Client Service Representative (CSR) – GTA

Key responsibilities

• Answers incoming client calls and email inquiries and takes accountability to help fulfil clients wishes or directs client inquiries to other team members who may be best positioned to fulfil clients wishes.
• Offers advice and guidance on available digital and self-serve options for clients to make their banking easier and faster with WealthONE.
• Conducts client retention activities such as calling GIC/mortgage clients for upcoming renewals.
• Assists occasional walk-in clients with their banking transactions ie. depositing cheques, printing statements and opening accounts.
• Maintains client confidence and protects bank operations by keeping information confidential.
• Updates and uploads all client interactions in corresponding systems.
• Performs other related operational duties as assigned or required.

Who You Are

• You put our clients and partners first. You engage with purpose, sound judgement and professionalism to find the right solutions. You go the extra mile because it’s the right thing to do.
• You’re passionate about people. You like to build relationships and trust through respect, accountability, and authenticity.
• You are an industry professional.  As a client service professional, you have knowledge of the financial industry and are proficient with Microsoft Office suite of solutions.
• You have what it takes.  Attention to detail and discretion when dealing with confidential and sensitive matters along with being highly organized and able to prioritize and manage multiple tasks in a fast-paced team environment are in your DNA.

What WealthONE Offers

At WealthONE, our people are our greatest asset. You’ll become part of a diverse and growing team that acknowledges everyone’s unique talents to do what’s right for the client, and to do it well.  As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home.
• Connect: Work in a place that fosters creativity and collaboration.
• Develop: Apply your skills and grow your career in a young, fast-growing environment.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking and health benefits program.

What You Need to Know

• WealthONE is an equal opportunity employer committed to creating an inclusive environment where all team members and clients feel like they belong.

• You need to be legally eligible to work in Canada. While we are based in Toronto, due to COVID-19 this role can be conducted from any location at present. Our preference is for the incumbent to be Toronto based as some work in the Toronto office will be required.
• This is a regular full-time role that may require some flexibility to work flexible hours throughout the week and provide coverage as required to meet business needs.
• You will report directly to the Manager, Banking Operations.