- Integrates marketing promotions and programs into customer conversations when appropriate.
- Delivers exceptional customer service that builds trust through expertise, providing responsive service and support.
- Probes to understand customer needs and provides advice related to personal banking and lending strategies in the best interests of the customer.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Handles incoming calls in an informed, professional, and efficient manner.
- Escalates complex or unresolved customer situations to managers as required.
- Performs any required activities to ensure customer's requests are accurately processed.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Manages all transactional outcomes of customer calls or refers to appropriate internal business groups.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
- Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of personal banking products.
- Knowledge of competitive marketplace and trends in product offerings.
- Knowledge of contact centre operational processes and policies.
- Knowledge of call centre technology, processes and metrics.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
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Personal Banking Associate
5 days ago
TD Bank Whistler, Canada416655BR · Retail Banking - Customer Service · Whistler, BC · August 17, 2023 · Hours · 37.5 · Workplace Model · Onsite · Pay Details · Department Overview · At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long · - lasting relationships with our c ...
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Personal Banking Associate
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Bank of Montreal Squamish, BC, CanadaPersonal Banking Associate. page is loaded · Personal Banking Associate. · Apply locations Squamish, BC, CAN time type Full time posted on Posted 4 Days Ago job requisition id R Application Deadline: · 03/18/2024 Address: · 38201 Cleveland Job Family Group: · Retail Bankin ...
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Customer Experience Associate
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Customer Experience Associate
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Customer Service Representative
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Customer Service Representative
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Customer Service Representative
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Investment Specialist Associate
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Financial Services Associate 1
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BlueShore Financial Whistler, Canada**Financial Services Associate 1 (FSA 1)** · Serving our community in British Columbia for over 80 years, BlueShore Financial has grown from a local community credit union into a thriving financial boutique. The Financial Services Associate position is where most banking professi ...
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Investment Specialist Associate
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Day Audit/general Cashier
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Westin Resort and Spa Whistler Whistler, Canada**WESTIN** · At Westin, everything we do is designed to help our guests be at their best, and they appreciate our supportive attitude, anticipatory service and extensive knowledge on how to assist them throughout their stay. We are looking for dynamic people who are excited to jo ...
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Financial Services Associate 1
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Financial Services Associate 1
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BlueShore Financial Squamish, Canada**Financial Services Associate 1** · This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an eleva ...
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Full-time Sales Associate
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Business Associate
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Relationship Manager, Business Markets
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Personal Banking Associate - Squamish, BC, Canada - BMO
Description
Application Deadline:
03/18/2024 Address:38201 Cleveland Job Family Group: Retail Banking Sales & Service Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.