Customer Relationship Representative

2 weeks ago


Kelowna, British Columbia, Canada Envision Financial Full time

About the Role:

We are seeking a Customer Relationship Representative to join our Envision Financial team in Kelowna, BC.

The successful candidate will provide exceptional customer service, building strong relationships with current and potential customers. They will be responsible for identifying customer needs and providing tailored solutions, while maintaining confidentiality and accuracy.

Key Responsibilities:

  • Triage customer inquiries through various channels, providing timely and effective resolutions.
  • Process a range of customer transactions, including account openings, debit/credit cards, and deposits.
  • Support branch goals by promoting Envision Financial products and services, participating in campaigns, and seeking cross-sell/referral opportunities.
  • Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct.
  • Collaborate with team members to build a positive and diverse work environment.

Requirements:

  • High School Diploma required
  • Completion of FW Sales Essentials Course within 6 months of hire required
  • Must complete the internal First West certification program specific to this role within the required timeframe
  • College, Trade or Tech School Diploma (2 years) preferred
  • 2 years of retail/customer service experience or equivalent required
  • Sales and cash handling experience preferred
  • Demonstrated ability to identify needs and recommend products and services to customers
  • Strong interpersonal skills and ability to build relationships with customers
  • Demonstrated ability to be positive, flexible to change, and work in a busy environment
  • Proficient in computer software programs, Microsoft Office

Estimated Salary Range: $55,000 - $65,000 per year, based on experience and qualifications.



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