All jobs within 50 km around Concord in Customer Service

Medcan Health Management is recruiting an enthusiastic, well-spoken and client-focused individual to join our Client Experience Team. The Client Experience Specialist Inbound role is responsible for delivering an efficient, professional, and knowledgeable customer experience for all clients, booking Medcan's Annual Health Assessment, in conjunction with our Membership offerings, while also promoting our 15+ in-house services. The successful candidate will be a self-starter, have a drive for finding the best solution for the client, possess a genuine passion for health and wellness, demonstrate a history of building trusting relationships with clients, and have the ability to thrive in a fast-paced environment.

The Accountabilities:

· Provide exceptional client service, build strong client relationships, and serve as a brand ambassador, demonstrating flexibility and the ability to adapt to changing priorities.

· Leverage exceptional product knowledge, brand understanding, selling points and featured seasonal services/products.

· Use excellent communication and multitasking skills to respond to customer inquiries in a timely manner, managing multiple inbound/outbound client support channels including phone, email, live chat, social and in-person.

· Manage the scheduling and booking of appointments for existing and new clients, while recommending appropriate services to clients based on client health aspirations.

· Increase sales via cross-selling, up-selling, add-on sales and promotional offers.

· Quote and discuss fees and payment policies, and address inquiries regarding invoices, payments, and collections.

· Undertake timely and organized client follow-ups via multiple client channels.

· Coordinate with other department staff to ensure exceptional delivery of service.

· Provide ongoing technical support for our online client portal.

· Participate in client satisfaction initiatives and proactively communicate customer feedback.

· Assist with training and mentoring of new staff.

The Requirements:

· Bachelor’s degree in business, health or a related discipline.

· Minimum of 1-2 years of experience in a customer service position, contact centre and/or client loyalty.

· The ability to navigate difficult conversations and interactions with professionalism.

· A proven track record of being resourceful and finding solutions even when there is no clear path.

· Persistent attitude, numbers-driven and self-motivated.

· Proficiency in Microsoft Office suite required.

· Proficiency in Salesforce is an asset.

· French Bilingualism is an asset.

This position is full-time and permanent. Shifts are scheduled based on the business requirements of Medcan and staffing needs, between Tuesday to Saturday with an 8-hour shift during the hours of 7:00am to 7:00pm. This is a fully remote position with occasional requirements to come on site for training and team meetings/events. Schedule may rotate based on business needs and availability.

Our Benefits:

Medcan’s philosophy of Live Well, For Life applies not only to our clients, but also our valued staff members. We provide paid Wellness Days along with a variety of programs to help our employees manage their mental and physical well-being. We offer special employee rates on fitness sessions, in-house specialty services, and a complimentary membership to our clinic to name a few.

We also have employee perks to continue to help our staff Live Well, For Life. This includes complimentary group fitness sessions as well as an on-site healthy lunch program provided by our own food and catering brand, Nourish. We also provide interactive webinars hosted by our in-house experts focused on Eat, Move, Think. Our enhanced benefits package is just one of the reasons why we continue to be one of Canada’s Best Managed Companies!

We thank all applicants for their interest; however only those selected for an initial interview will be contacted. No phone calls and no agencies please.

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

08/08/2024

Address:

100 King Street West

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 Toronto is $41,000 and this role may be eligible to receive a monthly discretionary bonus.

$32,700.00 - $48,600.00

To provide accurate information and assistance to customers requiring direct customer interface. To perform administrative duties necessary for efficient operations. Promotes continued sales and generating potential incremental revenue wherever possible.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/equivalent. College diploma preferred

Knowledge of Canadian Customs regulations preferred

Knowledge of FedEx Express and Ground products and services preferred

Ability to successfully complete all basic and recurrency training.

Must have the ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment

Must be able to complete and achieve minimum thresholds on any mandatory testing and training

Must be able to operate in a PC windows environment

Excellent interpersonal and verbal communication skills

Good analytical and problem solving skills

Good negotiation skills

Demonstrated ability to handle stress and work in a highly pressured, monitored and changing work environment

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/equivalent. College diploma preferred

Knowledge of Canadian Customs regulations preferred

Knowledge of FedEx Express and Ground products and services preferred

Ability to successfully complete all basic and recurrency training.

Must have the ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment

Must be able to complete and achieve minimum thresholds on any mandatory testing and training

Must be able to operate in a PC windows environment

Excellent interpersonal and verbal communication skills

Good analytical and problem solving skills

Good negotiation skills

Demonstrated ability to handle stress and work in a highly pressured, monitored and changing work environment

Additional Details:Part time: Monday – Friday 12:00 – 16:30

• Location: 475 Commissioners Street, Toronto, ON M4M 1A5, Canada

As a Customer Solutions Advisor in the Outbound Mortgage department you will contributes to the overall success of the Canadian Banking Contact Centre (CBCC) ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures. You will be working in a 24/7 Contact Centre environment and may be subject to shift work at all hours of the day depending on the business requirements.

Is This Role Right For You? 

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge:
  • Satisfying customer needs using the Customer Experience Model and by leveraging knowledge of the Bank’s services and products
  • Recognizing quality referral opportunities
  • Presenting knowledgeable advice-based solutions and following through.
  • Utilizing Next Best Activities (NBA’s) and Voice Biometrics to build a stronger relationship with the customer
  • Creating a digital culture by promoting Digital Channels including Scotia Online Mobile and Mobile Wallet and Apple Pay etc.
• Consistently provide customers with a professional, courteous, and positive experience by discovering needs, providing knowledgeable, accurate information and solutions, and following through on commitments:
  • Developing and maintaining a detailed knowledge base and understanding of assigned products, services and the various digital channels customer may choose to bank
  • Accurately resolving customer problems falling within approved authority limits or referring the customer to the appropriate source as described in the Bank’s Complaint Resolution Standards and Procedures.
  • Providing customers and applicable business partners with account information by accessing the Bank’s on-line records and systems.
  • Recognizing and acting on opportunities for business retention and reinforcing the customer relationship with the Bank through the application of the Customer Experience Model.
• Consistently provide customers with excellent service, effectively manage workload, and stay actively available to receive customer requests by:
  • Developing effective questioning skills conducive to gathering customer information accurately and comprehensively. This includes asking probing questions and listening, to ensure efficient call handing and call resolution.
  • Documenting and controlling all required follow-ups or escalations.
  • Maintaining pending files and taking appropriate action to resolve files for areas of responsibility including the regular review and count of outstanding items.
  • Actively participating in queue maintenance through call responses on escalated and referral calls.
  • Liaising with various parties (i.e., branches, third-party service providers, etc.) as required to fully satisfy customer issues in a timely fashion.
  • Ensuring that policies and procedures are adhered to within authorized limits

• Participate actively in team activities/initiatives by working cooperatively to the mutual benefit of all members and taking responsibility for self-learning and development by:
  • Learning and embracing new procedures, technologies, and processes
  • Participating in and supporting change initiatives for the team and the Centre
  • Contributing to effective team morale and employee relations through positive interaction with team members and participating in the Applause program
  • Ensuring me@scotiabank profile is up to date with current Personal Development Goals, working with the manager in the identification of skills, behaviours and competencies required to achieve goals
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions:
  • Operating at optimal efficiency of the Centre by ensuring productivity goals are attained
  • Minimizing risk and losses by knowing and adhering to Scotiabank’s policy, authentication procedures and key controls
  • Adhering to all company/department policies, procedures, and audit requirements
  • Prioritizing and processing customer requests (i.e., inquiries, transactions, case work) in a timely and efficient manner
  • Strictly adhering to schedules thereby ensuring prompt customer service and response time
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high-performance environment and contributes to an inclusive work environment.
• Required to take approximately 30 inbound sales related calls a day or 220 outbound calls a day to existing customers and/or potential new customers
• Required to deepen the relationship with the customers by identifying and discussing the appropriate match between customer needs and available products and services

Do You Have The Skills? 

• Post-secondary education in business or other related disciplines is an asset
• Strong proficiency of the French and English language is required
• Excellent verbal and written communication skills are required
• Previous retail banking and contact centre experience are highly desirable
• Knowledge of Scotiabank’s products and services
• Ability to multi-task and use various systems to access information while engaging and interacting with the customer

Location(s):  Canada : Ontario : Toronto || Canada : Ontario : North York

07/29/2024

Address:

5516-5522 Yonge St, Units 4-7

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).

$33,850.00 - $44,000.00

What we offer

Working here means you'll be empowered to be and do your best every day. Here is some of what you can expect as a permanent member of our team:

• A financial rewards program that recognizes your success

• An industry leading Employee Share Purchase Plan; we match 50% of net shares purchased

• An extensive flex pension and benefits package, with access to virtual healthcare

• Flexible work arrangements

• Possibility to purchase up to 5 extra days off per year

• An annual wellness account that promotes an active and healthy lifestyle

• Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues

• A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs

• Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities

• Inspiring leaders and colleagues who will lift you up and help you grow

• A Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.

We are an equal opportunity employer

Requirements:

Languages: Candidates must have knowledge of the English Language

Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates should have experience of 1 to less than 2 years
Computer and technology knowledge: MS Excel, MS Outlook, MS Windows, MS Word

Location: Dunnville, ON
Shifts: Day, Evening, Weekend
Work setting: Urban area, Public sector

Physical Requirements:

• • The candidates should be able to work under pressure in a fast-paced environment
  • The candidates should be able to work with attention to detail

• The candidates should be able to stand for extended periods

Other Requirements:

• The candidate should be punctual, accurate, client focus, dependable, organized, initiative, flexible, reliable, and judgmental
• The candidates should have excellent oral communication, efficient interpersonal skills, and be able to work as a team player

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to address customers’ complaints or concerns
• The candidates should be able to answer inquiries and provide information to customers
• The candidates should be able to answer written and oral inquiries

Benefits:

• The candidates will get free parking and other various benefits as per collective agreement

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume and cover letter) through the below-mentioned details.

By email
[email protected]

WHAT IS THE OPPORTUNITY?

Ownr, an RBCx Ventures company, is hiring a Customer Success Associate. Ownr is the leading platform for entrepreneurship in Canada. In this role, you will help thousands of entrepreneurs as they build and grow their businesses using the legal tools, perks, and other valuable resources provided by Ownr. You will encourage users to maximize the value of their Ownr subscription and answer their questions and concerns along the way. By providing a fantastic customer experience and using your ability to make complex concepts simple and understandable, you will promote retention, increase customer satisfaction, and safeguard the reputation of Ownr in the marketplace.

Guided by your passion for entrepreneurship, you will take the lead in gathering user feedback and ensuring that the voice of the customer is heard throughout the organization. You will collaborate with the product, design, marketing, and leadership teams to place the customer at the heart of Ownr’s future.

WHAT WILL YOU DO?

• Provide a strong customer experience by identifying customer needs, providing relevant product information, and troubleshooting any issues, while maintaining a positive, customer-centric attitude
• Escalate issues to relevant teams for investigation, and follow up both internally and with the customer to ensure the resolution
• Promote the value of the Ownr product, ensure customers obtain maximum utility from their subscription, and seek opportunities for upsells
• Build and maintain product expertise, as well as in-depth knowledge of internal and external business processes that affect the customer journey
• Develop and share best practices within the CS Team to continually improve the quality, effectiveness, and efficiency of our processes and initiatives
• Be the voice of the customer internally, and partner closely with cross-functional team members to translate business needs and product requirements into new solutions for customers
   

WHAT DO YOU NEED TO SUCCEED? 
Must have:

• English/French bilingualism
• Customer service experience in a startup environment and/or fast-paced growing organization
• Willingness to learn about legal concepts and other issues affecting business owners in Canada
• Excellent written communication skills and the ability to respond quickly to customer concerns
• Proactive attitude, and ability to identify and tackle new opportunities
• Interest in technology and building innovative online solutions 

Nice-to-have:

• Experience using Intercom, or similar customer-engagement software
• Background as a business operator and/or firsthand exposure to entrepreneurship

WHAT'S IN IT FOR YOU?

• Be part of a collaborative, progressive, and high-performing team, where your work is valued and directly impacts the organization's success.
• A strong organizational culture, where we thrive on the challenge to be our best, and we work together to help our clients thrive and communities prosper. We care about each other and believe that achieving success is a goal shared across the organization.
• A comprehensive Total Rewards Program including bonuses and flexible benefits.
• Leaders who support your professional development through coaching and managing opportunities.
   

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

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Job Skills

Customer Interactions, Customer Service, Customer Service Management, Group Problem Solving, Oral Communications, Problem Management, Teamwork, Written Communication

Additional Job Details

WATERPARK PLACE, 20 BAY ST:TORONTO

TORONTO

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Salaried

2024-06-19