Job Description

Candidate Profile Details:

• Education: Undergraduate and/or 1+ years of relevant work experience
• Selling Points of Position: Working within a large org, Possibility of extension & potential to get a permanent role, Client brand value
• Background: Banking experience, focused on client service experience,
• How will performance be measured: SLA

Department Overview:

• Reporting to the Manager, Deposit Compliance Remediation, Small Business Banking, the Account Specialist, Small Business Banking will assist customers in updating required or missing customer information, conducting account reviews, and providing support to ensure a legendary customer experience.
• This position requires a strong communicator who is comfortable in a contact center environment and ability to navigate multiple software and platforms.

Summary Of Day-To-Day Responsibilities:

• Provide support to customers in a non-face to face environment.
• Create an exceptional customer experience help with inquiries and/or issues are managed promptly and effectively under all conditions.
• Navigate multiple screens and systems to locate and update customer information during customer calls.
• Use effective relationship skills when communicating with partners/colleagues/customers

Responsibilities:

• Account Review & Maintenance Activities:

o Conduct reviews of customer accounts and files to identify discrepancies or missing information and determine the next appropriate step, based on outlined procedures.
o Follow all end-to-end procedures accurately for Business Account compliance, including documentation of all interactions with customers.
o Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions.
o Adhere to company policies, procedures, and standards to ensure compliance in all customer interactions
Must-Have Hard Skills:

• Bilingual FR/ENG
• Excellent Customer Service
• MS Office Suite

Soft Skills:

• Excellent interpersonal and communication skills, both written and verbal
• Strong organizational skills, with the ability to work in a fast-paced environment.

Nice-To-Have:

• Banking experience
• Bilingual in any of the following - Mandarin / Punjabi / Hindi / Cantonese / Spanish

Please note:

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.

Job Details
14009
Contract
11 months
Montreal
Recruiter
Lalita Kumari
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Skills Required