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Customer Experience Associate
3 months ago
Lieu de travail:
Peterborough, Ontario, Canada
Horaire:
15
Secteur d’activité:
Services bancaires personnels et commerciaux
Description du poste:
KEY ACCOUNTABILITIES
CUSTOMER
- Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice
- Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
- Assist with responding and resolving customer concerns, escalating when necessary
- Identify customer needs and determine solutions to customer problems, and open a limited range of products and/or services for customers
SHAREHOLDER
- Support the achievement of business objectives by supporting advice goals
- Promote products, advice, services and banking capabilities
- Understand and apply operating policies and procedures
- Contribute to business objectives for Operational Excellence
- Support the timely and accurate completion of business processes and procedures
- Escalate non-standard or high-risk transactions / activities as necessary
- Support and participate in process improvement opportunities
- Ensure necessary due diligence to support the accuracy of all customer transactions / activities
- Be knowledgeable of and comply with Bank Code of Conduct
EMPLOYEE / TEAM
- Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
- Support the team by continuously developing knowledge in own area
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH
- Requires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact
- Requires a broad knowledge regarding basic product suite of business supported
- Evaluates and recommends customer solutions from established options
- Understands how the assigned duties relate to others in the customer or advice team and how the team integrates with others
- Identifies and assesses customer problems in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion
- Impacts team results through the quality of the services or information provided to customers
- Follows standardized advice and customer service procedures and practices and recommends opportunities to improve processes in their own work area
- Uses communication skills to exchange/clarify product/process information with composure and ensures underlying details are understood
- Requires working knowledge and skills developed through formal training or work experience
- Generally reports to a Manager Customer Experience or Branch Manager
EXPERIENCE & EDUCATION
- High School diploma and/or
- 1+ years of relevant experience
- Post-Secondary or Undergraduate degree (in related field) preferred