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About the role
Key responsibilities & impact- Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions
- Build customer confidence on emerging digital banking trends
- Support the frontline staff with scheduled cash and non-cash transactions
- Recommend improvements to work practices, branch operations and processes to enhance customer experience
- Participate in the timely and accurate completion of business processes and procedures
- Ensure prepared documentation is accurate
Requirements
What you’ll need- High School diploma and/or 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
- Post-Secondary or Undergraduate degree (in related field) preferred
- Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
- Knowledge of banking solutions and processes to advise customers
- A self-starter who works independently in a dynamic work environment
- Strong administration, organizational, planning and time management skills
- A dynamic, diligent, and effective influencer
- A strong communicator with established customer experience skills
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
banking solutionscustomer problem resolutionbusiness processesdocumentation accuracy
Soft Skills
customer experienceself-starterindependent workadministration skillsorganizational skillsplanning skillstime management skillsinfluencing skillscommunication skills
Certifications
Investment Funds Canada (IFC)
