Peoples Group is a boutique Financial Institution with offices located in Vancouver, Calgary, Toronto and Montreal that has been in the Canadian marketplace for over 30 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.
Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused and Passionate Execution. We believe people don't choose a company to work for, they choose a company to join. We also believe that people come first and each day we strive to be willing, trustworthy and creative.
You have a passion for people. You leverage your excellent communication skills to build rapport with your clients. You love to create an exceptional client experience and have built a reputation for being knowledgeable, solution-oriented and client focused. You bring a minimum of 2-5 years of experience in a customer service role within Financial Services.
About the opportunity:
We are seeking a highly motivated and skilled Customer Service Representative with a strong track record in customer service. A proven track record in relationship building, and experience working within the financial services market both at the domestic and international level is a plus.
About the day-to-day:
Email and Customer Relationship Management (CRM) tasks to be continuously checked throughout the day and ensure client requests / concerns are addressed in a timely manner
Maintain a high volume of phone inquiries with minimum supervision while displaying patience, sound judgement and professionalism under pressure
Assist our clients visiting our retail space with any inquiries / issues or requests they may have regarding their accounts and/or Deposit Services products
Ensure minimal calls waiting and messages are picked up efficiently
Accurately submit/process registered and non-registered applications
Ensure department policies and procedures (i.e., privacy protection, AML) are followed when servicing clients and performing account maintenance
Perform financial adjustments and non-financial maintenance when necessary to ensure that customer and business expectations are met
Trouble shoot / deal with issues with web banking from a client perspective – accounts locked, reset passwords, etc
Participate and assist with any new upgrades to the DNA banking platform
Assist with the development of procedures and processes where appropriate
Cross-training as needed
Keep up to date with new legislation regarding Peoples Trust products
Able to educate clients regarding multiple bank products
Ensure accuracy and timely transfer of EFT client requests
Administrative tasks – filing, scanning, etc.
Responsible to ensure work is balanced at end of day
Responsible to ensure coverage of primary responsibilities are met when out of office:
You'll have the following experience:
Minimum of 2-5 years of experience in a customer service role within Financial Services
Excellent communication skills, both verbal and written
Exceptional customer service and dispute resolution skills
Commitment to building and maintaining client relationships and consistently providing a high standard of service
Demonstrated ability to deal with clients and solve problems effectively
Strong attention to detail
Effective organizational and time management skills
Adaptable and able to work well under pressure and deadlines with minimal supervision
A self-starter who can work independently and as part of a team
Strong computer skills with proficiency in Word, Excel and Outlook
Experience with the DNA Platform / Fiserv an asset
Overtime hours may be required periodically in all areas due to business requirements
NOTE: Please accept our utmost appreciation for your interest; however only those applicants under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer.