The Bilingual Customer Service Representative provides customer service and front line support to clients with respect to the maintenance and operations of their buildings. Specific responsibilities include but are not limited to handling inbound service requests received via telephone, email and web interface and initiating work orders to support timely fulfillment and resolution of client requests.

The Operations Centre is a critical environment within BGIS Canada, responsible for receiving and dispatching facilities service requests for its clients – 7/24/365. The work environment is fast-paced and client-service focused.  In order to ensure ongoing performance success, Operations Centre team members are measured against service delivery metrics.

The Customer Service Representative is required to provide service in English and French. 

 KEY DUTIES & RESPONSIBILITIES

• Learns client account details, the service request/work order management systems, the telephony system and Operations Centre policies, processes and operating procedures
• Fills basic client requests including creating and dispatching work orders to appropriate internal and external service providers and relaying appropriate information to front line facilities managers
• Assesses and accurately assigns level of priority to facilitate timely fulfillment of service requests
• Learns techniques for troubleshooting service issues, communicating with internal technicians and Facility Managers, external service providers, landlords and other relevant parties.
• Receives guidance and support in completing service requests including activities such as proper work order processing, dispatching and communication of information.
• Provides customer service support in either English and French
• Participates in program initiatives undertaken by the Operations Centre
• Maintains confidentiality of client account information and other confidential information. Conducts work in a professional manner.
• May be required to demonstrate Operations Centre capabilities to potential and existing clients and to prospective hires by having such people Y-cord into live calls.
• May be required to provide training to new Team Members.
• Other duties as assigned.

Work Hour Availability Requirements

• 7 days a week, 24 hours a day, 365 days a year environment requiring open availability
• Rotating shifts between 6:00am and 11:00pm
• Weekends and holiday work availability on a rotational basis
• May be required to work overtime

KNOWLEDGE & SKILLS

• High school completion plus a specialized technical or business course.
• Job Related Experience:  One year or less
• Demonstrated language proficiency (both verbal and written), including proper grammar, spelling and punctuation. Clear and effective communication skills.
• Basic understanding of the facilities/property management industry and knowledge of facility operations and maintenance, an asset.
• Strong customer-service orientation and customer service skills.
• Demonstrated ability to learn new processes, tools and other relevant information quickly, with proven ability to apply learning to the job.
• Ability to work in a fast-paced, multi-client environment with ability to apply various client-specific business processes to individual service request situations.
• Demonstrated ability to gather information, accurately assess issues and assign level of priority; effective probing and problem solving skills.
• Demonstrated organizational skills.
• Ability to sustain concentration over a prolonged period of time and pay attention to details.
• Demonstrated computer proficiency including solid keyboarding skills.
• Demonstrated personal leadership attributes incorporating a commitment to ongoing development and continuous learning.

Licenses and/or Professional Accreditation

• None required.

Senior Customer Experience Associate - Louis St Laurent & Thompson, Milton (30 hours/weekly)

Location(s):  Canada : Ontario : Milton 

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).

$33,850.00 - $44,000.00

Overview

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

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

Why is this role important:
The Customer Service Representative works with our Supply Chain partners and our store retailers to ensure inquiries on store credits are investigated and resolved with a customer centric solution at the heart of what you do. Your role is to manage requests from our retailers and coordinate store returns to the appropriate distribution centre. If you enjoy helping people, having a direct impact on the success of our store network and are passionate about supply chain consider applying! 

What you'll do: 

• Respond to customer inquiries on store credits (shorts, overages, damages, returns, mispicks, etc.) 

• Support supply chain partners and stores through phone and email to understand, investigate and determine root causes of store claims 

• Build relationships with distribution centers, business units and store partners to complete credit investigations; process credits and communicate results to stores and impacted departments 

• Use SAP to receive and input credit data from stores, bringing to bear company policies to guide decisions 

• Generate daily and weekly summary reports for analysis 

• Apply policies and procedures to each claim while processing credit requests 

• Prioritize workload to deliver timely service on credit requests, returns and retail services. 

• Commitment to promoting a workplace of inclusiveness and belonging

What you bring: 

• Bilingual in French and English (written and verbal communication) 

• Previous experience within a Call Centre environment or comfort to learn 

• Experience working within a Distribution or Retail environment or comfort to learn 

• Experience with SAP, Manhattan WMS, JDA TMS & Microsoft Office applications or comfort learning how to use 

• Communication and customer service skills with a focus on putting the customer first using our CORE Values – Care, Ownership, Respect and Excellence 

• Detail oriented with time management skills and ability to work through change. 

• Ability to prioritize workload, work well independently and collaboratively with people to find solutions. 

• Potential opportunity to flexible work week including Saturday (6:30am – 2:30pm)

1 Presidents Choice Circle, Brampton, ON