Client Service Representative
Summary
Assist banking clients with daily transactions, account management, and digital tools in a physical branch, focusing on service and financial goal guidance.
As a Client Service Representative, you will work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. You will answer questions, assist with transactions, and proactively connect clients with the right team members to help them reach their financial goals. You will be flexible to work banking centre hours including evenings and weekends, and you may work at multiple banking centres within a reasonable travel distance.
Responsibilities
- Help clients manage their accounts and products
- Focus on the client experience and make interactions meaningful
- Connect clients to the right team members who can help them reach their goals
- Listen and ask questions to understand client issues
- Take accountability for client issues and know when to leverage others
- Become a technology expert and introduce clients to mobile banking applications
- Help clients better manage their banking needs through digital tools
Benefits
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social recognition program
- Purpose Day paid day off for growth and development