Customer Relations Specialist - Financial Services (Inbound)

Scotiabank; Montreal; On-site; CAD 45,000 - 60,000; Part time

Job summary

A leading financial institution in Montreal is seeking a Specialist for the Customer Relations Centre. In this role, you will provide exceptional customer service, primarily through phone interactions, assisting clients with inquiries regarding products and services. Candidates should possess a university degree in finance and strong communication skills in both English and French. This position is ideal for someone who is organized, analytical, and customer-focused.

Qualifications

• University degree in Finance or related studies is a strong asset.
• Knowledge of MS Office and industry databases (i.e. iFast).
• CSC/IFIC certification is a definite asset.

Responsibilities

• Interact with customers via phone to provide effective customer service.
• Collaborate with team and act as a liaison between clients.
• Analyze accounts and respond to customer needs.
• Strive to exceed performance standards in an inbound call-center.
• Maintain familiarity with policies and procedures.

Skills

Excellent customer service and communication skills in English and French

Ability to work independently and cooperatively as a team

Strong organizational and analytical skills

Good problem-solving skills

Education

University degree in Finance or related studies

CSC/IFIC certification

Tools

MS Office

Industry databases (i.e. iFast)

Job description

A leading financial institution in Montreal is seeking a Specialist for the Customer Relations Centre. In this role, you will provide exceptional customer service, primarily through phone interactions, assisting clients with inquiries regarding products and services. Candidates should possess a university degree in finance and strong communication skills in both English and French. This position is ideal for someone who is organized, analytical, and customer-focused.