All jobs in Customer Service

Responsibilities

Qualifications

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).

$32,600.00 - $44,000.00

Salaried

*** Must be mobile to work in the Mayfield Community branches as well as all of Edmonton North ***

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, credit, and investment needs. 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

• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
• 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.)
• Availability to work all open business hours

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry

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

Advice Based Solutions, Client Centricity, Client Discovery, Collaboration, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

6233 199 ST NW:EDMONTON

EDMONTON

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Salaried

2024-03-04

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

Requirements:

Languages: Candidates must have knowledge of more than one language.

Education: Candidates need standard educational qualifications such as a high school, bachelor’s degree, a certificate or a diploma
Experience: Candidates don’t need experience although having experience is an asset

Physical Requirements:

• The candidate should be able to work in fast-paced environment
• The candidate should be able to perform repetitive tasks
• The candidate should be able to work under pressure

Other Requirements:

• The candidate should be able to work with being focused on the client
• The candidate should be punctual and also be someone who can be relied on
• The candidate should have an efficient interpersonal skills and also an excellent oral communication

Responsibilities:

• The candidate should be able to address customers’ complaints or concerns
• The candidate should be able to answer inquiries and provide information to customers
• The candidate should be able to take customers’ orders

Benefits:

• The employees get dental plan, disability benefits and vision care benefits
• The employees get as per collective agreement and bonus
• The employees get group insurance benefits, life insurance, maternity and parental benefits and Registered Retirement Savings Plan (RRSP)
• The employees get free parking availability, learning/training paid by employer, on-site amenities, on-site recreation and activities, paid time off (volunteering or personal days), team building opportunities, variable or compressed work week and wellness program

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 by email (along with your resume) through below mentioned details.

By Email
[email protected]

Be prepared for the screening questions

• Are you currently a student?
• Are you currently legally able to work in Canada?
• Do you have previous experience in this field of employment?

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

Requirements:

Languages: Candidates must have knowledge of the Bilingual Language.
Education: Candidates need standard educational qualification such as secondary (high) school graduation certificate
Experience: Candidates needs an experience of 1-2 years

 How to apply:

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

By Email:
[email protected]

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
• Processing day to day transactions
• Nurturing rich, long-standing relationships
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

• Build strong customer relationships and deliver excellent customer service
• Uncover and solve customers’ needs
• Explain complicated concepts simply
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
• Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

• Have proven customer service skills through work or community involvement
• Are willing to assist in a professional, friendly and efficient manner
• Are available to work a flexible schedule
• Are comfortable in simple sales situations
• Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your career growth and enhance your skills
• An organization committed to making a difference in our communities – for you and our customers
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• A competitive compensation and benefits package

“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele.”

As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and services, and be a proactive promoter of iTRADE’s client-focused culture by providing exceptional customer service.

 
Is this the right role for you? In this role you will:

• Assist with client inquiries while delivering memorable service
• Use discretion and problem solving to own the client experience
• Provide personalized solutions by recognizing value add solutions
• Facilitate a culture of passion, accountability, and collaboration by being an active member of your team

Do you have the requirements to succeed in this role? We'd love to work with you if you have:

• Fluency in both English and French
• A broad knowledge of investment products and procedures relating to securities settlement
• The ability to work in a fast-paced environment with volumes dictated by market trends, client demands, and seasonal peaks
• Strong written and verbal communication skills
• The ability to utilize time-management and prioritization skills
• A positive attitude and excitement regarding learning new tasks and skills in order to keep up with changing environments/duties

While not essential, it would be an asset if you have:  

• Completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH)
• Completed a post-secondary education in Commerce/Business, or Financial Planning
• Prior work experience in a brokerage or Contact Centre
• Knowledge of the Financial Services Industry

What's in it for you?

• Competitive pay
• The opportunity to gain valuable industry knowledge and expeirence
• The opportunity to advance your career through other roles within Wealth Management and Scotiabank
• A workplace culture built around inclusion, diversity, and potential
• The opportunity to participate in a customized and comprehensive training program

Employment Details:

We value employee training and development. We provide comprehensive training for all successful candidates.

Training takes place Monday-Friday from 9am – 5pm and includes a 4-week onboarding training for all hires and an additional 7 week training for successful individuals who require support to complete their licensing (CSC, CPH) courses. 

Work Hours

The Scotia iTRADE Contact Centre is open 8am-8pm Monday to Friday. Due to the nature of a contact centre environment, flexibility to work evening shifts is required.

Why Scotia iTRADE?

Scotia iTRADE is a top Canadian brokerage committed to helping investors achieve their goals through exceptional service, unique educational tools and resources, and a personalized digital experience. Joining our Contact Centre means working in a fast-paced and rewarding environment, supporting our clients through inbound and outbound calls. Our focus on training and professional development will support you as you build your career with Scotiabank. 

Scotiabank is committed to providing an inclusive, diverse, and accepting environment for all employees. Diverse backgrounds and experiences are what make us better as a whole.   If you need specific accommodations during the hiring process let us know and we will work with you.

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completed college/CEGEP or possess equivalent experience
Experience: Candidates don’t need experience although having experience is an asset

Physical Requirements:

• The candidates should possess a strong attention to detail to ensure accuracy in a fast-paced environment and be capable of meeting tight deadlines and working efficiently under pressure
• The candidates should be prepared to handle repetitive tasks as part of their responsibilities

Other Requirements:

• The candidates should demonstrate punctuality in their work attendance and exhibit a strong focus on client needs and satisfaction
• The candidates should possess efficient interpersonal skills for effective communication with clients and colleagues and demonstrate excellent oral communication abilities
• The candidates should also display excellent written communication skills and be flexible in adapting to changing situations and requirements
• The candidates should maintain an organized approach to their work and be reliable in fulfilling their duties and commitments
• The candidates should be team players, capable of collaborating effectively with colleagues

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 access and process information and address customers’ complaints or concerns
• The candidates should be able to answer inquiries and provide information to customers, as well as explain the type and cost of services offered
• The candidates should be able to issue receipts and other forms and perform general office duties
• The candidates should be able to sell merchandise

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) through the below-mentioned details

By email
[email protected]

Our Senior Customer Experience Associates 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. We are looking for an enthusiastic, driven individual who enjoys meaningful conversation and supporting others. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by: 

• Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted 
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing GICs 
• Nurturing rich, long-standing relationships 
• 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 strong customer service skills 
• Are willing to assist in a professional, friendly and efficient manner 
• Are available to work a flexible schedule 
• Have experience with conducting simple sales, proactive marketing calls and providing financial advice  
• Have strong technical skills, able to promote and demonstrate the use of digital/self-service banking options 
• Previous banking experience is a strong asset 

What’s in it for you?

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professional development 
• An organization committed to making a difference in our communities– for you and our customers 
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development 
• A competitive compensation and benefits package 

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English & French because they will serve English-speaking clientele.