Simplii Financial Personal Banking Representative Jobs

4. **Problem Resolution:** Effectively identify and resolve customer concerns or discrepancies, ensuring a positive customer experience.

, we are committed to delivering top-notch customer service and financial solutions to meet our clients' needs.

6. **Documentation:** Maintain accurate records of customer interactions, transactions, and inquiries using our internal systems.

7. **Compliance:** Ensure all banking activities adhere to industry regulations and company policies.

3. **Problem-Solving:** Ability to effectively resolve customer issues and provide solutions.

4. **Attention to Detail:** Strong attention to detail and accuracy in managing customer accounts and transactions.

Must Have Experience/Knowledge Of :

Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests

Client experience, servicing clients, fulfil immediate need and identify additional opportunities available to the client

Past experience in a customer service role where you provided a variety of needs based solutions

Experience working in a team and metrics-based performance environment

Previous experience working in a Contact/Call Centre or in a fast paced financial and/or service industry

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

Duration of term: Fall 2023 (September - December). 4 or 8 month opportunities available

You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.

What You Need To Know

Cash management experience is an asset

Regular interaction with internal business units and Banks to resolve payment/receipt queries and general Cash Management issues

Post-secondary program or equivalent experience

Minimum of 1 years’ full-time experience in the financial services industry particularly in a Banking role

Strong knowledge of Banking transactions

Good verbal and written communication skills, and ability to communicate well with internal departments, vendors and clients

Duration of Work Term: 4 months (September 2023 – December 2023).

Please note, applications are reviewed on a rolling basis.

You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.

Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What You Need To Know