All jobs in Customer Service

Location(s):  Canada : Prince Edward Island : Summerside 

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, Client Support Coordinator you deliver outstanding customer service to BDC clients by meeting their individual needs. You are particularly responsible for performing office activities efficiently, and you demonstrate team spirit and collaboration by providing administrative support to the members of your team. If you are looking for an organization that invests in your talent, this is your opportunity to join our committed and diverse team.

The incumbent is responsible for providing high-quality client service to the BDC Financing team in resolving core issues, all relevant related documents, obtaining the necessary signatures and following up with clients. She or he also performs various administrative tasks and provides support to the team in the area.

CHALLENGES TO BE MET

• Provide excellent client service to BDC clients in resolving basic client questions and inform senior levels of complex cases

• Respond promptly, accurately, and professionally to existing and potential clients by ensuring compliance with policies, procedures, and practices

• Prepare letters to clients and professionals according to the specific process (e.g., letter of intent, letter of offer and mandates to professionals), and/or prepare proposals/contracts for clients ensuring that the information is accurate and entered in our system, that all necessary documents are prepared, that the required conditions and forms are met, signatures are obtained, and follow-up is done

• Proactively participate in the branch's marketing efforts by organizing events, campaigns, and activities, preparing marketing communications, and providing on-site logistical support

• Work in a team environment with other support functions and deliver on completing all administrative tasks that are assigned to the queue system

• Support account managers to help them reach business development targets

• Managing stationery orders, organizing catering services, and ensuring the smooth operation of the business center. Welcoming suppliers and technicians, as well as going to the post office.

WHAT WE ARE LOOKING FOR

• Bachelor degree in Business Administration, College diploma in accounting o

• Between 1 to 3 years experience in a similar role

• The ability to analyze and interpret financial statements is considered an asset

• Client service orientation and demonstrated ability to demonstrate initiative in listening, identifying sales opportunities and resolving issues

• Strong organizational skills and ability to prioritize and deal with various situations at all times

• Ability to work independently and meet tight deadlines

• Teamwork, creativity, flexibility, collaborative spirit and desire to work as part of a team

• Working knowledge of MS Office (Word, Excel, Outlook )

• Excellent writing and speaking skills in French and English.

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

45 700 $/$45,700 - 61 000 $/$61,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

KEY RESPONSIBILITIES: 

Lead Generation & Management

• Identify, engage, and qualify potential customers through outbound calls, emails and digital channels.
• Respond to and manage all inbound leads from various sources, including website forms, phone inquiries, email campaigns, and referrals.
• Accurately capture and log lead information in the CRM system Salesforce
• Qualify leads based on predetermined criteria (e.g., budget, timeline, decision-maker).
• Enrich lead profiles with relevant data from public and internal sources.
• Route qualified leads to the appropriate sales representatives based on territory, solution type, product expertise, and availability.
• Track lead progression through the sales funnel and provide regular updates to the sales team and management.
• Manage pipeline of all renewal, retention and remote service opportunities as identified by Sales and Operations Groups.
• Accurately capture and log client and account information in the CRM system as assigned by Senior Director.
• Complete the full sales cycle of all add/upgrades and any renewal and retention efforts. 
• Enrich account profiles with relevant data from public and internal sources.
• Route larger opportunities to the appropriate Vice President of Sales based on territory, solution type, product expertise, and availability.
• Track pipeline and all closed won/lost activity. 

Sales Excellence

• Complete all quotes in sales management or CRM tool
• Maintain accurate and up-to-date records of sales activities, pipeline status, and customer interactions in the CRM system.
• Utilize data and analytics to optimize outreach strategies and improve conversion rates.

Data Analysis & Reporting

• Generate reports on opportunity pipeline, conversion rates, and other key sales metrics such as SEV, Margin Attainment and net new opportunities.

Communication & Collaboration

• Maintain open and effective communication with sales representatives, marketing team, and other stakeholders.
• Build and maintain strong relationships with internal and external contacts.
• Effectively communicate with potential customers via phone, email, text and other channels.

Qualifications & Experience

• Education: High school diploma or equivalent required; associate or bachelor's degree in business administration, marketing, or a related field preferred.
• Experience: 2-3 years of experience in an inside sale, or full-sales cycle role. 

Skills

• Strong organizational and time-management skills with the ability to prioritize tasks effectively.
• Excellent communication and interpersonal skills, both written and verbal.
• Proficiency in Salesforce and/or similar CRM systems (Zoho, HubSpot, Dynamics) 
• Proficiency with data enrichment tools (ZoomInfo, Sales Navigator, LinkedIn, 
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Problem-solving and analytical skills.
• Strong work ethic and a positive attitude.

Requirements 

• Ability to work from a professional office environment.

Division: Strategy and Transformation 

Department: Communications and Public Engagement

Term: 1  Temporary Full Time position available for approximately  months.

Closing Date: 04/09/2025 

Labour Group: CUPE 59 

Posting:  4204 

Weekly Hours: 40 

Salary Range: $62,488.32 to $68,892.96 CAD per hour (2025 rates)

Bilingual Customer Care Representative
Full-time, 95% remote work (permanent and contractual positions available)
Hartland, New Brunswick and Lachine, Quebec

This position offers the ability to work from home, with flexible shift schedules.  The successful candidate must have access to high-speed internet.

How You’ll Help
•    Help customers with complaints and questions
•    Improve the customer’s experience
•    Utilize our service techniques and systems
•    Increase your skills with every interaction
•    Give customers information about services
•    Ensure customer satisfaction and provide professional customer support
•    Escalate customer dissatisfaction to proper channels

Your Skills & Experience: 
•    Bilingual English/French communication skills (written and verbal) a STRONG asset
•    High school diploma. Post-secondary education in business or related program considered an asset.
•    Minimum of one year experience in a call center customer service based position
•    Previous SalesForce or CRM system experience considered an asset
•    Previous AS400 experience considered an asset
•    Previous transportation/logistics experience considered an asset
•    Proficient in computer programs such as Microsoft Office Suite
•    Highly reliable, willing to learn and acquire new skills
•    Exhibit professional communication and customer service skills
•    Proven ability to be a self-starter and work independently
•    Strong attention to detail with high organizational and interpersonal skills
•    Must have access to high speed internet

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