About the role
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, Customer Experience, the incumbent is responsible for taking responsible for clients within a Business Centre. He acts as a key player in the centre's customer service. In support of the account managers team, it is responsible for preparing ancillary documentation for account managers, compliance of records, and to follow up on records. The holder may also be assigned to special projects related to compliance, customer service, or certain programs specific to commercial clients.
Responsibilities
Customer Service:
- Provide courteous and high-quality customer service by email, phone or in personnel serving its business center's cliente
- Handle customer inquiries, follow up on cases and communicate directly with client
- Inform clients about documentation or file progress and provide a first level of support for the Bank's products and services
- Follow up on the processing of documentation related to product opening commercial clients' transactional
- Collaborate with account managers in resolving issues of a administrative or operational
- Identify and propose products and services that can meet customer needs.
Compliance:
- Produce documentation related to the opening, modification, or closing of products transactional for business customers, and follow-up on processing requests, all by achieving quality standards
- Support and collaborate with operational excellence sectors for the resolving clients' administrative or operational problems
- Assist the business development team by performing any task of a nature administrative
- Take charge of files related to periodic compliance update projects
- Complete, update, and adequately archive all necessary reports for required controls
- Perform any other similar or general task requested by their superior or required in the performance of their duties
Qualifications
- College diploma (DEC) in business administration, accounting or a related field
- Minimum 3 years' customer service experience, including at least 1 year working with commercial clients
- Basic knowledge of the operations of a commercial financing centre
- Ability to manage and prioritize numerous competing requests
- Excellent customer service skills
- Enthusiasm
- Thoroughness
- Autonomy
- Drive
- Team spirit
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.
Not the right fit? Search for Small Business Coordinator jobs in Montréal, QC
About Laurentian Bank
Laurentian Bank is a banking institution whose activities extend across Canada. The Bank serves one and a half million clients throughout the country and employs more than 2,900 individuals, which makes it a major player in numerous market segments.
The Bank caters to the needs of retail clients via its branch network based in Quebec. The Bank also stands out for its know-how among small and medium-sized enterprises and real estate developers owing to its specialized teams across Canada. Its subsidiary B2B Bank is, for its part, one of the major Canadian leaders in providing banking products and services and investment accounts through financial advisors and brokers. Laurentian Bank Securities offers integrated brokerage services to a clientele of institutional and retail investors.
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About the role
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, Customer Experience, the incumbent is responsible for taking responsible for clients within a Business Centre. He acts as a key player in the centre's customer service. In support of the account managers team, it is responsible for preparing ancillary documentation for account managers, compliance of records, and to follow up on records. The holder may also be assigned to special projects related to compliance, customer service, or certain programs specific to commercial clients.
Responsibilities
Customer Service:
- Provide courteous and high-quality customer service by email, phone or in personnel serving its business center's cliente
- Handle customer inquiries, follow up on cases and communicate directly with client
- Inform clients about documentation or file progress and provide a first level of support for the Bank's products and services
- Follow up on the processing of documentation related to product opening commercial clients' transactional
- Collaborate with account managers in resolving issues of a administrative or operational
- Identify and propose products and services that can meet customer needs.
Compliance:
- Produce documentation related to the opening, modification, or closing of products transactional for business customers, and follow-up on processing requests, all by achieving quality standards
- Support and collaborate with operational excellence sectors for the resolving clients' administrative or operational problems
- Assist the business development team by performing any task of a nature administrative
- Take charge of files related to periodic compliance update projects
- Complete, update, and adequately archive all necessary reports for required controls
- Perform any other similar or general task requested by their superior or required in the performance of their duties
Qualifications
- College diploma (DEC) in business administration, accounting or a related field
- Minimum 3 years' customer service experience, including at least 1 year working with commercial clients
- Basic knowledge of the operations of a commercial financing centre
- Ability to manage and prioritize numerous competing requests
- Excellent customer service skills
- Enthusiasm
- Thoroughness
- Autonomy
- Drive
- Team spirit
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.
Not the right fit? Search for Small Business Coordinator jobs in Montréal, QC
About Laurentian Bank
Laurentian Bank is a banking institution whose activities extend across Canada. The Bank serves one and a half million clients throughout the country and employs more than 2,900 individuals, which makes it a major player in numerous market segments.
The Bank caters to the needs of retail clients via its branch network based in Quebec. The Bank also stands out for its know-how among small and medium-sized enterprises and real estate developers owing to its specialized teams across Canada. Its subsidiary B2B Bank is, for its part, one of the major Canadian leaders in providing banking products and services and investment accounts through financial advisors and brokers. Laurentian Bank Securities offers integrated brokerage services to a clientele of institutional and retail investors.