Assistant Advisor, Customer Services
City : St-Jean-Sur-Richelieu
Category : Full Time
Industry : Financial Services
Employer : Laurentian Bank
Seeing beyond numbers™
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
This role sits within Laurentian Bank.
The incumbent supports the Personal Banking Advisors in their advisory role and business development activities to offer customers the opportunity to improve their overall financial health.
Responsibilities
- Position yourself as a point of contact, in collaboration with the Personal Services Advisor, for clients
- Respond by phone, in person or by e-mail to questions, requests for information and follow-ups from the branch's clientele
- Ensure that the needs of clients are met to their satisfaction
- Support the advisors in the solicitation of the assigned clientele in order to ensure optimal management of the client portfolio
- In collaboration with the Personal Services Advisor, diligently follow the maturity schedule of the financial products of the assigned clientele
- Participate in telephone solicitation and ensure customer service
- Inform clients on the Bank's policies and procedures as well as on the various campaigns and promotions in progress
- Support the Personal Banking Advisor in the preparation of optimal client meetings in a 100% advisory environment.
Provide administrative support
- Carry out administrative tasks and ensure the administrative link with the various departments
- Complete various documents according to priorities and ensure follow-up
- Coordinate client files, reception of necessary documentation and ensure follow-up
- Support the Personal Services advisors in the management of agendas and the preparation of appointments with the assigned clientele
- Collaborate with the Private Client Services Advisor in the organization of client appointments
- Collaborate with the Private Client Services Advisor to ensure the quality and compliance of client files
- Work with the Retail Advisor to ensure accuracy of data and transactions and comply with applicable legislation, Bank policies, programs and procedures
- Comply with continuing education requirements and practices governed by the industry's self-regulatory organizations
- Any other related duties to assist in the success of the branch
Qualifications
- Mutual fund representative's license acquired or obtained within 6 months of the date of appointment
- Bilingualism*
- Completed college diploma
- 1 to 3 years of relevant experience in the banking field
*Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages
Specific skills
- Relational skills focused on customer service
- Good knowledge of the banking environment
- Strong work organization and priority management skills
- Strong communication skills (in person, by phone and in writing)
- Thoroughness and concern for work well done
- Business development skills
What Laurentian Bank has to offer you
The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.
Here are some of the key points of our offering:
- The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
- Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
- Work model: We prioritize a hybrid work model based on business needs.
- Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
- Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
- Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
- Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
- Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.
We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.
Inclusion and Accessibility
At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.
We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.
PIPEDA
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.