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Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Brampton
Job Details

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Identifies customer needs and initiates referrals to BMO colleagues.
  • Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
  • High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
  • Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
  • Projects a professional presence.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • A focus on delivering a personal experience to customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills - Basic (in business environment).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

 

Compensation and Benefits:

$32,600.00 - $44,000.00

 

Pay Type:

Salaried

Customer Service Representative

BMO CANADA
Brampton - 16.43km
  Customer Service Full-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests...
Learn More
Feb 26th, 2024 at 08:30

Customer Experience Associate - Vaughan Business Banking Centre (30 hours/week) Full-time Job

Scotiabank

Customer Service   Vaughan
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Experience Associate - Vaughan Business Banking Centre (30 ho...

Scotiabank
Vaughan - 21.86km
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
May 30th, 2025 at 14:08

Customer Service Representaive Full-time Job

BMO Canada

Customer Service   Vaughan
Job Details

Application Deadline:

02/19/2025

Address:

3737 Major Mackenzie Drive

 

 

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Identifies customer needs and initiates referrals to BMO colleagues.
  • Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
  • High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
  • Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
  • Projects a professional presence.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • A focus on delivering a personal experience to customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills - Basic (in business environment).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

 

Salary:

$33,850.00 - $44,000.00

Customer Service Representaive

BMO Canada
Vaughan - 21.86km
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 02/19/2025 Address: 3737 Major Mackenzie Drive     Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice...
Learn More
Feb 6th, 2025 at 13:55

Customer Service Representative Full-time Job

Scotiabank

Customer Service   Vaughan
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Service Representative

Scotiabank
Vaughan - 21.86km
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
Dec 6th, 2024 at 13:34

Senior Customer Experience Associate Full-time Job

Scotiabank

Customer Service   Vaughan
Job Details

Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. 
We are looking for an enthusiastic, driven individual who enjoys meaningful conversation and supporting others. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by: 

  • Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted 
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities, including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing GICs 
  • Nurturing rich, long-standing relationships 
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs 

Is this role right for you? In this role you will:

  • Build strong customer relationships and deliver excellent customer service 
  • Uncover and solve customers’ needs 
  • Explain complicated concepts simply 
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment 
  • Demonstrate an eagerness to learn and determination to succeed 

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you: 

  • Have strong customer service skills 
  • Are willing to assist in a professional, friendly and efficient manner 
  • Are available to work a flexible schedule 
  • Have experience with conducting simple sales, proactive marketing calls and providing financial advice  
  • Have strong technical skills, able to promote and demonstrate the use of digital/self-service banking options 
  • Previous banking experience is a strong asset 

What’s in it for you?

  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers 
  • A rewarding career path with diverse opportunities for professional development 
  • An organization committed to making a difference in our communities– for you and our customers 
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development 
  • A competitive compensation and benefits package

Senior Customer Experience Associate

Scotiabank
Vaughan - 21.86km
  Customer Service Full-time
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help the...
Learn More
Jul 30th, 2024 at 16:00

Customer Service Representative Full-time Job

Scotiabank

Customer Service   Vaughan
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Service Representative

Scotiabank
Vaughan - 21.86km
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
May 21st, 2024 at 13:26

Customer Service Representative Full-time Job

Scotiabank

Customer Service   Vaughan
Job Details

As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
  • Processing day to day transactions
  • Nurturing rich, long-standing relationships
  • Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
  • Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

 

Is this role right for you?  In this role you will:

  • Build strong customer relationships and deliver excellent customer service
  • Uncover and solve customers’ needs
  • Explain complicated concepts simply
  • Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
  • Demonstrate an eagerness to learn and determination to succeed

 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

  • Have proven customer service skills through work or community involvement
  • Are willing to assist in a professional, friendly and efficient manner
  • Are available to work a flexible schedule
  • Are comfortable in simple sales situations
  • Have strong technical skills and the ability to promote digital and self-service banking options to our customers

 

What’s in it for you?

  • The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your career growth and enhance your skills
  • An organization committed to making a difference in our communities – for you and our customers
  • You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • A competitive compensation and benefits package

Customer Service Representative

Scotiabank
Vaughan - 21.86km
  Customer Service Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them...
Learn More
Feb 21st, 2024 at 13:47

Customer Care Agent Full-time Job

Rentokil Initial

Customer Service   Vaughan
Job Details

Rentokil-Terminix is currently seeking A Customer Care Agent that will act as a liaison, providing product/service information, answering questions, and resolving issues for our clients/customers. This position interacts with customers to attract potential business by answering product and service questions and suggesting alternative solutions. To be successful in this role, the incumbent must be an excellent communicator, possess strong verbal and written communication skills and have a customer focused attitude.

This will be a hybrid position based out of our Concord office (99 Locke St, Concord, ON L4K 3Z9). In the event there are provincial restrictions due to the pandemic, you will be required to provide your own high-speed internet and workspace at home for the duration that your work is remote. However, the expectation is that all teammates report into the office on a regular basis.

The duties and responsibilities of the Customer Experience Representative include, but are not limited to, the following:

  • Maintaining strong customer relationships by handling questions and concerns with speed and professionalism
  • Receiving and placing customer service telephone calls, completing web forms and responding to emails
  • Entering and processing orders for new and existing customers
  • Investigating issues and resolving customer complaints
  • Updating and managing customer databases
  • Actively promoting Terminix products and services
  • Monitoring the route and status of field technicians to coordinate and prioritize their schedule
  • Relaying work orders, messages, and information to and from technicians and field management
  • Constantly improving results by adhering to a philosophy of service excellence, and following business processes
  • Providing an outstanding customer experience to all customers
  • Available to work as required based on customer needs
  • Performing other duties as required

Requirements

  • Persuasive communication skills and lots of personality!
  • Sales oriented, has the ability to identify sales opportunities within a service environment
  • Energetic, positive and self motivated
  • Naturally empathetic, with the ability to build a strong rapport
  • Excellent communication skills - both verbal and written
  • Professional demeanor, stellar phone etiquette
  • Able to perform successfully in a high paced, results-oriented environment
  • Ability to build relationships and communicate with a broad range of people
  • Well organized, energetic and reliable
  • Ability to work independently in a busy environment
  • Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
  • At least one year’s experience in a Call Centre role answering phone calls and emails
  • Proficient with Microsoft Office, Outlook and other applicable computer programs
  • Bilingual English/French an asset
  • High school diploma – College preferred
  • Will have to undergo a criminal background check
  • Will be required to wear a headset, input data and sit for long periods of time

Benefits

  • You are paid during your training!
  • Great benefits - Medical, Dental, and Vision
  • Employer-matched RRSP program up to 3.5% of your base salary per year
  • Paid sick and vacation days
  • Short and long-term disability
  • Life Insurance
  • Ability to make commission bonus’s (after 3-month probation)!
  • Competitive compensation
  • ON DEMAND PAY! Have access to your paycheque as soon as it is earned!

 

Rentokil-Terminix is an equal opportunity employer. If you require any accommodations at any point during the interview process, please get in touch with our HR Department.

Customer Care Agent

Rentokil Initial
Vaughan - 21.86km
  Customer Service Full-time
Rentokil-Terminix is currently seeking A Customer Care Agent that will act as a liaison, providing product/service information, answering questions, and resolving issues for our cl...
Learn More
Jan 10th, 2024 at 07:12

Client Advisor Full-time Job

Royal Bank Of Canada

Customer Service   Oakville
Job Details

What is the opportunity?

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities,, you can build a great career with us as a future Account Manager/Banking Advisor.

 

What will you do?

  • Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
  • Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to work as one RBC team
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

 

What do you need to succeed?

Must-have

  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Personal flexibility to work flex hours
  • Eagerness to learn and determination to succeed
  • Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
  • Mutual Funds accreditation

 

Is this job right for you? Check out our video and decide for yourself!

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team

 

 

 

 

 

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

 

 

 

Additional Job Details

Address:

1005 SPEERS RD:OAKVILLE

City:

OAKVILLE

Country:

Canada

Work hours/week:

0

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Casual

Pay Type:

Salaried

Posted Date:

2025-06-03

Application Deadline:

2025-06-08

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Client Advisor

Royal Bank Of Canada
Oakville - 23.94km
  Customer Service Full-time
What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and driv...
Learn More
Jun 3rd, 2025 at 18:39

Client Advisor Full-time Job

Royal Bank Of Canada

Customer Service   Oakville
Job Details

What is the opportunity?

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities,, you can build a great career with us as a future Account Manager/Banking Advisor.

 

What will you do?

  • Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
  • Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to work as one RBC team
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

 

What do you need to succeed?

Must-have

  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Personal flexibility to work flex hours
  • Eagerness to learn and determination to succeed
  • Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
  • Mutual Funds accreditation

 

Is this job right for you? Check out our video and decide for yourself!

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team

 

 

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

 

 

 

Additional Job Details

Address:

2460 WINSTON CHURCHILL BLVD:OAKVILLE

City:

OAKVILLE

Country:

Canada

Work hours/week:

30

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular – Trainee (Trainee)

Pay Type:

Salaried

Posted Date:

2024-11-04

Application Deadline:

2025-01-06

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Client Advisor

Royal Bank Of Canada
Oakville - 23.94km
  Customer Service Full-time
What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and driv...
Learn More
Jan 3rd, 2025 at 13:26

Client Service Representative Full-time Job

CIBC

Customer Service   Oakville
Job Details

As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center. You’ll use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Customer Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals.

 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

 

How you'll succeed

  • Client Engagement – Help clients manage their accounts and products. Focus on each client experience and make every interaction meaningful. Connect clients to the right CIBC team members who can help them reach their goals.

  • Problem Solving Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to build a better solution together.

  • Leveraging Technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, assisting them to better manage their banking needs.

 

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

  • You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.

  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

 

What CIBC Offers

 

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

 

*Subject to plan and program terms and conditions

 

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

 

 

 

 

 

Job Location

Oakville-2530 Postmaster Dr

Employment Type

Regular

Weekly Hours

15

Skills

Accountability, Banking, Client Service, Customer Engagement, Customer Experience (CX), Financial Products, Problem Solving, Teamwork

Client Service Representative

CIBC
Oakville - 23.94km
  Customer Service Full-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center. You’ll use your knowledge of financial services products to help clients with the...
Learn More
Dec 6th, 2024 at 14:14

Customer Service Representative Full-time Job

BMO CANADA

Customer Service   Oakville
Job Details

Application Deadline:

08/29/2024

 

Address:

1461 Rebecca Street

 

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Identifies customer needs and initiates referrals to BMO colleagues.
  • Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
  • Contributes to business results and the overall experience delivered in the branch.
  • May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
  • High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
  • Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
  • Projects a professional presence.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • A focus on delivering a personal experience to customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills - Basic (in business environment).
  • Organization skills - Basic (in business environment).
  • Collaboration & team skills - Basic (in business environment).

 

Salary:

$33,850.00 - $44,000.00

Customer Service Representative

BMO CANADA
Oakville - 23.94km
  Customer Service Full-time
  33,850  -  44,000
Application Deadline: 08/29/2024   Address: 1461 Rebecca Street   Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and gui...
Learn More
Aug 21st, 2024 at 12:40

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