Bilingual Client Services Specialist (1-Year Contract)

Peoples-Trust-Company; Vancouver; Hybrid; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive compensation package

Well-being program

Job summary

Peoples Group in Vancouver is hiring a bilingual Client Services Specialist for a 1-year fixed term contract. You will deliver exceptional customer service in a call-center environment, stay organized, switch gears midstream, and pay close attention to detail.

The day-to-day includes responding to calls and emails, opening accounts, handling transactions, identifying financial needs, and referring customers to the right expert or online channels.

Qualifications

• Minimum two years’ experience in a customer service role.
• Minimum one year experience in financial services, branch experience preferred.
• Working knowledge of AML/KYC requirements.
• Proficient with Word, Excel and Outlook.
• Knowledge of banking products and DNA banking system.
• Bi-Lingual in French and English.

Responsibilities

• Respond to incoming customer calls and email inquiries in a timely and professional manner, within agreed service levels.
• Strive to resolve customer issues and queries at first contact and maintain strong client relationships.
• Maintain a positive, empathetic, and professional attitude towards customers at all times.
• Support customer requests for opening accounts, including handling transactions and documentation.
• Identify customer financial needs and refer to the appropriate expert or online channels.

Skills

Bilingual FR/EN

Customer service

Communication

Time management

Problem solving

Microsoft Word/Excel/Outlook

AML/KYC knowledge

Tools

DNA banking system

Job description

Job Category: Deposit Operations

Requisition Number: BILIN002638

• Posted : August 24, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Description

We are hiring for this position out of our Vancouver office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.

This is a 1-year fixed term contract position.

This is a hybrid role, with an in-office requirement of about 2-3 days per week.

Role Overview

You are a highly motivated and skilled Bilingual Client Services Specialist with experience in providing exceptional customer service in a call-center environment. You are organized, able to switch gears midstream and pay great attention to detail.

About the day-to-day:

• Respond to incoming customer calls and email inquiries in a timely and professional manner, within agreed service levels.
• Strive to resolve customer issues and queries at first contact and demonstrate ability to build and maintain strong client relationships.
• Maintain a positive, empathetic, and professional attitude towards customers at all times.
• Support customer requests for opening accounts, including handling transactions and documentation.
• Interact with customers to identify their financial needs and refer them to the appropriate expert or guide them to alternative channels such as online banking.
• Ensure key performance indicators are met to maintain call center service levels, emails, and call quality to contribute to team business efficiency targets.
• Stay up to date with all product and services offered by the Peoples Group family of financial services.
• Adhere to all compliance regulations and procedures.

About the Qualifications:

• Flexible to work Eastern or Pacific time business hours depending on business needs.
• Demonstrated ability to build and maintain strong customer relationships, while consistently providing a high standard of service.
• Excellent communication skills both verbal and written. Must be Bi-Lingual in French and English.
• Excellent interpersonal, organizational and time management skills
• Excellent problem-solving skills with a great attention to details
• Adaptable and able to work well under pressure and deadlines.
• A self-starter who can work with minimal supervision.
• Minimum two years’ experience in a customer service role.
• Minimum one year experience in financial services, branch experience preferred.
• Working knowledge of AML/KYC requirements.
• Strong computer skills, with proficiency in Word, Excel and Outlook.
• Knowledge of banking products including high interest savings accounts and term deposits.
• Knowledge of banking systems, such as DNA.

About us:

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, and Toronto, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four corebehaviors: Grit to Grow , Connect to Collaborate , Putting Clients First , and Owning the Outcome . We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians.Above all, wevalue people, build meaningful relationships, focus on individual strengths, and approach our work with passion.

About the work environment:

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically,you'llbe working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.

We offer:

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
• A competitive compensation package.
• Astrengths-based approach,ensuringwe work together more effectively.
• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

Hiring process:

If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually orin-person. The hiring team will communicate any in-person requirements throughout the process.

Compensation:

The expected salary for this role isapproximately $55,000.00 - $65,000.00 annually. Actual compensation may vary based on experience, skills, and qualifications.

NOTE: This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer.

We value and celebrate individuality while fostering an inclusive workplace for everyone. Ifthere'sany way we can support or accommodate you during the selection process, pleasan'thesitate to let us know.