Financial Service Representative

The North West Company; Winnipeg; On-site; CAD 38,000 - 48,000; Full time

Job summary

The North West Company in Winnipeg, MB is seeking a Financial Service Representative to assist customers with WE Financials products and services at our Winnipeg Customer Contact Centre. You will provide accurate information, research requests, and process credit and prepaid card related transactions while maintaining confidentiality.

Joining TNWC offers growth, a competitive salary and benefits, and a diverse, collaborative culture within a leading retailer serving rural and urban communities.

Qualifications

• Minimum 1 year of customer care/call center experience.
• Ability to speak French is preferred and is an advantage.
• Post-secondary education or work experience in Finance or Accounting is preferred.
• Must have computer literacy, strong keyboarding and Internet navigation skills in a Windows based environment with an emphasis on Excel and Word.
• Ability to work in a fast-paced environment and handle multiple tasks.
• Detail conscious while maintaining a high degree of accuracy for a high volume of work that is time sensitive.
• Must work well independently and in a team environment.
• Demonstrated ability to maintain a high degree of confidentiality.
• Strong verbal and written communication skills with a demonstrated ability to interact with and provide superior customer service to both internal and external customer.

Responsibilities

• Provide efficient and effective service to customers on all Financial Services products and service on a variety of inquiries and customer needs.
• Maintain sincere interest in customer satisfaction while delivering superior customer service. Provide customers with product and service information, research requested information using available resources and follow up customer calls when necessary.
• Support credit programs by reviewing accounts, processing customer applications, preparing account reconciliations, and granting credit. Process transactions while ensuring the highest standard of customer confidentiality and adhering to strict credit card processing requirements.
• Support prepaid card programs by providing customer validations, resolving inquiries, and reviewing online reporting tools. Adhere to the Government regulations relating to PIPEDA and PCI DSS, AML, and KYC.
• During tax season, answer store and customer inquiries on the status of tax returns. Be prepared to multi-task and regularly switch between various communication streams.
• Perform other support activities.

Skills

Customer service

French language

Attention to detail

Education

Finance/Accounting education

Tools

Excel

Word

Job description

Sunday - 12:00 pm - 6:00 pm
Shifts: Must be flexible to work various morning and evening shifts including weekdays, weekends, and holidays.

Status: Full time Permanent

Financial Operating Hours:

• Monday to Friday - 8:00 am - 9:30 pm
• Saturday - 9:00 am - 7:00 pm
• Sunday - 12:00 pm - 6:00 pm
  Shifts: Must be flexible to work various morning and evening shifts including weekdays, weekends, and holidays.

As a Financial Service Representative, at The North West Company (TNWC) in our Winnipeg Customer Contact Centre, you’re a trusted front-line expert empowered to provide information and solutions to existing and potential customers regarding WE Financials’ full range of products and services.

Joining TNWC gives you the opportunity for growth and development throughout the company, a competitive salary with a benefits package and to be part of a dynamic and diverse culture.

TNWC is a leading retailer to under-served rural communities and urban neighborhood markets in the following regions: Northern Canada, Western Canada, rural Alaska, the South Pacific islands and the Caribbean. Our stores offer a broad range of products and services with an emphasis on food. Our value offer is to be the best local shopping choice for everyday household and local lifestyle needs. Check out northwest.ca for more information.

Your Role:

• Provide efficient and effective service to customers on all Financial Services products and service on a variety of inquiries and customer needs.
• Maintain sincere interest in customer satisfaction while delivering superior customer service. Provide customers with product and service information, research requested information using available resources and follow up customer calls when necessary.
• Support credit programs by reviewing accounts, processing customer applications, preparing account reconciliations, and granting credit. Process transactions while ensuring the highest standard of customer confidentiality and adhering to strict credit card processing requirements.
• Support prepaid card programs by providing customer validations, resolving inquiries, and reviewing online reporting tools. Adhere to the Government regulations relating to Personal Information Protection and Electronic Documents Act (PIPEDA) and Payment Card Industry Data Security Standards (PCI DSS), Anti Money Laundering (AML), and Know Your Customer (KYC).
• During tax season, answer store and customer inquiries on the status of tax returns. Be prepared to multi-task and regularly switch between various communication streams.
• Perform other support activities.

Desired Skills & Experience:

• Minimum 1 year of customer care/call center experience.
• Ability to speak French is preferred and is an advantage.
• Post-secondary education or work experience in Finance or Accounting is preferred.
• Must have computer literacy, strong keyboarding and Internet navigation skills in a Windows based environment with an emphasis on Excel and Word.
• Ability to work in a fast-paced environment and handle multiple tasks.
• Detail conscious while maintaining a high degree of accuracy for a high volume of work that is time sensitive.
• Must work well independently and in a team environment.
• Demonstrated ability to maintain a high degree of confidentiality.
• Strong verbal and written communication skills with a demonstrated ability to interact with and provide superior customer service to both internal and external customer.

Location:

Gibraltar House, 77 Main Street, Winnipeg, MB

Reports to:

Supervisor, Contact Centre

We create a collaborative and constructive culture by:

• Committing to our Customer
• Working with Passion
• Leading and Developing Others
• Demonstrating Respect and Inclusivity
• Building Trust

The North West Company is committed to inclusion and diversity and encourages applications from all candidates including but not limited to: all religions and ethnicities, LGBTQ2s+, BIPOC, and persons with disabilities.

A competitive salary is being offered along with opportunities to learn, develop and advance throughout the organization. We thank all applicants for their interest; however only those selected for an interview will be contacted.

This is an active job opening for a position that is currently available and we are actively seeking to fill

For Internal Employees Only:

Internal employees are required to apply within 5 days of the position being posted. Applications received after this period may still be considered. This opportunity adheres to the corporate job posting guidelines.