Is this role right for you?
In this role, you will:
Initiate opportunities for cross-selling and referrals, and in the support of outbound campaigns.
Be accountable for delivering a superior client experience – one predicated on building trusted relationships and collaborating with peers across the organization.
Lead the identification and troubleshooting of web issues that require advanced technical support.
Contribute to the overall success of the Client Services team by leading by example relative to the achievement of departmental goals, policy and procedure compliance and meeting or exceeded service level agreements.
Be accountable for developing and maintaining detailed knowledge relative to MD products and services.
Maintain and monitor outstanding inquiries and issues, ensuring that established service level standards are met, and appropriate solutions are identified to address administrative errors/problems.
Actively identify and develop opportunities for client retention and lead generation.
Have capability to work independently and as part of a broader team.
Possess a high level of comfort in working in a high-paced environment with multiple and often competing priorities.
Have a dedication to ongoing learning – not only related to financial product and industry knowledge, but also other concerns that may impact our clients.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursue effective and efficient operations of their respective areas in accordance with
Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
University degree in business, commerce or equivalent.
Front-line experience within a contact center environment preferably in the financial services industry.
Completion of the Canadian Securities Course (CSC) is considered an asset.
Bilingual (English/French) is required.
Client Service Representative • Ottawa, ON, CA
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