|Date Posted||September 22, 2022|
Call Centre / CustomerService
Seeing beyond numbersÂº
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.
For the description please refer to the French version.
Position yourself as a point of contact, in collaboration with the Personal Services Advisor, for clients
Âº Respond by phone, in person or by e-mail to questions, requests for information and follow-ups from the branch's clientele
Âº Ensure that the needs of clients are met to their satisfaction
Support the advisors in the solicitation of the assigned clientele in order to ensure optimal management of the client portfolio
Âº In collaboration with the Personal Services Advisor, diligently follow the maturity schedule of the financial products of the assigned clientele
Participate in telephone solicitation and ensure customer service
Âº Inform clients on the Bank's policies and procedures as well as on the various campaigns and promotions in progress
Âº Support the Personal Banking Advisor in the preparation of optimal client meetings in a 100% advisory environment.
Provide administrative support
Âº Carry out administrative tasks and ensure the administrative link with the various departments
Âº Complete various documents according to priorities and ensure follow-up
Âº Coordinate client files, reception of necessary documentation and ensure follow-up
Âº Support the Personal Services advisors in the management of agendas and the preparation of appointments with the assigned clientele
Âº Collaborate with the Private Client Services Advisor in the organization of client appointments
Collaborate with the Private Client Services Advisor to ensure the quality and compliance of client files
Âº Work with the Retail Advisor to ensure accuracy of data and transactions and comply with applicable legislation, Bank policies, programs and procedures
Âº Comply with continuing education requirements and practices governed by the industry's self-regulatory organizations
Any other related duties to assist in the success of the branch
Âº Completed college diploma
Âº 1 to 3 years of relevant experience in the banking field
Âº Mutual fund representative's license acquired or obtained within 9 months of the date of appointment
Âº Bilingualism (depending on the specific needs of certain branches)
Âº Relational skills focused on customer service
Âº Good knowledge of the banking environment
Âº Strong work organization and priority management skills
Âº Strong communication skills (in person, by phone and in writing)
Âº Thoroughness and concern for work well done
Âº Business development skills
Equity, Diversity & Inclusion:
We are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground.
Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.