Customer Service Rep

National Bank of Canada; Winnipeg; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Customer Service Representative within Equipment Financing to be the primary contact for internal and external clients, ensuring high-quality service while supporting lease administration activities.

You will respond to inquiries, manage calls and emails, generate quotes, process terminations, and maintain lessee records. French is considered an asset; 1 year of related experience is preferred.

Qualifications

• High school diploma required.
• Minimum 1 year of experience in customer service or office administration.
• French is considered an asset; bilingualism is an asset.

Responsibilities

• Deliver exceptional customer service by responding to inquiries and resolving concerns efficiently and professionally.
• Manage incoming calls, virtual interactions, and email communications with urgency and accuracy.
• Perform lease administration tasks including generating quotes, processing terminations, verifying lease details, and processing documentation requests.
• Generate, review, and distribute lease documents in compliance with policies and procedures.
• Maintain and update customer accounts, including changes to contact details, banking information, and lessee profiles.
• Ensure confidentiality and discretion when handling customer and vendor information.
• Identify trends in customer inquiries and cancellations to support continuous improvement initiatives.
• Recommend process enhancements to improve internal workflows, products, and client experience.
• Collaborate with team members to deliver consistent and high-quality service.

Skills

Customer-focused

Adaptability

Administrative proficiency

Communication

Organization & time management

Continuous improvement mindset

Technical skills

Team collaboration

Education

High school diploma

Tools

Microsoft Office Suite

Job description

A career as a Customer Service Representative within Equipment Financing is an opportunity to be part of a customer-focused and dynamic team. In this role, you will act as the primary point of contact for both internal and external clients, ensuring a high-quality service experience while supporting lease administration activities. You will contribute to driving process improvements and help enhance overall operational efficiency.

Your role:

• Deliver exceptional customer service by responding to inquiries and resolving concerns efficiently and professionally
• Manage incoming calls, virtual interactions, and email communications with urgency and accuracy
• Perform lease administration tasks including generating a variety of quotes and processing terminations, verifying lease details, and processing documentation requests
• Generate, review, and distribute lease documents in compliance with established policies and procedures
• Maintain and update customer accounts, including changes to contact details, banking information, and lessee profiles
• Ensure confidentiality and discretion when handling customer and vendor information
• Identify trends in customer inquiries and cancellations to support continuous improvement initiatives
• Recommend process enhancements to improve internal workflows, products, and client experience
• Collaborate with team members to deliver consistent and high-quality service

Your team:

This position is part of the Equipment Financing Customer Service team and reports to the Team Manager, Customer Service. You will work in a fast-paced, high-volume environment and collaborate closely with colleagues to support customers and maintain operational excellence. You will contribute to a forward-looking team focused on delivering seamless service and continuous improvement.

Prerequisites:

• High school diploma
• French is considered an asset.
• Minimum 1 year of experience in customer service or office administration
• Financial services experience or knowledge is considered an asset

Required skills:

• Customer-focused mindset: Ability to deliver outstanding client experiences and build strong relationships
• Adaptability: Comfortable working in a high-volume, fast-paced environment with changing priorities
• Administrative proficiency: Strong attention to detail with accurate execution and follow-up
• Communication: Confident and professional verbal and written communication with tact and diplomacy
• Organization and time management: Ability to manage multiple priorities simultaneously
• Continuous improvement mindset: Proactively identifies opportunities to optimize processes
• Technical skills: Proficiency in Microsoft Office Suite and ability to learn new systems quickly
• Team collaboration: Works effectively with others to achieve team and organizational goals

Career development:

This role offers opportunities to expand your knowledge within Equipment Financing and customer service operations. You will gain exposure to process optimization, lease administration, and client relationship management, supporting potential career growth within the broader organization.

Languages:

French, English

Additional Required Skills:

Brand Ambassadorship, Client-focused, Detail-oriented, Digital literacy, Driving Results, Empathy, Learning Agility, Oral Communication, Proposal Generation, Teamwork

Your benefits

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!

What can you bring to our team?