Job Description

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time

aAEURA Are you passionate about teamwork?

aAEURA Do you have a great experience in administration within a financial institution?

aAEURA The customer is at the heart of your work?

The account representative position is for you!

This position reports to the Director of Administration, Real Estate Financing.

Your main challenges:

• Be independent on various administrative activities according to established policies, standards and procedures.
• a, Establish and maintain a relationship of trust and ensure customer satisfaction by offering personalized service.
• a, Respond appropriately to requests from clients and stakeholders involved in files by providing professional and courteous service.
• a, Be upto date of developments in his sector of activity to ensure the quality of the services offered.
• Carry out checks and analyzes to ensure the accuracy of data and operations.

More specifically, you will have to:

aAEURA Ensure the management and administrative follow-up of the files under your responsibility.

aAEURA Ensure that the unit meets quality standards, while making the necessary corrections to the ways of doing things and procedures.

aAEURA Perform the administrative work related to the follow-up of the openings/modifications of bank accounts as well as investments.

aAEURA Management of schedule follow-ups.

aAEURA Establish and maintain effective communications with various stakeholders involved in the processing of customer files in order to solve problems and ensure excellent customer service.

aAEURA Accompany customers in their administrative requests.

aAEURA Optimize interventions with customers.

Job requirements

aAEURA Three-year college diploma or the academic equivalent, related to the sector of activity, and four years of relevant experience.

aAEURA Experience in customer service.

aAEURA Experience in the field of Business Services, an asset.

aAEURA Knowledge of Word and Excel software.

aAEURA Knowledge of TIP, PH, ICOP applications desirable.

aAEURA Bilingualism (spoken/written) in French and English.

Improve your chances of success with your rigor, your good humor and your efficiency!

In addition to competitive compensation, upon hiring youaAEURA(TM)ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

Health and wellness program, including many options

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Initiatives promoting community involvement

Telemedicine service

Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employeesaAEURA(TM) ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

Particular Condition:The candidate needs to be able to identify all risks inherent to the sectoraAEURA(TM)s activities.

JobField: Advisory Services, Commercial Banking

Unposting Date: 2022-09-30

Job Number: ADV00271

Posting Date: 2022-09-16