Job Description

Seeing beyond numbers

TM

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.



This role sits within Laurentian Bank.


Le titulaire du poste soutient les Conseillers, Services aux particuliers dans leurs activites de role conseil et de developpement des affaires afin d'offrir aux clients la possibilite d'ameliorer leur sante financiere globale.

Responsibilities

Se positionner comme un point de contact, en collaboration avec le conseiller Services aux particuliers, pour la clientele
Repondre par telephone, en personne ou par courriel aux questionnements, demandes d'informations et suivis de la clientele assignee de la succursale S'assurer que les besoins des clients soient traites a la satisfaction de ceux-ci Supporter les conseillers dans la sollicitation de la clientele assignee afin d'assurer une gestion optimale du portefeuille des clients En collaboration avec le conseiller Services aux particuliers, suivre avec diligence le calendrier d'echeances des produits financiers de la clientele assignee Participer a la sollicitation telephonique et assurer le service a la clientele Renseigner la clientele sur les politiques et procedures de la Banque ainsi que sur les differentes campagnes et promotions en cours Appuyer le conseiller Services aux particuliers dans la preparation de rencontres optimales avec la clientele dans un environnement 100% conseils.



Assurer le soutien administratif
Effectuer des taches administratives et assurer le lien administratif avec les differents services Completer divers documents selon les priorites et en assurer un suivi Coordonner les dossiers clients, la reception de la documentation necessaire et en assurer un suivi Supporter les conseillers Services aux particuliers sur la gestion des agendas et la preparation des rendez-vous avec la clientele assignee Collaborer avec le conseiller Services aux particuliers a l'organisation des rendez-vous clients Collaborer avec le conseiller Services aux particuliers pour assurer la qualite et la conformite des dossiers de la clientele Collaborer avec le conseiller Services aux particuliers afin d'assurer l'exactitude des donnees et des operations et se conformer aux legislations en vigueur, aux politiques, programmes et procedures de la Banque Se conformer aux exigences de formation continue ainsi qu'aux pratiques regies par les Organismes d'autoreglementation qui chapeautent l'industrie Toute autre tache connexe pour aider au succes de la succursale

Qualifications

Permis de representant en epargne collective acquis ou l'obtenir maximum 3 mois suivant la date d'embauche Bilinguisme (Selon les besoins et les regions)
Diplome d'etudes collegiales complete 1 a 3 ans d'experience pertinente



Competences specifiques
Forte aptitude dans l'organisation du travail et la gestion des priorites Forte aptitude de communication (en personne, par telephone et par ecrit) Habiletes relationnelles Minutie et soucis du travail bien fait Aptitude au niveau du developpement des affaires





Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.


Here are some of the key points of our offering:


The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.

Total compensation:

Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.

Work model:

We prioritize a hybrid work model based on business needs.

Stock purchase plan:

Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.

Time off:

In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.

Health and wellness:

Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.

Group insurance and pension:

We offer a competitive insurance program based on your family's needs and a defined contribution pension plan to help prepare for your future.

Financial benefits:

As a Laurentian Bank employee, you're also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.
We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.


We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.