Trainee
Ville : Montreal
Catégorie : Full Time
Industrie : Financial Services
Employeur : Laurentian Bank
Founded in Montreal in 1846, Laurentian Bank is committed to serving its customers and fostering deep relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market opportunity and has an edge, while harnessing the power of partnerships and collaboration.
This role sits within Laurentian Bank.
Under the supervision of the Director, Client Experience, the incumbent is responsible for client support within a Business Centre. He acts as a key point of contact for customer service at the centre. In support of the Account Manager team, he or she is responsible for preparing supporting documentation for Account Managers, ensuring file compliance, and following up on files. The holder may also be assigned to special projects related to compliance, customer service, or certain programs specific to business customers.
Responsabilities
Customer Service:
- Provide courteous and high-quality customer service via email, phone or in person to customers of your business centre.
- Handle customer inquiries, follow up on cases, and communicate directly with customers
- Provide customers with information regarding documentation or file progress and offer a first level of support regarding the Bank's products and services.
- Track the processing of documentation related to the opening of transactional products for commercial clients
- Collaborate with account managers in resolving administrative or operational issues.
- Identify and propose products and services that can meet customer needs.
Compliance:
- Producing documentation related to the opening, modification or closing of commercial client transactional products, and follow-ups on request processing, while meeting quality standards.
- Take ownership and collaborate with operational excellence sectors to resolve administrative or operational issues for clients
- Assist the business development team by performing any administrative tasks
- Manage files related to periodic compliance update projects
- Complete, update and properly archive all reports necessary for required controls
- Perform any other tasks of a similar nature or of a general order requested by their superior or required in the course of their duties.
Qualifications
- College diploma in business administration, accounting or a related field
- Minimum 3 years of customer service experience, including at least 1 year with a business clientele
- Basic knowledge of how trade finance works
- Capacity to manage numerous competing requests and prioritize them
- Excellent customer service skills
- Energy
- Rigor
- Autonomy
- Dynamism
- Team spirit
What we have to offer
- Meaningful, paid work experience and professional skills development
- Gaining insights into the business sectors which align with your career goals
- Customized development program
- Networking and opportunities for full time work upon graduation
- Flexible & hybrid work environment to accommodate different needs
- Sense of Belongingness and a Diverse & Inclusive Culture
Open to students pursuing diploma, undergraduate, or post-graduate degrees.
Offers opportunities across diverse business lines such as finance, accounting, risk management, marketing and more!
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.
We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.