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Client Service Specialist

3 months ago

Brampton, Ontario, Canada Alterna Savings Full time

Exciting Role at Alterna Savings

The Client Service Specialist (CSS) plays a crucial role in delivering exceptional service to members and clients by leveraging their expertise in Alterna's offerings. The goal is to foster a positive experience for every member/client interaction.

Key Responsibilities

  • Addresses member/client inquiries with a friendly and efficient approach.
  • Resolves issues for members/clients and escalates when necessary.
  • Maintains up-to-date knowledge of Alterna Savings' services and products.
  • Actively engages in sales initiatives and promotional campaigns.
  • Ensures adherence to operational policies and procedures.
  • Contributes to the financial objectives of the branch through effective revenue collection.
  • Identifies solutions to improve the member/client experience.
  • Participates in establishing sales and referral goals.
  • Undertakes additional responsibilities as assigned.

Performance Expectations

  • Members will perceive Alterna Savings as surpassing their service expectations.
  • Individual sales and referral targets will be met.
  • Members will receive suitable products tailored to their needs.
  • A professional work environment will be upheld.
  • Accurate cash handling and risk management practices will be maintained.

Required Qualifications

  • Preferred post-secondary education.
  • Prior sales experience is advantageous.
  • Experience as a Teller is beneficial.
  • Willingness to work flexible hours.

Essential Competencies

  • Member/Client Focus
  • Commitment to Continuous Learning
  • Team Collaboration
  • Goal-Oriented Mindset
  • Adaptability
  • Problem Solving and Decision Making
  • Influence and Impact
  • Proactive Initiative
  • Adherence to Policies and Procedures