Bilingual (English/french) - Customer Sales Advisor

6 months ago

Halifax, Canada Scotiabank Full time

Requisition ID: 199779

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Is This Role Right For You?**
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge:

- Satisfying customer needs using the Customer Experience Model and by leveraging knowledge of the Bank’s services and products
- Recognizing quality referral opportunities
- Presenting knowledgeable advice-based solutions and following through.
- Utilizing Next Best Activities (NBA’s) and Voice Biometrics to build a stronger relationship with the customer
- Creating a digital culture by promoting Digital Channels including Scotia Online Mobile and Mobile Wallet and Apple Pay etc.
- Consistently provide customers with a professional, courteous, and positive experience by discovering needs, providing knowledgeable, accurate information and solutions, and following through on commitments:

- Developing and maintaining a detailed knowledge base and understanding of assigned products,services and the various digital channels customer may choose to bank
- Accurately resolving customer problems falling within approved authority limits or referring the customer to the appropriate source as described in the Bank’s Complaint Resolution Standards and Procedures.
- Providing customers and applicable business partners with account information by accessing the Bank’s on-line records and systems.
- Consistently provide customers with excellent service, effectively manage workload, and stay actively available to receive customer requests by:

- Developing effective questioning skills conducive to gathering customer information accurately and comprehensively. This includes asking probing questions and listening, to ensure efficient call handing and call resolution.
- Documenting and controlling all required follow-ups or escalations.
- Maintaining pending files and taking appropriate action to resolve files for areas of responsibility including the regular review and count of outstanding items.
- Actively participating in queue maintenance through call responses on escalated and referral calls.
- Liaising with various parties (i.e., branches, third-party service providers, etc.) as required to fully satisfy customer issues in a timely fashion.
- Ensuring that policies and procedures are adhered to within authorized limits
- Participate actively in team activities/initiatives by working cooperatively to the mutual benefit of all members and taking responsibility for self-learning and development by:

- Learning and embracing new procedures, technologies, and processes
- Participating in and supporting change initiatives for the team and the Centre
- Contributing to effective team morale and employee relations through positive interaction with team members and participating in the Applause program
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions:

- Operating at optimal efficiency of the Centre by ensuring productivity goals are attained
- Minimizing risk and losses by knowing and adhering to Scotiabank’s policy, authentication procedures and key controls
- Adhering to all company/department policies, procedures, and audit requirements
- Prioritizing and processing customer requests (i.e., inquiries, transactions, case work) in a timely and efficient manner
- Strictly adhering to schedules thereby ensuring prompt customer service and response time
- Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high-performance environment and contributes to an inclusive work environment.
- Required to take approximately 30 inbound sales related calls a day or 220 outbound calls a day to existing customers and/or potential new customers
- Required to deepen the relationship with the customers by identifying and discussing the appropriate match between customer needs and available products and services

**Do You Have The Skills?**
- Post-secondary education in business or other related disciplines is an asset
- Strong proficiency of the French and English language is required
- Excellent verbal and written communication skills are required
- Previous retail banking and contact centre experience are highly desirable
- Knowledge of Scotiabank’s products and services
- Ability to multi-task and use various systems to access information while engaging and interacting with the customer

Location(s): Canada : Nova Scotia : Halifax

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their f

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