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    Client Ambassador - Vancouver, Canada - Peoples Trust

    Peoples Trust
    Peoples Trust Vancouver, Canada

    1 week ago

    Default job background
    Full time
    Description

    Job Details

    Description

    About us :

    Peoples Group is a boutique Financial Institution with offices located in Vancouver, Calgary, Toronto and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing world class customer service backed by extensive product knowledge and experience.

    Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused and Passionate Execution. We believe people don't choose a company to work for, they choose a company to join. We also believe that people come first and each day we strive to be willing, trustworthy and creative.

    About the work environment:

    This role is based out of our downtown Vancouver branch. You'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm.

    About you:

    You are a highly motivated and skilled customer service professional with experience in providing exceptional customer service in a call center. You are organized, able to switch gears midstream and have great attention to detail. A proven track record in relationship building and experience working within the financial services industry.

    The Client Ambassador will interact directly with customers, understand their needs, troubleshoot issues, answer product inquiries, and perform proactive account maintenance while delivering a seamless customer experience across all channels of communication. The customer contact will primarily be over the phone, with some email and in-person interactions.

    About the day to day:

  • Respond to incoming customer calls & emails in a timely and professional manner, within agreed service levels
  • Strive to resolve customer issues and queries at first contact and demonstrated ability to build and maintain strong client relationships
  • Maintain a positive, empathetic and professional attitude towards customers at all times
  • Support customer requests for opening accounts, including handling transactions and supporting customers who walk into the branch
  • Interact with customers to identify their financial needs and refer them to the appropriate expert or guide them to alternative channels such as online banking
  • Ensure key performance indicators are met for productivity, emails and call quality to contribute to team business efficiency targets
  • Responsible for providing clients with GIC renewal reminder emails, and information regarding their new GIC accounts
  • Assist the deposit client services and administration teams with mail and fax item distribution, and outgoing mail items such as tax slips reissuing
  • Assist with maintaining and upkeep of Filebridge file storage
  • Assist and maintain the client appointment tracker
  • Stay up to date with all product and services offered by the Peoples Group family of financial services
  • Adhere to all compliance regulations and procedures
  • Perform other duties and responsibilities as assigned
  • Office Presence is required for this role as it is client facing

    • About you / qualifications:

  • Demonstrated ability to build and maintain strong customer relationships, while consistently providing a high standard of service
  • Excellent communication skills both verbal and written. Bilingual (Mandarin or Cantonese or French) is an asset
  • Excellent interpersonal, organizational and time management skills
  • Excellent problem-solving skills with a great attention to detail
  • Adaptable and able to work well under pressure and deadlines
  • A self-starter who can work with minimal supervision
  • Minimum two years experience in a customer service role
  • Minimum one year experience in financial services, branch experience preferred
  • Working knowledge of AML/KYC requirements
  • Strong computer skills, with proficiency in Word, Excel and Outlook
  • Knowledge of banking systems, such as DNA, would be beneficial.

    • Annual Compensation:

    Peoples Group is pleased to offer employees a competitive annual salary and discretionary profit share opportunity. Salary for this position will vary between $50,000 and $53,000 per year depending on the knowledge, skills, abilities & experience that the chosen candidate possess. As part of our recruiting process, shortlisted candidates will be asked their salary expectations for this position.

    Help us get to know you better by answering our application questions Your participation is an expected and essential part of our selection process.

    NOTE: Please accept our utmost appreciation for your interest; however only those applicants under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer.

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