Personal Banking Specialist

Alberta Motor Association; Calgary; Remote; CAD 50,000 - 65,000; Full time

Job summary

A leading financial institution seeks a Customer Experience Representative to enhance customer interactions and support service solutions. You will engage customers through calls, recommend products, and ensure satisfaction, thriving in a flexible, team-oriented environment. Ideal candidates are detail-oriented multi-taskers with a passion for customer service and experience in the banking sector.

Benefits

Competitive salary and flexible benefits

Employer-paid retirement savings program

Employee-exclusive discounts on travel insurance and memberships

Free travel medical insurance for you and your family

Flexible work models

Qualifications

• Post-secondary education in a related field is required.
• Experience in managing mortgage renewals or customer retention is an asset.

Responsibilities

• Act as point of contact for new and existing customers.
• Engage customers on inbound and outbound calls to determine service solutions.
• Discuss features and options for mortgage products.

Skills

Customer Service

Anti Money Laundering

Arabic Speaking

Machinery Maintenance

AX

Education

Post-secondary education in business or commerce

Job description

CUSTOMERS ARE invited guests TO A PARTY.

AND YOURE THE host .

The Opportunity

You believe its your job to make every important aspect of the customer experience a little bit better. Youre just one of those warm friendly people who knows how to make someone feel at home the moment they begin talking with you. You have a passion for sales and service excellence and simplifying the complex world of banking and get a personal thrill out of brightening someones day on the other end of the telephone with your friendly voice. You have a knack for providing building and maintaining strong customer relationships because you know that every contact we have influences whether or not the customer comes back.

The Team Youve Been Looking For

Bridgewater Bank is more than a financial institution; were a team of passionate people who care deeply about helping others succeed. Unlike traditional banks we have no branches. This means less time managing logistics and more time focused on providing straightforward honest service and smart financial solutions that support our clients in reaching lifes biggest milestones.

As a wholly owned subsidiary of AMA we share a proud legacy of service and a commitment to doing the right thing for our customers our communities and each other. At Bridgewater Bank youll be part of a nimble forward-thinking organization where your ideas matter your contributions are valued and your growth is encouraged. Were driven to make a positive impact and our close-knit culture values flexibility innovation and genuine connection. As part of the Bridgewater team youll enjoy :

• Competitive salary and flexible benefits
• Employer-paid retirement savings program
• Employee-exclusive discounts on travel insurance memberships and more
• Free travel medical insurance for you and your immediate family
• Flexible work models that make sense for your lifestyle

Who You Are

• Youre all about sweating the details : youre hyper organized a stickler for detail and have meticulous follow-up skills and we like that about you.
• Youre all about exceeding expectations when it comes to providing a superior customer experience. Not only do you excel at meeting peoples needs youre able to anticipate them.
• Youre a master multi-tasker who can juggle a variety of projects / tasks with ease; you have no problem getting things done and on time too!
• You love being a part of a team and knowing that your contribution is making a difference.
• Youre comfortable working with people from all levels of the organization.
• You love talking on the phone to a variety of people are comfortable recommending solutions and can answer any and all inquiries as if its the first time youve been asked.

How Youll Make an Impact

• Report to the Manager Customer Experience and Direct Sales.
• Act as point of contact for new and existing customers.
• Engage customers on both inbound and outbound calls to determine a service solution or product recommendation to match their needs.
• Answer questions and guide customers accordingly.
• Discuss features and options for mortgages and deposits products with customers.
• Work closely with Customer Experience Underwriting Recoveries Mortgage Servicing Accounting and other teams.
• Provide the Manager Customer Experience and Direct Sales with early identification of risk trends and opportunities.
• Engage and participate in all team meetings activies and coaching.

What You Bring to the Table

• You have a post-secondary education in a related field (e.g. business / commerce) or equivalent combination of education and experience.
• Previous experience and expertise in managing mortgage renewals or customer retention portfolios is an asset.

Belonging Matters Here

Bridgewater Bank is committed to providing an inclusive respectful and accessible environment. If you require an accommodation at any time during our recruitment process please contact . Well work with you feel supported throughout your journey with us.

WORK MODEL : Remote

We thank all applicants for their interest; however only those selected for an interview will be contacted.

Required Experience :

Unclear Seniority

Key Skills

Anti Money Laundering,Arabic Speaking,Machinery Maintenance,Customer Service,AX

Employment Type : Full-Time

Experience : years

Vacancy : 1

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