обновлено 2 дня назад
Client Engagement Representative (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Engagement Representative (Banking): Supporting clients with day-to-day banking needs in a fast-paced banking centre with an accent on client engagement, financial services products, and mobile banking technology. Focus on identifying client needs, solving account and product issues, and connecting clients with the right banking specialists.
Location: On-site full-time in Vancouver, BC, at Vancouver-Victoria Dr & 41St
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Serve as the first point of contact for clients entering the banking centre.
- Engage clients to understand their immediate banking needs and identify opportunities.
- Help clients manage their accounts and banking products.
- Introduce clients to mobile banking applications and support their use of digital tools.
- Connect clients with the appropriate team members to help them reach their goals.
- Take accountability for client issues and collaborate on effective solutions.
Requirements
- Legally eligible to work at the specified location in Canada; a valid work or study permit may be required.
- Knowledge of financial services products and day-to-day banking needs.
- Client service, customer engagement, and problem-solving skills.
- Ability to adapt to evolving technologies and assist clients with digital banking tools.
- Willingness to learn and collaborate in an inclusive team environment.
Culture & Benefits
- Full-time regular employment with a 37.5-hour work week.
- Competitive salary, incentive pay, banking benefits, and a benefits program, subject to plan terms.
- Defined benefit pension plan and employee share purchase plan, subject to plan terms.
- Vacation offering, wellbeing support, and a points-based employee recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible workplace with accommodation support during the hiring process.
Hiring process
- An attribute-based assessment and additional skills tests may be required.
- French proficiency testing may be requested where applicable.
- Artificial intelligence tools may be used during recruitment.
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