Customer Services Representative

Status: Permanent
Type of Contract: Permanent
Schedule: Full-Time
Posting date: 23-Jul-2025

Location: Naples, Florida

Area of Interest: Advisory services, Personal banking

NATBANK is hiring! Join our organization
Natbank, a wholly-owned subsidiary of National Bank of Canada that has been operating in Florida for more than 30 years! 4 Branches in Florida. Hollywood, Pompano Beach, Boynton Beach and Naples.

In this role as a bilingual Customer Relationship Officer (French & English) you will be based in Naples Florida.

YOUR MAIN CHALLENGES

• Ensure customer satisfaction and preserve the Bank’s Professional image by providing a personalized an efficient service.
• Promote the different products and the bank’s services to enhance customer loyalty.
• Have the responsibility of greeting and facilitating communication with customers.

YOUR ROLE

• Establish a personal relationship with customers.
• Support various transactional activities.
• Identify customer needs and direct to appropriate representative.
• Promote and guide customers in choosing current solutions and services that meet their needs.
• Inform and explain to clients and stakeholders the policies and characteristics.
• Respond effectively to the calls and demands of customers.
• Perform routine nature of research to adequately respond to customer questions.
• Refer clients to appropriate stakeholders and monitor the delivered files.
• Resolve situations or problems to the satisfaction of the customers, as best possible.
• Demonstrate proactivity in working environment and provide suggestion/solutions for improvement. Ensure compliance with established policies, standards, and procedures.
• Perform other ad hoc duties as requested by the Branch Manager.

PREREQUISITES

• College degree preferred, 1-2 years customer service experience
• Ability to interface with various levels of management
• Experience in customer service
• Proficient with IT tools and comfortable navigating digital tools
• Excellent interpersonal skills and team spirit
• Ability to adapt to various situations
• Ability to rigorously manage several requests at the same time

Languages: English, French

Skills

• Brand Ambassadorship
• Business Development
• Driving Results
• Teamwork
• Client-focused
• Detail-oriented
• Digital literacy
• Empathy
• Learning Agility
• Oral Communication

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Medical, Dental, Vision insurance from day 1
• 401(k) retirement plan participation from day 1 with Employer matching contribution equal to 50% of your salary deferrals, up to 6% of your compensation for each pay period.
• Flexible Spending Accounts for Healthcare and Dependent Care
• Commuter and parking benefit with employer matching
• Tuition reimbursement
• Paid parental leave
• Wellness fund
• Short and Long Term Disability
• Basic and Buy-Up Life Insurance
• Employee and Family Assistance Program
• Flexible PTO and company paid holidays
• And more

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!