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Customer Service Agent, Financing

  • Montreal, QC, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Base Rate: 24.5

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As a Customer Service Agent for our call centres, you’ll support our clients with their financing needs including personal loans, lines of credit and mortgages. You’ll have a positive impact on clients with your listening and advisory skills.

Your job

  • Take calls from clients
  • Answer questions related to financing products (personal loans, student loans, lines of credit, mortgage loans)
  • Listen to clients’ needs and offer personalized solutions
  • Help clients use our banking applications
  • Refer clients with specialized needs to the correct sector

Our Client Contact centre is open Monday to Friday from 8:00 a.m. to 9:00 p.m. and Saturday and Sunday from 9:00 a.m. to 5:00 p.m. Your work schedule is variable, and you’ll be informed of your schedule three weeks in advance.

Your team

Our team values passionate people and bold ideas. We work together to help our clients and your colleagues achieve their goals. We know we can count on our colleagues to share knowledge and help one another.

Learning and development

You’ll start with a training program lasting 6 to 8 weeks. Your on-the-job training will focus on learning how to help clients over the phone, and you'll be supported by a trainer.

We encourage our employees’ development and offer numerous career opportunities, including a career development plan with our internal career counsellors, ongoing coaching and the possibility of paid external training.

Prerequisites

  • High school diploma
  • Customer service experience
  • Aptitude for building strong relationships and proactively establishing ties with clients

#sacF #CCSM



Languages: French, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Required skills: Accountability, Client-focused, Communication, Detail-oriented, Driving Results, Empathy, Initiative, Learning Agility, Multitasking, Resiliency, Stress Management, Teamwork

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
More about this job

Responsibilities

Handle client calls and answer questions about personal loans, student loans, lines of credit, and mortgages. Understand clients’ needs, recommend personalized financing solutions, help them use banking applications, and refer specialized requests to the appropriate team.

Requirements

A high school diploma and customer service experience are required. Candidates should be able to build strong client relationships and proactively establish connections; French and English language skills are specified.

Skills

  • Accountability
  • Client Focus
  • Communication
  • Attention To Detail
  • Results Orientation
  • Empathy
  • Initiative
  • Learning Agility
  • Multitasking
  • Resilience
  • Stress Management
  • Teamwork
  • Customer Service
  • Relationship Building
  • Active Listening
  • Advisory Skills

Benefits

  • Health And Wellness Program
  • Flexible Group Insurance
  • Pension Plan
  • Employee Share Ownership Plan
  • Employee And Family Assistance Program
  • Preferential Banking Services
  • Community Initiatives
  • Telemedicine Service
  • Virtual Sleep Clinic

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Categories

  • Customer Service & Support
  • Finance & Accounting

Keywords

  • Customer Service
  • Client Contact Centre
  • Financing
  • Personal Loans
  • Student Loans
  • Lines Of Credit
  • Mortgage Loans
  • Banking Applications
  • Client Advisory
  • Personalized Solutions
  • Client Referrals
  • Relationship Building
  • Active Listening
  • French
  • English
  • Training Program
  • On-The-Job Training
  • Career Development
  • Coaching

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