Position Id
Halifax NS
Job Type
Contract Full-Time

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional &

corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Perform a broad range of customer service transactions, may provide information and/or advice on services, products, and/or solutions to existing or
prospective customers.

This role contributes to the growth of the business by developing and deepening new / existing relationships.
This role is required to understand customer needs and identify opportunities to promote products, services, and/or refer them to the appropriate team
member or internal Bank
partner, while ensuring a positive customer experience.

What you will achieve in this role:

Create an exceptional customer experience with every client interaction and contribute to the ongoing improvement of the overall customer experience
by ensuring advice, service,
and inquiries and/or issues are managed promptly and effectively under all conditions

Identify customer needs and determine solutions to customer problems
Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions
Offer comprehensive product knowledge and/or guidance as it relates to their respective business area
Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary
May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge
of customer/partner life cycle needs

Identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
Complete a broad range of financial transactions (e.g., withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
Identify customer needs and determine solutions to customer problems, particularly as it relates to digital banking products and services

What you will bring to this role:

- Previous customer service experience - 1+ years
- Multi-tasking - will be dealing with at least 2 programs at a time
- Strong typing skills
- Communication skills
- Ability to work effectively within a team
- Being able to work in a fast paced environment; work under pressure

Nice to have:
- Previous call centre experience
- Previous banking experience
- Microsoft office experience

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.