Top Benefits
About the role
About the day-to-day:
- Respond to incoming customer calls and email inquiries in a timely and professional manner, within agreed service levels.
- Strive to resolve customer issues and queries at first contact and demonstrate ability to build and maintain strong client relationships.
- Maintain a positive, empathetic, and professional attitude towards customers at all times.
- Support customer requests for opening accounts, including handling transactions and supporting customers who walk into the branch.
- Interact with customers to identify their financial needs and refer them to the appropriate expert or guide them to alternative channels such as online banking.
- Ensure key performance indicators are met to maintain call center service levels, emails, and call quality to contribute to team business efficiency targets.
- Stay up to date with all product and services offered by the Peoples Group family of financial services.
- Adhere to all compliance regulations and procedures.
About the Qualifications:
- Flexible to work Eastern or Pacific time business hours depending on business needs.
- Demonstrated ability to build and maintain strong customer relationships, while consistently providing a high standard of service.
- Excellent communication skills both verbal and written. Must be Bi-Lingual in French and English. Excellent interpersonal, organizational and time management skills
- Excellent problem-solving skills with a great attention to details
- Adaptable and able to work well under pressure and deadlines.
- A self-starter who can work with minimal supervision.
- Minimum two years’ experience in a customer service role.
- Minimum one year experience in financial services, branch experience preferred.
- Working knowledge of AML/KYC requirements.
- Strong computer skills, with proficiency in Word, Excel and Outlook.
- Knowledge of banking products including high interest savings accounts and term deposits.
- Knowledge of banking systems, such as DNA.
About us
Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.
Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.
About the work environment:
Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.
We offer:
- A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
- Competitive salaries, profit sharing, RRSP matching and benefits from day one.
- Generous paid time off to help achieve a healthy work-life balance.
- A strengths-based approach, ensuring we work together more effectively.
- A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.
Help us get to know you better by answering our application questions! Your participation is expected as an essential part of our selection process.
***NOTE:***This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.
We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.
About Peoples Group
Peoples Group has been providing a tailored suite of financial solutions and delivering world-class customer interactions, since 1985. Over the years, we’ve thoughtfully expanded our product and service offerings based on customer needs. We expect to continue this successful journey in the years to come. We have grown substantial market share in the insured commercial lending space and are the leading issuer of prepaid payment cards in Canada, as well as an innovative merchant acquirer. We are an entrepreneurial organization that excels at customizing solutions to fit the needs of our clients. As a trusted partner of many fintechs, we have a proven track record of providing tools and guidance so they can realize their success.
Today, Peoples Group has 455+ employees and operates nationally in Vancouver, Calgary, Toronto and Montreal. Our success comes from our employees who bring our vision and values to life. By valuing people, building relationships, and focusing on strengths, we execute with passion.
And we mean it. We live our vision and values every day by being Trustworthy, Willing, Creative. What does this look like? We believe everyone has strengths that make them unique and are their greatest opportunity for success. We focus on strengths, the strength of our employees, the strength of our customers and build from there.
Focusing on strengths allows our company to be best positioned to build on our other two values: Relationship Building and Passionate Execution. Working at Peoples has a community feeling, where people care about each other and display pride in their work. At Peoples, every employee, at all locations and levels, is empowered to make an impact and contribute ideas.
Top Benefits
About the role
About the day-to-day:
- Respond to incoming customer calls and email inquiries in a timely and professional manner, within agreed service levels.
- Strive to resolve customer issues and queries at first contact and demonstrate ability to build and maintain strong client relationships.
- Maintain a positive, empathetic, and professional attitude towards customers at all times.
- Support customer requests for opening accounts, including handling transactions and supporting customers who walk into the branch.
- Interact with customers to identify their financial needs and refer them to the appropriate expert or guide them to alternative channels such as online banking.
- Ensure key performance indicators are met to maintain call center service levels, emails, and call quality to contribute to team business efficiency targets.
- Stay up to date with all product and services offered by the Peoples Group family of financial services.
- Adhere to all compliance regulations and procedures.
About the Qualifications:
- Flexible to work Eastern or Pacific time business hours depending on business needs.
- Demonstrated ability to build and maintain strong customer relationships, while consistently providing a high standard of service.
- Excellent communication skills both verbal and written. Must be Bi-Lingual in French and English. Excellent interpersonal, organizational and time management skills
- Excellent problem-solving skills with a great attention to details
- Adaptable and able to work well under pressure and deadlines.
- A self-starter who can work with minimal supervision.
- Minimum two years’ experience in a customer service role.
- Minimum one year experience in financial services, branch experience preferred.
- Working knowledge of AML/KYC requirements.
- Strong computer skills, with proficiency in Word, Excel and Outlook.
- Knowledge of banking products including high interest savings accounts and term deposits.
- Knowledge of banking systems, such as DNA.
About us
Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.
Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.
About the work environment:
Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.
We offer:
- A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
- Competitive salaries, profit sharing, RRSP matching and benefits from day one.
- Generous paid time off to help achieve a healthy work-life balance.
- A strengths-based approach, ensuring we work together more effectively.
- A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.
Help us get to know you better by answering our application questions! Your participation is expected as an essential part of our selection process.
***NOTE:***This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted.
We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.
About Peoples Group
Peoples Group has been providing a tailored suite of financial solutions and delivering world-class customer interactions, since 1985. Over the years, we’ve thoughtfully expanded our product and service offerings based on customer needs. We expect to continue this successful journey in the years to come. We have grown substantial market share in the insured commercial lending space and are the leading issuer of prepaid payment cards in Canada, as well as an innovative merchant acquirer. We are an entrepreneurial organization that excels at customizing solutions to fit the needs of our clients. As a trusted partner of many fintechs, we have a proven track record of providing tools and guidance so they can realize their success.
Today, Peoples Group has 455+ employees and operates nationally in Vancouver, Calgary, Toronto and Montreal. Our success comes from our employees who bring our vision and values to life. By valuing people, building relationships, and focusing on strengths, we execute with passion.
And we mean it. We live our vision and values every day by being Trustworthy, Willing, Creative. What does this look like? We believe everyone has strengths that make them unique and are their greatest opportunity for success. We focus on strengths, the strength of our employees, the strength of our customers and build from there.
Focusing on strengths allows our company to be best positioned to build on our other two values: Relationship Building and Passionate Execution. Working at Peoples has a community feeling, where people care about each other and display pride in their work. At Peoples, every employee, at all locations and levels, is empowered to make an impact and contribute ideas.