Client Ambassador

2 weeks ago

Vancouver, British Columbia, Canada Peoples Payment Solutions Full time

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.

About the day to day:

  • 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
  • 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 problemsolving skills with a great attention to detail
  • Adaptable and able to work well under pressure and deadlines
  • A selfstarter who can work with mínimal 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:

_

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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