Oaken Customer Service Specialist - Toronto, Canada - Home Trust Company

Home Trust Company

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Company Profile

Home Trust Company has developed a track record of success as Canada's leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country.

Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer complementary lending services and competitive deposit investment products.

Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.

Position Responsibilities
Adherence to SLAs
Identify and recommend cross-selling, sales opportunities
Book appointments with clients
Build and maintain relationships with clients for retention
Monitor customer feedback, identify gaps, provide recommendations
Perform financial adjustments and non-financial maintenance when necessary
Adhere to all policies and procedures, legal and ethical requirements and regulations, and established risk guidelines.
Formal Education
Post secondary degree or diploma preferred in Business, Economics, Finance or equivalent
Related Experience

Education:

Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)
Additional relevant accreditation(s), certification(s) are assets

Experience:

3 years customer service experience preferred
Solid knowledge of investment products

Skills:

Solution-focused
Strong organizational, time-management and analysis skills
Able to multi-task and flourish in a fast-paced, deadline-driven work environment
Excellent written and oral communication skills
Exceptional interpersonal relationship and building and listening skills
Collaboration
Solid knowledge of MS Office

Skills:

Position Complexities
Acknowledgement

All employees of Home Trust Company must comply with all applicable Home Trust Company, and specific Line of Business policies, standards, guidelines and controls.

Additionally, all employees are obligated to become familiar with Home's risk management framework and understand the operational risk management requirements within their specific business.

Employees are also expected to understand and comply with the Company's Code of Business Conduct & Ethics Policy at all times and escalate any issues or concerns through various reporting channels (i.e. Ombudsman, Compliance Hotline, Whistleblower Policy, etc).