All jobs within 50 km around Airdrie

Overview

Overview

Overview

12/19/2024

Address:

525 8th Ave SW East Tower

Supports the delivery of an exceptional customer experience to private banking clients.  Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance and operational effectiveness.

• Assists in preparing new business proposals or presentations to clients/prospects.
• Identifies customer needs and matches with appropriate products or services using relationship selling techniques, including making referrals to other BMO employees.
• Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate. 
• Maintains detailed knowledge and understanding of integrated private banking services and offerings as well as a detailed understanding of the strategic direction of the business.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
• Strives to exceed client service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Provides timely, accurate service and support to Private Bankers by completing a wide variety of credit, non-credit, and related activities.
• Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
• Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
• Participates in audits and compliance reviews as assigned.
• Identifies and escalates all irregularities and discrepancies to management.
• 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 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
• Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
• Basic knowledge of the Lending Process and supporting policies.
• Basic knowledge of loan and security documentation, including registration and renewal routine.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$37,500.00 - $69,500.00

Overview

Languages

Education

Experience

On site

Work setting

Responsibilities

Tasks

Experience and specialization

Apiary and honey harvesting experience

Area of specialization

Additional information

Work conditions and physical capabilities

Weight handling

532042 RR195 Tofield, AB T0B 4J0

How to apply

By email

[email protected]

By mail

532042 RR195Tofield, ABT0B 4J0

How-to-apply instructions

Here is what you must include in your application:

• References attesting experience

Overview

Overview

Overview

Your direct manager creates a positive work atmosphere that motivates employees to perform their best, fosters loyalty, and promotes long-term organizational success.

Trained Well

Employees have access to cutting edge technological training opportunities, web training, and career development training, in addition to our in-house training programs and certifications that will develop your skills and advance your career. Professional development and training are part of our culture.

Paid Well

Our total compensation package offers job security, health, dental, EFAP, vision care and life insurance. Base salary range for an Accounts Receivable Clerk in this role is $55,000.00 - $60,000.00 per year (based on education and experience).

The Role

Under the supervision of the AR Manager, the AR Clerk is responsible to maintain customer accounts and receivable records, file, prepare, reconcile and process all matters relating to customer accounts in an accurate, effective and efficient professional manner. In addition to maintaining solid customer relations, the AR Clerk must be extremely organized, assertive, receptive and have strong communication skills. Must comply with established policies and procedures.

Account Receivables – this is 80% of where you will spend your time

• Update & Maintain all customer master file information.
• Monitor and collect Accounts Receivable to minimize the customer accounts that are/become past due, which includes contacting customer via telephone or e-mail to request payment.
• Ensure adherence to corporate credit policies and procedures for consistent handling of collection maters to maintain good customer relations
• Investigating and resolving any irregularities or enquiries
• Generating & Posting manual invoices
• Account Reconciliations (Including Cash accounts)
• Submission of customer invoices using 3rd party portals
• Sending invoices, statements and payment reminders to customers
• 70% of day will be spent communicating with customers on status of account.

Ad hoc projects - this is 40% of your time and really important work

• Daily deposit of cheques
• Submission of customer invoices using 3rd party portals
• Posting customer payments recording cash, check, and credit cards
• Sending invoices, statements, and payment reminders to customers
• Other accounting/finance projects as assigned by your Manager

Education

• CCP Designation or pursuing, is considered an asset

Experience

• 2-5 years experience with Account Receivable is required
• Knowledge of Microsoft Office, Excel, Outlook, etc.
• Must be proficient in both spoken and written English
• Must be punctual, meticulous and reliable
• Courteous in manner to public and employees
• Experience in the heavy truck industry would be considered an asset

Personal Characteristics

• The extraordinary ability to connect with people, at all levels. Open, honest and trusting, it appears effortless for you to find the perfect words that bring ideas to life.
• Your communication style uses powerful stories to bring clarity to complex issues and situations.
• Confidently and calmly orchestrate people & plans. A big picture thinker who always begins with the end in mind.
• A high level of commitment and impeccable ethics combine to create your reputation as someone who is totally dependable.

3 Things To be successful as an Accounts Receivable Clerk

1. Internal drive & curiosity to get to Why

2. Always willing to help out

3. Never stop learning

What you’ll do

Accounting Operations Banking-Sales Audit team is responsible for executing all aspects of the day-to-day functions related to sales audit for assigned business units. This includes clearing exceptions in the sales audit systems, investigating any issues, releasing daily sales, and handling correspondence from stores. The team also supports month-end activities, executes controls, prepares journal entries and high volume of weekly and/or monthly reconciliations between bank accounts and financial system, provides ad hoc reporting for various departments, creates, and maintains desk guides for cross-training purposes, and continuously looks for ways to improve the sales audit process. Additionally, team members should be prepared to take on any other assigned duties.

What you bring

Hybrid

At Canadian Tire we value flexibility. We have adopted a hybrid work model whereby employees use a combination of working in office and virtually in service of outcomes. Each leader is empowered to decide what work is best achieved in person based on the unique needs of their team. 

#LI-SH1

The Delivery Specialist is the point of contact for customers, sales channels, and business support teams, in the delivery of new products and services acquired by SMB segment customers.  The product sets supported include Cable, Wireless, (Unison) Unified Communication suite, Business Internet, Business Phone, Business Fibre Internet, IP, IoT, FWA, M365.  They are accountable for the successful installation, provisioning, and onboarding of services, including resolution of issues, and support with subject matter expertise. 

What you will do:

• Intake, review, track, and process orders and onboarding requests. Ensure pricing and service information is accurate, complete, and in compliance with company policies. Obtain missing information from requesters, public databases, internal references, or through customer contact.

• Work with customers, and internal teams to identify and resolve delivery issues within agreed service levels. As required, coordinate Cable technician access with customers and Rogers’ dispatch. Work with provisioning, dispatch, porting, or other internal teams to correct issues on the day of installation or onboarding.

• Support customers, sales channels, and customer service teams with subject matter expertise on clean order submission, direction on services required, and navigation of self-serve applications.

• Meet set performance objectives including and not limited to, service levels; productivity, I AM Service behaviors, quality assurance, and customer satisfaction.

• Accountable for the order fulfillment and implementation of business customer orders, ensuring that orders to cash procedures are executed with a goal of shortening the interval cycle to achieve billing.

• Anticipate and understand potential issues, and work to proactively remove roadblocks across all operational areas to ensure we deliver timely service to the customer.

• Use appropriate judgment to escalate to next levels in a timely manner.

• Manage account changes as required, for installed services during the delivery life cycle.

• Follow and input best practices and processes, train co-workers as required, identify and report process gaps and improvements recommendations, most importantly, transformation and efficiency ideas.

• Maintain knowledge of the Rogers products and services and skill sets required for this role.  Advocate and be able to communicate the features and benefits of our products.

• Focus on continuously improving existing service delivery processes, and the customer experience by recommending innovative solutions.
   

What you will bring:

• 2-3 years experience in a telecommunications customer service operation-related field or environment.

• Proven and demonstrated leadership skills, resourceful, innovative, and able to independently make sound critical decisions.

• Knowledge of the following products and services; Business Internet, Business Phone, Business Fibre Internet, Wireless products, Unified Communication, IP, IoT, FWA, M365.

• Business account structure knowledge.

• Excellent knowledge of Microsoft Office, Salesforce, Vision 21, AS400, SGI, EWP, and various portal-based products supported (Unison, RBAM, BSS, etc.).

• Ability to identify and proactively escalate potential business issues or challenges.

• Excellent and proven demonstration of customer service skills, and relationship management with internal teams.

• A strong sense of teamwork and willingness to work in an ever-changing environment.

• Demonstrated excellent communication skills, with technical and management staff, both verbal and written.

• Business acumen and professional approach.

• Excellent time management and prioritization skills including to the ability to multi-task and demonstrate urgency.

• High level of attention to detail and excellent follow up skills.

• Innovative, resourceful, adaptable to change, and positive attitude.

What’s in it for you:

We believe in investing in our people and helping them reach their potential as valuable members of our team. As part of our team, you’ll have access to a wide range of incredible resources, growth opportunities, discounts, and perks, including:

• Competitive salary & annual bonus

• Competitive & flexible health and dental benefits, pension plan, RRSP, TFSA, and Stock matching programs

• Discounts: Enjoy up to 50% off Rogers Services and Blue Jays Tickets, 25% off TSC items, and a 20% discount on all wireless accessories sold in Rogers stores

• Paid time off for volunteering

• Company matching contributions to charities you support

• Growth & Development Opportunities:

  • Self-driven career development programs (E.g. MyPath program)

  • Rogers First: priority in applying to internal roles of interest

• Wellness Programs:

  • Homewood employee & family assistance program

  • Cognitive Behavioural Therapy (CBT) & Virtual therapy sessions

  • Low or no-cost fitness membership with access to virtual classes

• Our commitment to the environment and diversity:

  • Work for an organization committed to environmental protection

  • Strong commitment to diversity and inclusion with employee resource groups supporting equity-deserving groups including groups representing People of Colour, 2SLGBTQIA+, Indigenous Peoples, Persons with Disabilities and Women. We all bring something different, and we know what makes us different makes us great.

This is a hybrid work position and will require you to be in office three days per week. In office days are mandated to Tuesday, Wednesday, Thursday.

If you are selected to move forward in the recruitment process, here is what you can expect:

• 15-minute phone screen with your recruiter, 1-hour virtual interview with Hiring Manager, 30-minute final round virtual interview with Director of the team. Best of luck!

To protect our people, brand and assets, a pre-employment background check will be conducted. As part of our selection process, all candidates must clear a criminal background check. Additionally, a credit check and drivers abstract may be required depending on the role.

Schedule: Full time
Shift: Day
Length of Contract: Not Applicable (Regular Position)
Work Location: 3636 23 St NE (7804), Calgary, AB
Travel Requirements: None
Posting Category/Function: Project Management & Coordination
Requisition ID: 316139