Lake - 57.45km
  Customer Service Full-time
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...
Learn More
Apr 19th, 2024 at 16:35

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Red Deer
Job 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
Red Deer - 76.93km
  Customer Service Full-time
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...
Learn More
Jun 11th, 2024 at 00:41

Customer Experience Associate Part-time Job

Scotiabank

Customer Service   Lacombe
Job 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

 

Location(s):  Canada : Alberta : Lac La Biche 

Customer Experience Associate

Scotiabank
Lacombe - 80.79km
  Customer Service Part-time
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...
Learn More
Mar 21st, 2024 at 12:58

Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Drayton Valley
Job Details

Application Deadline:

06/08/2024

Address:

5109 50th St

Job Family Group:

Retail Banking Sales & Service

 

 

Minimum of 18.75 hours/week. Candidates should be flexible to work within branch hours.

 

 

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 - $44,000.00

Customer Service Representative

BMO CANADA
Drayton Valley - 94.63km
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 06/08/2024 Address: 5109 50th St Job Family Group: Retail Banking Sales & Service     Minimum of 18.75 hours/week. Candidates should be flexible to work w...
Learn More
Jun 6th, 2024 at 12:48

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Airdrie
Job 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
Airdrie - 133.46km
  Customer Service Full-time
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...
Learn More
Jan 17th, 2024 at 08:20

Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Canmore
Job 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
Canmore - 146.47km
  Customer Service Full-time
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...
Learn More
Sep 13th, 2024 at 16:25

Customer Service Agent Full-time Job

WestJet Group Of Companies

Customer Service   Calgary
Job Details

Your expertise is essential in providing a safe and stress-free experience by helping guests check-in, supporting self-serve kiosks, preparing the aircraft for on-time departure, executing successful deplaning and boarding processes, greeting our most recent arrivals, assisting guests with connections, and more!  You are there to help our guests, while creating the experience our guests have come to know and love about WestJet.  

 

What you will bring to the team: 

  • You are a true customer service agent and come with a minimum of two years’ experience in a customer-facing role. 
  • You understand the importance of safely performing on-time and bring a proven track record for punctuality and reliability. 
  • You are a multitasker, comfortable working in a fast-paced, time-sensitive environment, and work well under pressure. 
  • You must have the ability to walk long distances, stand for extended periods of time and be able to lift up to 50lbs.
  • You are an effective communicator with demonstrated proficiency with computers and recent experience using Windows-based software. 
  • Prior experience working in an airline, travel, tourism or hospitality would be considered an asset. 
  • Ability to work a flexible work schedule. You will be required to work shift work, as we are a 24/7 operation. 
  • Candidates must be proficient in reading the English language as one requirement to be successful in the completion of training.Our training environment has evolved and has become more virtual and self-directed than in the past. This change has resulted in an increase in reading requirements via independent and on-line learning as an integral part of the training program.

 

Responsibilities:

  • Providing a safe and positive airport experience for our guests travelling through our airport.
  • Perform guest service tasks such as processing service fees, creating new and/or changing reservations, issuing tickets, support self-serve kiosks, assisting guests with mobility issues, aircraft arrivals and departures.
  • Troubleshooting Concerns - Assisting guests with itinerary changes, supporting guests with disrupted flights as well as delayed and damaged baggage. Providing a safe and positive airport experience for our guests travelling through our airports.
  • Follow all procedures to safely perform on time (SPOT).
  • Ensure and uphold exceptional guest service standards.
  • Effectively manage uncomfortable or challenging situations with the public.
  • Carry oneself with the utmost professionalism and poise while on-duty or in the public eye.
  • Must adhere to uniform and appearance standards as prescribed under company policy.
  • Other duties as assigned.

 

 

Growth and Development: 

At WestJet, we take pride in our team and want to see each and every person reach their full potential. Our Airports department offers many opportunities to grow your career in various operational, support and leadership roles. As each WestJetter's career path is unique, we encourage growth and development conversations with your leader, who will be there to support you on your journey.  

The benefits of being a WestJetter:  

WestJet provides all WestJetters with a competitive total rewards package.  On top of that, we offer:   

  • A fun and friendly culture with colleagues who work together to win  
  • Travel privileges for you and your family, effective from your start date
  • Savings and Benefit programs that are flexible to meet your specific needs  

 

Posting Close Date: 03/04/2025    (Please note the posting will close at 11:59pm MST)

Customer Service Agent

WestJet Group Of Companies
Calgary - 157.52km
  Customer Service Full-time
Your expertise is essential in providing a safe and stress-free experience by helping guests check-in, supporting self-serve kiosks, preparing the aircraft for on-time departure, e...
Learn More
Feb 28th, 2025 at 12:09

Client Advisor Part-time Job

Royal Bank Of Canada

Customer Service   Calgary
Job Details

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking,  As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

 

What will you do?

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

 

What do you need to succeed?

Must-have

  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Must be able to work all business hours

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry
  • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
  • Cantonese and Mandarin language ability would be an asset

 

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 competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC

 

 

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

 

 

 

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

 

 

 

Additional Job Details

Address:

130 COUNTRY VILLAGE RD NE:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

27

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-24

Application Deadline:

2025-02-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Client Advisor

Royal Bank Of Canada
Calgary - 157.52km
  Customer Service Part-time
What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you...
Learn More
Feb 24th, 2025 at 15:02

AS400 - Helpdesk Support Agent Full-time Job

Wolseley Canada

Customer Service   Calgary
Job Details

We have an opening for a Syntax/AS400 Software Support Agent , providing support to our internal customers and website support for our external customers.

 

This is a junior to mid-level position, but you will need to be able to work in a fast-paced environment and be a quick learner so you can work independently in a short period of time. Extensive in-house training is provided and retention of information will be critical to your success.

 

What are the benefits for you?

  • Regular business hours Monday through Friday (hybrid or remote)
  • Full benefits with fully Company paid premiums for the basic kit from the first day of employment
  • Professional development and training opportunities
  • Life, Disability and Wellness Insurance Program
  • Retirement savings programs, including an RRSP and a defined contribution pension plan, with an employer contribution of up to 5.25%
  • Paid vacation and sick leave, and a day off on your birthday!
  • Bonus programs that include annual performance bonuses and a profit sharing plan
  • Employee discounts on top brands of plumbing and HVAC/R products
  • Tuition reimbursement for employees
  • Employee Referral Program
  • Reimbursement of safety shoes

 

What you will do:

  • Provide software support to our internal customers and web support to our external customers.
  • Respond to incoming requests via phone, email, self-service and chat and then log them into two separate ticketing systems (ServiceNow and SalesForce).
  • Identify, investigate and troubleshoot software issues to achieve rapid resolution.
  • Create/maintain system user codes and authorities for security.
  • Identify urgent issues and resolve or escalate to Level 2
  • Run reports, download to Excel and format for clients.

 

What you will bring:

  • Minimum 12 months experience in a call center or help desk, or a combination of experience and training
  • Experience using a ticketing system for logging/researching/resolving issues/requests
  • Basic computer skills and keyboard skills of at least 45 words per minute
  • Proficiency in Microsoft programs; Outlook, Excel and Word
  • Excellent written and verbal communication skills in English, bilingual in French would be an asset
  • Work in a fast-paced environment and utilize time during slower periods
  • Highly motivated to provide excellent customer service with a positive attitude
  • Excellent time management and organizational skills
  • Work with minimal supervision after extensive internal training.
  • Take responsibility for owning problem solving
  • Preserve information by documenting your own knowledge base to refer to when solving problems
  • Must be reliable, punctual and flexible
  • May be required to work flexible hours and provide on-call (rotating) support after normal business hours
  • Knowledge of Syntax and/or Oracle operating systems an asset.

 

The normal hours of service are Monday through Friday from 6:30am to 6:30pm (Eastern Time) spread over different shifts. The position will be for a specific shift with occasional requirements to work other shifts (substitution or vacation periods), as well as 2-3 Saturdays per year (inventory periods or other special projects).

 

Each submitted resume is individually reviewed by our team and kept for 24 months in case a great new opportunity that matches your skills and abilities arises.

 

Please note that this position requires the result of a satisfactory criminal record check. A criminal record under the Criminal Code and/or another federal criminal record does not automatically mean that you will not be eligible for the position.

AS400 - Helpdesk Support Agent

Wolseley Canada
Calgary - 157.52km
  Customer Service Full-time
We have an opening for a Syntax/AS400 Software Support Agent , providing support to our internal customers and website support for our external customers.   This is a junior to mid...
Learn More
Feb 21st, 2025 at 14:05

Client Advisor Full-time Job

Royal Bank Of Canada

Customer Service   Calgary
Job Details

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking,  As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

 

What will you do?

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

 

What do you need to succeed?

Must-have

  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Must be able to work all business hours

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial or service industry
  • Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

 

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 competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • World-class sales training, coaching, and development opportunities
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
  • Opportunity to achieve great success and grow your career with RBC

 

 

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

 

 

 

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

 

 

 

Additional Job Details

Address:

2640 52 ST NE:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-14

Application Deadline:

2025-01-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Client Advisor

Royal Bank Of Canada
Calgary - 157.52km
  Customer Service Full-time
What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you...
Learn More
Jan 14th, 2025 at 14:03

Client Service Associate Full-time Job

CIBC

Customer Service   Calgary
Job Details

Application Deadline:

01/03/2025

Address:

525 8th Ave SW East Tower

 

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.

 

  • Books meetings with new prospects and prepares introductory package for the prospect/referral.
  • 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.
  • Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
  • Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
  • Resolves client complaints in a timely and effective manner; escalates as required.
  • Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
  • 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.
  • Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
  • Administers and processes documentation related to client files and regulatory requirements.
  • Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Mentors and coaches new or junior members to the team and branch.
  • 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 and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

 

Qualifications:

  • Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
  • Advanced knowledge of investment process and procedures.
  • Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
  • Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
  • Knowledge of compliance practices and regulations.
  • Knowledge of Insurance and group products is an asset
  • Knowledge of Trust and Estate services is an asset
  • Knowledge of Financial/Retirement planning.
  • Knowledge of trade processing rules.
  • Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
  • Current registration as Investment Representative (IR).
  • 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
  • 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 Calgary is $40,000 and this role may be eligible to receive a monthly discretionary bonus.

 

Salary:

$35,000.00 - $64,900.00

Client Service Associate

CIBC
Calgary - 157.52km
  Customer Service Full-time
  35,000  -  64,900
Application Deadline: 01/03/2025 Address: 525 8th Ave SW East Tower   Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day ad...
Learn More
Dec 20th, 2024 at 12:23

Customer Relations Representative Full-time Job

Air Canada

Customer Service   Calgary
Job Details

At Air Canada, we understand the importance of excellence in customer service. We also recognize that each customer interaction is an opportunity to make a positive impression.  

As a Customer Relations Representative, your role is about building meaningful connections with our customers. You are an ambassador for Air Canada and must be comfortable responding to our customers by phone and in writing.

The current salary is $20.04/hr as per the collective agreement. 

Key Functions & Accountabilities:

  • Understand the importance of empathy in building long-lasting customer relationships. 
  • Demonstrate active listening skills to understand the needs of our customers. 
  • Evaluate each customer’s concern and complete the necessary research to respond appropriately and professionally.  
  • Respond with compassion and care to customer inquiries and complaints by phone and email, even under challenging circumstances. 
  • Take ownership of customer concerns and follow through with appropriate solutions, ensuring a high level of customer satisfaction and retention. 
  • Meet or exceed established targets. 
  • Provide feedback to leads, management, and internal stakeholders to promote continuous improvement of our products, processes and services. 
  • Perform other associated duties, as required.

Qualifications

  • High school diploma or equivalent. 
  • Very strong customer service background, including demonstrated problem-solving skills and a solution-driven mindset.  
  • Strong interpersonal, time-management and teamwork abilities.  
  • Able to work independently. 
  • Available to work a variety of day, evening and overnight shifts, including weekends and statutory holidays. 
  • Able to adapt to changes in procedures, policies and regulations. 
  • Able to adapt to new technology with ease.  
  • Must be eligible to work in the country of interest, at the time any offer of employment is made. Note that seeking required work permits/visas or other authorizations which may be required is the sole responsibly of each candidate. 

Linguistic Requirements :

Candidates must speak English fluently. Priority will be given to candidates who speak English and French. Candidates must have excellent writing skills in English. We would love to know if you are also fluent in Spanish.

Customer Relations Representative

Air Canada
Calgary - 157.52km
  Customer Service Full-time
At Air Canada, we understand the importance of excellence in customer service. We also recognize that each customer interaction is an opportunity to make a positive impression.   A...
Learn More
Dec 20th, 2024 at 12:17

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