All jobs in Customer Service

This position is responsible for assisting customers and branch employees with credit account inquiries and requests. It focuses on collection of past due accounts and mitigating the risks associated with extending credit through proper and regular review of customers’ accounts. The Customer Account Representative ensures that corporate policies and guidelines are followed with all credit and collection processes while delivering a high level of customer service that supports business and sales strategic objective.

Job Description:

Major Job Functions:

Portfolio Management:

• Administer collection activity and build and maintain the credit history file in utilized enterprise resource system (M3, SalesLink or other assigned systems
• Manage assigned accounts, includes contacting customers to follow up on accounts, reviewing accounts and notes receivables reports regularly to identify follow up requirements, monitoring and communicating customer portfolio and regional customer metrics to internal stakeholders, processing small balance write off, account adjustment, and account reconciliation, and resolving dispute, discrepancies and short payments
• Assist in branches when receiving request for Deferral’s, General Security Agreements (GSA), garage man's liens and escalate to Senior CAR.
•  Negotiate repayment arrangements within a 90 day repayment period; escalate to Team Lead and or Sr. AR Manager for protracted periods.
• Collect on past due accounts and report to Account Receivable Team Lead and or Senior AR Manager on accounts requiring legal action, repossession, bad debt write off and identified as risk.

Customer Service:

• Provide customer service on accounts, includes forwarding invoices, processing credit card authorization forms, processing customer refund request; completion of Netting forms, Write-Off forms, Credit Matrix, and submission to the appropriate assigned signing authority.
• Responding to customer enquiries, by promptly answering the queue line.
• Reconciliation of AR accounts as required

Credit Approval:

• Approve credit releases for parts, service and rentals request and authorize requests over the set credit limit

Reporting:

• Prepare weekly & monthly AR reports as assigned
• Other assigned duties as required

Accountability:

• Meet or exceed set collection targets (60 to 90 day targets) and bad debt targets and reduce delinquency rates for assigned accounts, as outlined in corporate guidelines
• Regular, proactive and consistent contact with customers assigned and accurate and timely account and process information and documentation, as required
• Monitor and communicate customer portfolio metrics (e.g. delinquency notes, portfolio ageing and identified risks) to applicable internal stakeholders and Accounts Receivable Team Lead
• Identify and act on accounts requiring legal action through communicating with Accounts Receivable Team Lead, Senior CAR, or  Senior AR Manager on areas of concern
• Represent the company in a professional and ethical manner and establish and maintain effective and cooperative working relationships with customers, branches and all internal relationships while maintaining confidentiality
• Adhere to policies and procedures outlined in the Credit Department Policies and or Procedures

Experience:

• 1-3 years of high volume corporate collections experience
• 1-3 years’ experience processing accounts receivable
• Proficient in MS Office Applications
• Knowledgeable of the Personal Property Security Act (PPSA), Personal Information Protection Act (PIPA) and Bankruptcy and Insolvency Act (BIA)
• Knowledgeable of basic business law and basic tax law
• Knowledgeable of Generally Accepted Accounting Practices (GAAP), credit procedures and CCAA (Customer Credit Agreement Act)
• Knowledge of account receivable and collection practices
• Understands and adheres to Finning policies and procedures, including Safety

Specific Skills:

• Sound customer service skills
• Strong verbal and written communication and interpersonal skills
• Strong time management, multitasking and prioritization skills
• Self-motivated and independent problem solving skills
• Sound organizational skills
• Strong Excel & account reconciliation skills

The Customer Service Representative operates as a professional in a call center environment. Working to enable rail service, the SDR ensures that CN meets the needs of our customers by maximizing operational efficiency and flexibility, minimizing cost and protecting revenue.

The Customer Service Representatives are part of the customer team, taking direction from the Supervisor and Senior Customer Service Representative on priorities and performing activities required to meet our customer’s needs. The Customer Service Representative will perform specialized tasks requiring time and attention. An example of these duties may include producing reports, assisting the customer with Diversions and overloads, and bad orders. The Customer Service Representative will interact directly with the customer or through the Senior Customer Service Representative.

Critical Performance Areas

·       Manage incoming requests from Senior Customer Service Representative and work with customers to take appropriate action to ensure requests are fulfilled. This includes handling requests or working with other stakeholders (ex. ETC, OS, Claims) to complete tasks. Work with Senior Customer Service Representatives and Supervisor to escalate as required. 

·       Communicate, monitor and advise customers on problems areas, service exceptions, special requests and update necessary logs, forms or systems, as required. 

·       Assist the customer in specific activities, such as diversions, transloads, way billing issues, inbound load rejects, imbalanced/overload cars, bad order cars, holiday schedules, etc.

·       Run various systems inquiries (ex. SRS, Business Objects, CSI) obtaining status on shipments and empty equipment. Compile and analyze data.

·       As required, monitor fleet location, traffic status, updating work orders as needed, identifying exceptions and shortfalls. 

·       Other duties as assigned and required.

Success in the call center environment may be measured by:

·       Wait time for initial contact

·       Length of time required during interaction to reach resolution

·       Ability of the CSR to impart relevant knowledge on the first contact

·       CSR scorecard

·       General customer service perception (measured by surveys)

·       Additional measurements as required

Working Conditions

·       Expected: 25-30% on phone with Customer. Expected to remain professional when faced with difficult situations.

·       Fast-paced and intense with many time constraints, outside pressures and simultaneous activities; required to prioritize, follow-up and escalate internally in addition to answering customer inquiries.

·       Shifts are assigned based on seniority. Some shifts will require shift work (day shift, afternoon shift, night shift, weekends, and holidays).

·       High team-interdependence expected.

·       Must be able to work without constant, direct supervision.

Employment Requirements

·       Postsecondary preferred. Equivalent experience may be considered.

·       Previous Customer Service position and Call center experience (min. 1 year full time)

·       Excellent verbal, reading comprehension and writing skills in English (fluent French and English in Montreal).

·       Excellent communication & customer service skills.

Assets

·       Proficiency in the use of Microsoft Office, Word and Excel with a minimum typing speed of 30 words per minute.

·       Courteous telephone manner is required.

·       Good working knowledge of North American geography and train operations.

·       Must be reliable and flexible.

·       Experience working with external and internal customers and vendors.

Candidates will be assessed as suitable and adaptable through assessment processes. Candidates will also be required to pass new qualification testing to hold position.

Reporting to the Manager, FBO, the Customer Service Representative at the Porter FBO is responsible for delivering a high level of service to our passengers while providing operational support to other team members. 

Duties & Responsibilities

• Project a professional manner with an emphasis on customer service and hospitality 

• Ensure compliance with the grooming and uniform standards of the company 

• Knowledgeable of, and actively support the goals for the department as well as the company as a whole to ensure high quality and consistent service

• Ensure his/her duties are carried out in accordance with company policies.   

• Provide prompt, professional and courteous service to customers in a personalized and refined manner.

• Data entry of aircraft fuel quantities into database

• Provide special services, (i.e. car rental, limo/taxi reservations, restaurant reservations, catering, etc)

• Occasionally driving customers to and from the terminal

• Develop a positive working relationship with team members and passengers

• Coordinate line service activities, such as accurately relaying aircraft fuel loads and aircraft movements

• Ensure fuel and service orders are fulfilled in a timely manner 

• Complete daily, weekly, and monthly accounting and reconciliation of FBO transactions

• Provide air/ground communications using a Unicom radio

• Administrative duties including basic filing and organization of passenger records and files

• Actively participate in Porter’s Safety Management System (SMS) including reporting hazards and incidents encountered in daily operations; understand, comply and promote the Company Safety Policy

• Other administrative duties as assigned.

Behavioural Competencies

• Concern for Safety: Identifying hazardous or potentially hazardous situations and taking appropriate action to maintain a safe environment for self and others.

• Teamwork: Working collaboratively with others to achieve organizational goals.

• Passenger/Customer Service: Providing service excellence to internal and/or external customers (passengers).

• Initiative: Dealing with situations and issues proactively and persistently, seizing opportunities that arise.

• Results Focus: Focusing efforts on achieving high quality results consistent with the organization’s standards.

• Fostering Communication: Listening and communicating openly, honestly, and respectfully with different audiences, promoting dialogue and building consensus.

Qualifications

• Ability to handle stress well and work under pressure. 

• Ability to obtain necessary security clearances

• Ability to obtain Restricted Radio Operators Certificate

• Ability to work on a permanent basis in Canada

• Work rotating shifts including days, afternoons, evenings, weekends, and holidays

• Dependability (must possess a clear attendance record and reliable on-time reporting for work

• Full G2 license (or out of province equivalent) with a clean Driver's Abstract

Location

Toronto (Billy Bishop Toronto City Airport - YTZ)

09/19/2024

Address:

3993 Highway 7

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

As the Customer Experience and Continuous Improvement Lead, you have an integrated operational role within Waste Services, developing, leading, and managing the implementation of the branch's Customer Experience work plan across various customer channels and lines of business.. You will play a key role in interpreting customer experience (CX) data to advise and lead projects as well as to collaborate across all sections of the branch.

Your success will be measured by your ability to build relationships with various stakeholders, using your expertise to improve the business of Waste Services, and the efficient processing of data from surveys, while providing concrete recommendations.

What will you be doing?

• Act as the “Voice of Customer” gathering customer insights through qualitative and quantitative research methods, including: 
  
  • Leveraging operational data such as call centre data, web traffic
  • Coordinating Listen, Interpret, React and Monitor activities
  • Highlighting opportunities for improvement
• Manage, analyze, interpret and report on customer data and CX performance indicators, highlighting opportunities for improvement suggested by the data, including presenting information to sections and working with the section to implement those recommendations
• Work with leadership across the branch to set CX performance targets and drive continuous improvement at the operational level
• Interact regularly with customer experience metrics, including: 
  
  • Monitoring and tracking improvements to metrics, and exploring opportunities to improve citizen experience within the branch
  • Developing and monitoring key branch citizen/customer measures
  • Communicating customer insights out to business areas
  • Report to Branch on data, insights and recommendations
• Manage the creation, configuration and deployment of real-time customer experience surveys working with corporate partners
• Alongside our Communications partners, ensure the customer experience is consistent across all digital and print platforms through consistent messaging, direction and policy guidance related to Waste Services
• Lead and improve upon customer messaging channels provided to customers, including ensuring call centre, 311, website, WasteWise app and print materials are consistent, efficient and easy to use
• Lead CX-oriented special projects for the branch, collaborating with corporate partners in service design, analytics, education, community engagement and technology
• Support customer journey mapping and integration of lessons learned into operational areas across the branch, if required
• Advise on the branch's CX data visualization and business intelligence approach
• Lead and facilitate design thinking workshops, specifically in the form of ideation sessions
• Collaborate with research partners and vendors to complete customer / market research studies
• Lead analysis of new products and services in development, such as recruiting customer samples, designing assessment criteria, refining / analyzing results and reporting findings to various stakeholders
• Identify and deliver information related to operational lines of business (Collections, Sustainable Waste Processing, Business Integration)
• Other related duties as required

Qualifications

• A degree (or higher or equivalent) in Business, Marketing, Commerce or a related field, such as the fields of research and/or customer experience
• Minimum 5 years of experience in the field of community work, including demonstrated competency in program development, organization development and provision of information/referral

Assets:

• A specialized interest and experience in customer experience, marketing, research and/or technology
• Project Management Profession or other PMI certificates
• Additional training/coursework and/or experience in one or more of the following areas is an asset:
  
  • Project management
  • Customer experience
  • Change management

Skills Required for Success:

• Knowledge of service design and continuous improvement approaches, including human-centered design approaches and CX technologies
• Knowledge of subjects applicable to the field, including marketing, research, program planning and customer outreach
• Ability to gain acceptance and build/maintain strong relationships with a variety of internal and external stakeholders at various levels of authority
• Ability to work independently as well as contribute to the goals of a larger team
• Ability to recognize and manage group dynamics
• Ability to chair committees and meetings
• Demonstrated ability to both lead projects and work as part of a project team in a support role
• Negotiation skills, including the ability to respond to difficult situations and resolve conflict
• Excellent written and verbal communication skills, including the ability to understand customer needs, write in plain language, facilitate surveys and focus groups, and present to groups
• Alignment to our Art of Inclusion: Our Diversity and Inclusion Framework
• Alignment to our Cultural Commitments
• Alignment to our Leadership Competencies
• Applicants may be tested

The City of Edmonton values applicants with a diverse range of skills, experiences and competencies, and encourages you to apply. We strive to provide reasonable access and accommodations throughout the recruitment process. To request an accommodation, please contact [email protected]. Learn more about our benefits https://bit.ly/COEbenefits

Up to 1 Temporary Position up to 15 months

Hours of Work: 33.75 hours ; Monday - Friday

The weekly hours of work for this position are currently under review and may change at a future time. Any changes will be made in accordance with the City of Edmonton/Civic Service Union 52 collective agreement and the incumbent will be notified in advance.

Salary: $43.098 - $54.113 (Hourly); $75,927.900 - $95,333.580 (Annually)

Talent Acquisition Consultant: NC/SG

Classification Title: Recreation Officer II
Posting Date: Sep 10, 2024
Closing Date: Sept 24, 2024 11:59:00 PM (MDT)
Number of Openings (up to): 1 - Temporary Full-time
Union: CSU 52
Department: City Operations
Work Location(s): Kennedale Facility, 12840 58 Street NW Edmonton T5A 4L3

As a Customer Service Representative, you will enjoy:  

• Flexible schedules

• Large, stable employer

• Opportunities for fast career advancement

• Task variety

• Weekly pay

• Night shift premium

• Employee discount

• Scholarship program

• Years of service Recognition program

• Supporting temporary workers through PNP (some conditions may apply)
   

Your key responsibilities:

You will greet customers, run the cash register, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.

You will interact with many customers daily, all while working in a fun, energetic environment accomplishing daily tasks around the store!
 

What we are looking for:

• Customer service

• Communication and friendly conversation

• Performing at a quick pace while having fun

• Working as part of a team to accomplish daily goals

• Coming up with great ideas to solve problems

• Thinking quickly and offering suggestions

Great to have:

• Customer service experience

• Motivation to advance in your career!

• Willingness to learn and have fun!

8 Millenium Drive, Quispamsis, NB E2E 5B4, Canada

• Location: 365 Black Diamond Boulevard, WINNIPEG, MB R2J 4M4, Canada

To provide accurate information and assistance to customers requiring direct customer interface. To perform administrative duties necessary for efficient operations. Promotes continued sales and generating potential incremental revenue wherever possible.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/equivalent. College diploma preferred

Knowledge of Canadian Customs regulations preferred

Knowledge of FedEx Express and Ground products and services preferred

Ability to successfully complete all basic and recurrency training.

Must have the ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment

Must be able to complete and achieve minimum thresholds on any mandatory testing and training

Must be able to operate in a PC windows environment

Excellent interpersonal and verbal communication skills

Good analytical and problem solving skills

Good negotiation skills

Demonstrated ability to handle stress and work in a highly pressured, monitored and changing work environment

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

High school diploma/equivalent. College diploma preferred

Knowledge of Canadian Customs regulations preferred

Knowledge of FedEx Express and Ground products and services preferred

Ability to successfully complete all basic and recurrency training.

Must have the ability to lift 70 lbs and to maneuver any package weighing up to 150 lbs with appropriate equipment

Must be able to complete and achieve minimum thresholds on any mandatory testing and training

Must be able to operate in a PC windows environment

Excellent interpersonal and verbal communication skills

Good analytical and problem solving skills

Good negotiation skills

Demonstrated ability to handle stress and work in a highly pressured, monitored and changing work environment

09/19/2024

Address:

877 Lawrence Avenue East

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

09/08/2024

Address:

134 Primrose Dr

Minimum of 7.5 hours per week, likely 1 - 3 shifts or more depending on the business needs. Candidates should be flexible to work within the branch hours.

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 - $43,500.00

Background Screening Requirement: 

• Enhanced Criminal Record Check (every 5 years)
• Credit Check (every 5 years)
• Social Media Check (every 5 years)
• Identity Verification 
• Education Verification
• Employment Verification
• References

What’s the job?

On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our members with support and financial advice, we help them Build a Better Future, Together. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.

This is a part-time position with a minimum of 15 hours per week, up to 30 hours per week depending on branch staffing need. Our Broadmead branch is open Monday to Saturday and we are looking for candidates with open availability on Monday, Friday and Saturday at minimum. 

What you’ll get to do:

• Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;
• We build connection.
• We act with courage.
• We re-imagine.
• Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
• Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
• Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
• Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
• Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
• Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.

Who are we looking for?

To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.

• Communication – You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
• Active Listening – You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
• Empathy – You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
• Initiative – You don’t sit and wait for something to do. You see something that needs to be done, and do it.
• Problem Solving – You find job satisfaction by identifying a member problem and work towards solving it with them.
• Curiosity – You are a life-long learner who loves to grow their understanding of the financial world.
• Advisory – You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
• Adaptability – You happily handle whatever situation comes your way.
• Motivation – You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
• Integrity – You follow the documented process and do the right thing, every time. Even when no one is watching.
• Legal Eligibility – You are legally entitled to work for any employer. Please note for those candidates interested in applying for a Canadian Permanent residency, this position falls under a C National Occupation Code (NOC).