All jobs in Customer Service

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’ll be on-site full-time. 

How you'll succeed

• 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.
• 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.
• 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

• 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.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• 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.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• 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.
• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• 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.

*Subject to program terms and conditions

What you need to know

• 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]

• 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

• 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.

Expected End Date

2025-10-19

Job Location

North Battleford

Employment Type

Temporary (Fixed Term)

Weekly Hours

1

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy (Inactive), Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

The primary focus of the Banking Customer Service Representative is to provide exceptional customer service and be responsible to open products and services for new and existing clients without lending requirements by engaging clients in conversation and explore potential opportunities to provide a full-service solution.

Day-to-day activities

Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting

• Deliver outstanding customer 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. Transforming their banking experience into something memorable, rewarding and financially satisfying. 

• Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.

• Testing your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.

• Exercising your financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.

• Learning and expanding your knowledge in a way that contributes to your branch’s success.

• Spreading positive vibes and collaborating with a team you’re proud to be a part of.

Capabilities that will take you further

• People first approach. You are all about people.  Be it your clients or your colleagues – you like communicating and connecting with others to provide solutions and build real, lasting relationships.

• Business focused. You’re able to see the bigger picture.  Your client focus allows you to anticipate clients’ needs to go beyond expectations and drive opportunities to genuinely help others while growing business.

• Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.

• Entrepreneurial. Being accountable and taking ownership of your actions and their results is something you pride yourself on.

• Accurate. You’re very detail oriented.  Accuracy is a practiced skill of yours and doesn’t diminish in a fast-paced, changing environment. 

• Knowledge seeking & growth minded. You’re a self-starter.  You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money. 

• Technologically sound. You’re computer savvy – enough to move around MS Office Suite and other programs with ease.

Foundational knowledge and experience to grow from

Some post-secondary classes and ideally 1 year of customer service experience coupled with a strong desire and commitment to learn and grow a career in the financial sector!

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 Waterstone Human Capital’s Most Admired Corporate Culture 2023.  

Wellness matters. We offer an award-winning benefits package that includes: 

• Hybrid work environments 

• Everyday flexibility 

• Generous 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 reach their professional goals with: 

• Organization wide coaching services 

• Mentorship 

• 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.  

#LI-SA1 

IND-SA

Closing Date:

* Position closes at 12:01am on the close date identified below.

09/30/2024

09/29/2024

Address:

5140 Yonge Street, Unit 101

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

As a Customer Service Representative, you will enjoy:  

• Flexible schedules

• Large, stable employer

• Opportunities for fast career advancement

• Task variety

• Weekly pay

• Night shift premium

• Employee discount

• Scholarship program

• Years of service Recognition program

• Supporting temporary workers through PNP (some conditions may apply)
   

Your key responsibilities:

You will greet customers, run the cash register, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.

You will interact with many customers daily, all while working in a fun, energetic environment accomplishing daily tasks around the store!
 

What we are looking for:

• Customer service

• Communication and friendly conversation

• Performing at a quick pace while having fun

• Working as part of a team to accomplish daily goals

• Coming up with great ideas to solve problems

• Thinking quickly and offering suggestions

Great to have:

• Customer service experience

• Motivation to advance in your career!

• Willingness to learn and have fun!

31441 Highway 2, Richmond, PE C0B 1V0, Canada

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

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’ll be on-site full-time.

How you'll succeed

• 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.
• 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.
• 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

• 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.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• 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.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• 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.
• 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.

• 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.

• 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.

• 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.

Job Location

St.John-First Westmorland Shpg

Employment Type

Regular

Weekly Hours

15

Skills

Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy (Inactive), Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

This position is responsible for assisting customers and branch employees with credit account inquiries and requests. It focuses on collection of past due accounts and mitigating the risks associated with extending credit through proper and regular review of customers’ accounts. The Customer Account Representative ensures that corporate policies and guidelines are followed with all credit and collection processes while delivering a high level of customer service that supports business and sales strategic objective.

Job Description:

Major Job Functions:

Portfolio Management:

• Administer collection activity and build and maintain the credit history file in utilized enterprise resource system (M3, SalesLink or other assigned systems
• Manage assigned accounts, includes contacting customers to follow up on accounts, reviewing accounts and notes receivables reports regularly to identify follow up requirements, monitoring and communicating customer portfolio and regional customer metrics to internal stakeholders, processing small balance write off, account adjustment, and account reconciliation, and resolving dispute, discrepancies and short payments
• Assist in branches when receiving request for Deferral’s, General Security Agreements (GSA), garage man's liens and escalate to Senior CAR.
•  Negotiate repayment arrangements within a 90 day repayment period; escalate to Team Lead and or Sr. AR Manager for protracted periods.
• Collect on past due accounts and report to Account Receivable Team Lead and or Senior AR Manager on accounts requiring legal action, repossession, bad debt write off and identified as risk.

Customer Service:

• Provide customer service on accounts, includes forwarding invoices, processing credit card authorization forms, processing customer refund request; completion of Netting forms, Write-Off forms, Credit Matrix, and submission to the appropriate assigned signing authority.
• Responding to customer enquiries, by promptly answering the queue line.
• Reconciliation of AR accounts as required

Credit Approval:

• Approve credit releases for parts, service and rentals request and authorize requests over the set credit limit

Reporting:

• Prepare weekly & monthly AR reports as assigned
• Other assigned duties as required

Accountability:

• Meet or exceed set collection targets (60 to 90 day targets) and bad debt targets and reduce delinquency rates for assigned accounts, as outlined in corporate guidelines
• Regular, proactive and consistent contact with customers assigned and accurate and timely account and process information and documentation, as required
• Monitor and communicate customer portfolio metrics (e.g. delinquency notes, portfolio ageing and identified risks) to applicable internal stakeholders and Accounts Receivable Team Lead
• Identify and act on accounts requiring legal action through communicating with Accounts Receivable Team Lead, Senior CAR, or  Senior AR Manager on areas of concern
• Represent the company in a professional and ethical manner and establish and maintain effective and cooperative working relationships with customers, branches and all internal relationships while maintaining confidentiality
• Adhere to policies and procedures outlined in the Credit Department Policies and or Procedures

Experience:

• 1-3 years of high volume corporate collections experience
• 1-3 years’ experience processing accounts receivable
• Proficient in MS Office Applications
• Knowledgeable of the Personal Property Security Act (PPSA), Personal Information Protection Act (PIPA) and Bankruptcy and Insolvency Act (BIA)
• Knowledgeable of basic business law and basic tax law
• Knowledgeable of Generally Accepted Accounting Practices (GAAP), credit procedures and CCAA (Customer Credit Agreement Act)
• Knowledge of account receivable and collection practices
• Understands and adheres to Finning policies and procedures, including Safety

Specific Skills:

• Sound customer service skills
• Strong verbal and written communication and interpersonal skills
• Strong time management, multitasking and prioritization skills
• Self-motivated and independent problem solving skills
• Sound organizational skills
• Strong Excel & account reconciliation skills

The Customer Service Representative operates as a professional in a call center environment. Working to enable rail service, the SDR ensures that CN meets the needs of our customers by maximizing operational efficiency and flexibility, minimizing cost and protecting revenue.

The Customer Service Representatives are part of the customer team, taking direction from the Supervisor and Senior Customer Service Representative on priorities and performing activities required to meet our customer’s needs. The Customer Service Representative will perform specialized tasks requiring time and attention. An example of these duties may include producing reports, assisting the customer with Diversions and overloads, and bad orders. The Customer Service Representative will interact directly with the customer or through the Senior Customer Service Representative.

Critical Performance Areas

·       Manage incoming requests from Senior Customer Service Representative and work with customers to take appropriate action to ensure requests are fulfilled. This includes handling requests or working with other stakeholders (ex. ETC, OS, Claims) to complete tasks. Work with Senior Customer Service Representatives and Supervisor to escalate as required. 

·       Communicate, monitor and advise customers on problems areas, service exceptions, special requests and update necessary logs, forms or systems, as required. 

·       Assist the customer in specific activities, such as diversions, transloads, way billing issues, inbound load rejects, imbalanced/overload cars, bad order cars, holiday schedules, etc.

·       Run various systems inquiries (ex. SRS, Business Objects, CSI) obtaining status on shipments and empty equipment. Compile and analyze data.

·       As required, monitor fleet location, traffic status, updating work orders as needed, identifying exceptions and shortfalls. 

·       Other duties as assigned and required.

Success in the call center environment may be measured by:

·       Wait time for initial contact

·       Length of time required during interaction to reach resolution

·       Ability of the CSR to impart relevant knowledge on the first contact

·       CSR scorecard

·       General customer service perception (measured by surveys)

·       Additional measurements as required

Working Conditions

·       Expected: 25-30% on phone with Customer. Expected to remain professional when faced with difficult situations.

·       Fast-paced and intense with many time constraints, outside pressures and simultaneous activities; required to prioritize, follow-up and escalate internally in addition to answering customer inquiries.

·       Shifts are assigned based on seniority. Some shifts will require shift work (day shift, afternoon shift, night shift, weekends, and holidays).

·       High team-interdependence expected.

·       Must be able to work without constant, direct supervision.

Employment Requirements

·       Postsecondary preferred. Equivalent experience may be considered.

·       Previous Customer Service position and Call center experience (min. 1 year full time)

·       Excellent verbal, reading comprehension and writing skills in English (fluent French and English in Montreal).

·       Excellent communication & customer service skills.

Assets

·       Proficiency in the use of Microsoft Office, Word and Excel with a minimum typing speed of 30 words per minute.

·       Courteous telephone manner is required.

·       Good working knowledge of North American geography and train operations.

·       Must be reliable and flexible.

·       Experience working with external and internal customers and vendors.

Candidates will be assessed as suitable and adaptable through assessment processes. Candidates will also be required to pass new qualification testing to hold position.

Reporting to the Manager, FBO, the Customer Service Representative at the Porter FBO is responsible for delivering a high level of service to our passengers while providing operational support to other team members. 

Duties & Responsibilities

• Project a professional manner with an emphasis on customer service and hospitality 

• Ensure compliance with the grooming and uniform standards of the company 

• Knowledgeable of, and actively support the goals for the department as well as the company as a whole to ensure high quality and consistent service

• Ensure his/her duties are carried out in accordance with company policies.   

• Provide prompt, professional and courteous service to customers in a personalized and refined manner.

• Data entry of aircraft fuel quantities into database

• Provide special services, (i.e. car rental, limo/taxi reservations, restaurant reservations, catering, etc)

• Occasionally driving customers to and from the terminal

• Develop a positive working relationship with team members and passengers

• Coordinate line service activities, such as accurately relaying aircraft fuel loads and aircraft movements

• Ensure fuel and service orders are fulfilled in a timely manner 

• Complete daily, weekly, and monthly accounting and reconciliation of FBO transactions

• Provide air/ground communications using a Unicom radio

• Administrative duties including basic filing and organization of passenger records and files

• Actively participate in Porter’s Safety Management System (SMS) including reporting hazards and incidents encountered in daily operations; understand, comply and promote the Company Safety Policy

• Other administrative duties as assigned.

Behavioural Competencies

• Concern for Safety: Identifying hazardous or potentially hazardous situations and taking appropriate action to maintain a safe environment for self and others.

• Teamwork: Working collaboratively with others to achieve organizational goals.

• Passenger/Customer Service: Providing service excellence to internal and/or external customers (passengers).

• Initiative: Dealing with situations and issues proactively and persistently, seizing opportunities that arise.

• Results Focus: Focusing efforts on achieving high quality results consistent with the organization’s standards.

• Fostering Communication: Listening and communicating openly, honestly, and respectfully with different audiences, promoting dialogue and building consensus.

Qualifications

• Ability to handle stress well and work under pressure. 

• Ability to obtain necessary security clearances

• Ability to obtain Restricted Radio Operators Certificate

• Ability to work on a permanent basis in Canada

• Work rotating shifts including days, afternoons, evenings, weekends, and holidays

• Dependability (must possess a clear attendance record and reliable on-time reporting for work

• Full G2 license (or out of province equivalent) with a clean Driver's Abstract

Location

Toronto (Billy Bishop Toronto City Airport - YTZ)

09/19/2024

Address:

3993 Highway 7

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