Job Description
Client Support Representative
Wealth One Bank of Canada (“WealthONE”) is on a mission to accelerate the growth of our business. To support this goal, we are building a highly skilled team of financial professionals who are passionate about creating a great client experience.
As a Client Support Representative, whether it’s answering calls, online inquiries or assisting with transactions you will help clients with their day-to-day banking needs and be the first line of support connecting clients with the appropriate financial products and solutions offered by the Bank.
We are looking for self-motivated individuals to be based in Toronto, Canada, who thrive in an environment focused on operational and service excellence. This opportunity will interest you if you are looking to join a team that creates significant value for the online digital Bank’s customers and business partners.
If you are passionate about jumping right into a significant role and want to contribute directly to the overall portfolio growth and profitability of the Bank, then read on…
What You’ll Be Doing
To help deliver a great client experience, the Client Support Representative may be required to work flexible shifts throughout the week and provide coverage as required to meet business needs.
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.
Qualifications
Fluency in English. Mandarin or Cantonese an asset.
Telephone client service experience, preferably in the financial services industry.
Must have banking experience.
Strong customer service-orientation; excellent communication skills; discretion when dealing with confidential and sensitive matters.
Strong attention to detail and accuracy.
Ability to work independently and achieve timely deliverables.
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.
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 Director, Banking Operations.
We thank all interested applicants, however, only those under consideration will be contacted.
About Wealth One Bank of Canada
Opened in 2016, Wealth One Bank of Canada (WealthONE) is a federally chartered Schedule I Bank and is regulated by the Office of the Superintendent of Financial Institutions (OSFI). WealthONE is digital bank that specializes in banking solutions suitable for self-employed persons, investors with multiple properties, high net worth individuals, newcomers to Canada and those who have foreign income. Our founders are committed to building a bank to provide a tailored suite of financial products and solutions designed to specifically satisfy the needs of customers in the Chinese Canadian community, as well as all Canadians who share similar financial needs. To learn more, please visit us at www.wealthonebankofcanada.com (http://www.wealthonebankofcanada.com)
Wealth One Bank of Canada (“WealthONE”) is on a mission to accelerate the growth of our business. To support this goal, we are building a highly skilled team of financial professionals who are passionate about creating a great client experience.
As a Client Support Representative, whether it’s answering calls, online inquiries or assisting with transactions you will help clients with their day-to-day banking needs and be the first line of support connecting clients with the appropriate financial products and solutions offered by the Bank.
We are looking for self-motivated individuals to be based in Toronto, Canada, who thrive in an environment focused on operational and service excellence. This opportunity will interest you if you are looking to join a team that creates significant value for the online digital Bank’s customers and business partners.
If you are passionate about jumping right into a significant role and want to contribute directly to the overall portfolio growth and profitability of the Bank, then read on…
What You’ll Be Doing
To help deliver a great client experience, the Client Support Representative may be required to work flexible shifts throughout the week and provide coverage as required to meet business needs.
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.
Qualifications
Fluency in English. Mandarin or Cantonese an asset.
Telephone client service experience, preferably in the financial services industry.
Must have banking experience.
Strong customer service-orientation; excellent communication skills; discretion when dealing with confidential and sensitive matters.
Strong attention to detail and accuracy.
Ability to work independently and achieve timely deliverables.
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.
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 Director, Banking Operations.
We thank all interested applicants, however, only those under consideration will be contacted.
About Wealth One Bank of Canada
Opened in 2016, Wealth One Bank of Canada (WealthONE) is a federally chartered Schedule I Bank and is regulated by the Office of the Superintendent of Financial Institutions (OSFI). WealthONE is digital bank that specializes in banking solutions suitable for self-employed persons, investors with multiple properties, high net worth individuals, newcomers to Canada and those who have foreign income. Our founders are committed to building a bank to provide a tailored suite of financial products and solutions designed to specifically satisfy the needs of customers in the Chinese Canadian community, as well as all Canadians who share similar financial needs. To learn more, please visit us at www.wealthonebankofcanada.com (http://www.wealthonebankofcanada.com)
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Representative position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
