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Added 21 mins ago
Financial Planner (Penticton Main, Oliver & Keremeos Branches)
Valley First
Penticton, BC
$85,000 USD / year
Full-time
…retail mortgages, personal and RRSP loans, opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products. Utilizes the Day in the Life…
Added 21 mins ago
Financial Analyst
Mint Green Group
Pointe-Claire, QC
Full-time
The ideal candidate has a strong foundation in accounting and finance, excellent analytical skills, is meticulous, and has the ability to work effectively in a fast-paced environment. This…
Added 22 mins ago
Finance Operations Analyst I
TD
Dieppe, NB
Full-time
Understand business partner / department objectives and contribute to the achievement of performance / financial objectives by recommending appropriate action to management based on…
Added 22 mins ago
Lead Technical Product Owner, Salesforce
Manulife
Toronto, ON · Waterloo, ON
Full-time
Partner with business stakeholders, architects, and engineering teams to translate business objectives into scalable technical solutions.
Added 52 mins ago
Senior Accounting Consultant
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Toronto, ON
Full-time
…has hit the ceiling at a company too small for a CFO, or a finance professional who wants to escape the up-or-out grind and do work with more variety and impact. You have owned full-cycle…
Added 52 mins ago
Manager of Accounting
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Partner with other departments (operations, HR, other finance function) to align financial practices with business goals
Added 1 hour ago
Business Development Manager - Transportation
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Added 1 hour ago
Chief Executive Officer
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Added 1 hour ago
Workday (Finance and Adaptive Planning)
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Contract
Our client went live on Workday HCM, Payroll and Finance in 2026 and is now heading into Phase 2: implementing Workday Adaptive Planning (Nov 2026–May 2027) alongside a Big 4 implementation…
Added 1 hour ago
Director of Production, Content, Monetization & Progression (Apex Legends)
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Added 1 hour ago
Finance & Risk Solutions Business Analyst
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Elicit and document business requirements from Finance, Risk, Liquidity and IT partners and turn them into clear functional specifications and source‑to‑target mappings by leveraging…
Added 1 hour ago
Manager, BI & Reporting
Apotex
Toronto, ON · North York, ON
$95,594.4 to $133,832.16 CAD / year
…largest Canadian-based pharmaceutical company and a health partner of choice for the Americas for pharmaceutical licensing and product…
Added 1 hour ago
Payroll Manager
Aston Carter
Toronto, ON
$95 to $105 CAD / hour
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Partner with HR, Finance, and operational leaders to align payroll processes with organizational needs and initiatives.
Added 1 hour ago
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…ensuring that user experiences, APIs, integrations, data flows, business rules, controls, and operational processes work reliably before and after…
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Product Manager
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The Product Manager is accountable for the direction, delivery, adoption, and measurable business value of AI enabled mortgage workflows within a First National product squad that is…
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Director, Paid Media
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$200,000 to $240,000 CAD / year
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Added 2 hours ago
Personal Banking Advisor - Edmonton Ellerslie Landing
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Added 2 hours ago
Senior Product Manager, Digital Banking
ATB
Toronto, ON · Kelowna, BC · Edmonton, AB · Calgary, AB
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Please note:This position has a hybrid work arrangement. On average, this means 1-2 day(s) on-site per week. Please note that this is subject to change due to business priorities.
Added 2 hours ago
Cost Analyst II
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Full-time
Worley is a global company of energy, chemicals and resources experts headquartered in Australia. We partner with our customers to deliver projects and create value across the life of their…
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Client Relationship Manager, Commercial Agriculture Banking - Lethbridge
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…initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted in compliance with governing regulations, internal policies…
Added 2 hours ago
Executive Director, Global Payment Services
MUFG Investor Services
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MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 2 hours ago
Sr. Financial Analyst
The University of British Columbia
Vancouver, BC
$7,727.33 to $11,112 CAD / month
Full-time
The Senior Financial Analyst works closely with Finance Managers and Financial Analysts within the Faculty of Medicine portfolio of units. This role provides support to the Director and/or…

Co-operators

Bilingual Service Representative

Burlington, ON, Canada

Pay: Expected salary range $50,143
Job type: Full-time
Experience: Completed secondary education with 2-5 years of customer service experience, preferable in a contact centre environment.
Posting language: English
Posted: Jul 17, 2026

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Applications open in a new tab.

Original job description

Company: CUMIS Union Department: Client Serv Centre-Cred Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: Bilingualism in English and French is required. Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipant the needs of our clients, helping our organization to grow. We foster open communication and think innovatively to find mutually beneficial solutions for our clients.

The Service Representative provides efficient and highly responsive service to our external customers including credit union employees and insured members as well as internal business partners who call, email, or fax the Service Centre. The role deals with a wide variety of functions and questions related to CUMIS Individual Life / Payment Protection products and services, and strives to exceed productivity and quality goals while handling customer inquiries.

How you will create impact:

In a contact centre environment, handle a variety of inquiries in the form of calls, emails and mail from clients, financial institution employees, and distribution staff regarding contract information, policy provisions, administrative and procedural matters for all CUMIS Creditor and Individual Life, policies totaling more than 25 products and some with several variations.
Support the sale of CUMIS/Co-operators payment protection products made by partner financial institutions throughout the lifecycle of the product, including account access, sales portal assistance, product information, claims intake and status updates, and post-issuance administration
Recognize complaints, problems, and/or unusual situations as opportunities to initiate corrective action and conservation efforts, including actively participating in customer retention through customer education, by partaking in applicable conservation efforts and/or generating up-sell/cross-sell referrals of alternate products and services.
Process policy changes such as address changes, bank account changes and certificate cancellations, in response to call, email, mail requests.
Maintain knowledge and experience to contribute to the ongoing progression and evolution of the department as determined by changing business needs and customer expectations through continuing education such as LOMA, etc.

How you will succeed:

You adapt to change and are committed to continuous improvement, in order to exceed client expectations.
You leverage critical thinking skills to identify problems and proactively propose solutions.
Your strong communication skills allow you to clearly convey messages.
You are an effective team player who shares knowledge to support your peers.

To join our team:

Completed secondary education with 2-5 years of customer service experience, preferable in a contact centre environment.
LOMA 280, LOMA 290 & ACS 100 is an asset
Fluently bilingual in both English and French (with strong oral and written communication skills in both languages)

What you need to know:

Rotational shifts outside of standard business hours, Monday through Friday.
You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What's in it for you?

Training and development opportunities to grow your career.
Paid time off to support your personal and family needs.
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
Paid volunteer days to give back to your community.
A comprehensive total rewards package, including competitive salary, bonus, pension, and benefits.

Expected salary range $50,143

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

Apply About employer

More about this job

Responsibilities

The Service Representative handles customer inquiries via phone, email, and mail regarding life and payment protection products. They also support sales partners, process policy changes, and identify opportunities for customer retention and up-selling.

Requirements

Candidates must have completed secondary education and possess 2-5 years of customer service experience, preferably in a contact centre. Fluency in both English and French is mandatory for this role.

Skills

Customer service
Bilingualism
Communication
Critical thinking
Problem solving
Teamwork
Administrative support
Conflict resolution
Sales support
Data entry
Relationship management

Benefits

Training and development opportunities
Paid time off
Physical and mental health programs
Paid volunteer days
Competitive salary
Bonus
Pension
Benefits package

Visa sponsorship

Not detected in the job text

Keywords

Customer Service
Contact Centre
Financial Services
Life Insurance
Payment Protection
Bilingual
LOMA
ACS 100
Policy Administration
Client Experience
Retention
Cross-selling
Up-selling
Administrative Support
Credit Union
Hybrid Work

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