Seeing beyond numbers™
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.
Under the supervision of the Director, Customer Experience, the incumbent is responsible for taking responsible for clients within a Business Centre. He acts as a key player in the centre's customer service. In support of the account managers team, it is responsible for preparing ancillary documentation for account managers, compliance of records, and to follow up on records. The holder may also be assigned to special projects related to compliance, customer service, or certain programs specific to commercial clients.
Responsibilities
Customer Service:
- Provide courteous and high-quality customer service by email, phone or in personnel serving its business center's cliente
- Handle customer inquiries, follow up on cases and communicate directly with client
- Inform clients about documentation or file progress and provide a first level of support for the Bank's products and services
- Follow up on the processing of documentation related to product opening commercial clients' transactional
- Collaborate with account managers in resolving issues of a administrative or operational
- Identify and propose products and services that can meet customer needs.
Compliance:
- Produce documentation related to the opening, modification, or closing of products transactional for business customers, and follow-up on processing requests, all by achieving quality standards
- Support and collaborate with operational excellence sectors for the resolving clients' administrative or operational problems
- Assist the business development team by performing any task of a nature administrative
- Take charge of files related to periodic compliance update projects
- Complete, update, and adequately archive all necessary reports for required controls
- Perform any other similar or general task requested by their superior or required in the performance of their duties
Qualifications
- College diploma (DEC) in business administration, accounting or a related field
- Minimum 3 years' customer service experience, including at least 1 year working with commercial clients
- Basic knowledge of the operations of a commercial financing centre
- Ability to manage and prioritize numerous competing requests
- Excellent customer service skills
- Enthusiasm
- Thoroughness
- Autonomy
- Drive
- Team spirit
Inclusion and Accessibility
At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.
We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.
PIPEDA
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.
We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.