Job Description

Our client, a leader in the banking industry is seeking a Bilingual Client Service Advisor to join their Treasury and Payment Solutions team for a 6-month contract, with the possibility to extend or become a permanent position. This is a hybrid position in their Montreal office. The ideal candidate is a highly motivated individual with a strong attention to detail who works well within a team.

Responsibilities:

• Incoming calls inquiring of day-to-day activities on account
• Action email/fax requests; includes wire inquiries, EFT amend, Bank Drafts ect…
• Assist internal partners and existing/new on boarded customers with inquiries/requests.
• 50-70 calls a week most requests are received via email and fax
• Will receive up to 10+ requests per day, additional to incoming calls
• SLA of Same day response to clients.

• Ticket must be opened within 24 hours
• Close tickets within the established SLA
• Must action Fraud and time sensitive requests as a priority.
• Answering email/phone requests simultaneously in high volumes

Qualifications:

• 2 years related job exposure
• Problem resolution, analytical & organizational skills
• Proficient in technology and understanding technology concepts
• Branch banking and operational process knowledge
• Must have CS experience
• Strong client focus and interpersonal skills.
• Excellent oral and written communication, both English and French
• Able to multi-task in a fast-paced environment.
• Must work well in a team environment
• Bilingual (English/French) considered an asset
• Knowledge of Treasury Management products and services considered an asset
• FI experience branch or corporate considered an asset