Customer Service Agent, Financing

Area(s) of interest: Advisory services, Call centres

Location(s): Montreal

As a Customer Service Agent for our call centres, you’ll support our clients with their financing needs including personal loans, lines of credit and mortgages. You’ll have a positive impact on clients with your listening and advisory skills.

• Take calls from clients
• Answer questions related to financing products (personal loans, student loans, lines of credit, mortgage loans)
• Listen to clients’ needs and offer personalized solutions
• Help clients use our banking applications
• Refer clients with specialized needs to the correct sector

Our Client Contact centre is open Monday to Friday from 8:00 a.m. to 9:00 p.m. and Saturday and Sunday from 9:00 a.m. to 5:00 p.m. Your work schedule is variable, and you’ll be informed of your schedule three weeks in advance.

Our team values passionate people and bold ideas. We work together to help our clients and your colleagues achieve their goals. We know we can count on our colleagues to share knowledge and help one another.

You’ll start with a training program lasting 6 to 8 weeks. Your on-the-job training will focus on learning how to help clients over the phone, and you'll be supported by a trainer.

We encourage our employees’ development and offer numerous career opportunities, including a career plan with our internal career counsellors, ongoing coaching and the possibility of paid external training. In addition, we offer a reimbursed training program to support your professional and personal development.

• High school diploma
• Aptitude for building strong relationships and proactively establishing ties with clients

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

• Communication
• Driving Results
• Multitasking
• Stress Management
• Teamwork
• Accountability
• Client-focused
• Detail-oriented
• Empathy
• Initiative
• Learning Agility
• Resiliency

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.

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

We look forward to hearing from you.