Banking Advisor (Mandarin or Cantonese Fluent)

Overview

Job Description

• Title: Everyday Banking Advisor (Top 3 Bank)
• Hours: Monday – Sunday Availability
• Compensation: $25/h + Benefits
• Location: WFH & Hybrid

Summary:

The Everyday Banking Advisor is responsible for providing professional, attentive and accurate advice when responding to inbound or one bound calls from our clients regarding all Everyday banking-related inquiries. You will be providing a superior experience through engaging clients in conversations, using active listening skills and effective probing questions to identify & understand our clients’ immediate and future investment needs as well as their short and long-term financial goals. With client experience in mind, you will provide tailored financial advice, digital education and suggest products and services to meet the needs of a diverse client base. This is a full-time and shift oriented role with an opportunity to work with one of the top banks in Canada.

Job Description:

Identify needs short and long-term needs, offering value-added advice, and taking accountability for the resolution of customer concerns. Respond to emails from our clients, delivering financial advice designed to satisfy clients’ total financial services needs and build long-term relationships. Provide an exceptional degree of customer care at all times, ensuring clients receive the optimal service at a level that meets their needs, either personally or by referring them to the appropriate sales partner. Proactively engage with clients through various communication channels to deliver an outstanding customer service experience, making every client interaction an exceptional one (phone/email)Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact everyday banking questions, account openings, help on changing passwords, charge inquiries on credit card etc. Contribute to team results by supporting all colleagues to be successful in meeting client needs. Cultivate and maintain relationships with partners to work as one team

Must Haves:

• Previous customer service/administrative Experience
• Bilingual in English & Mandarin/Cantonese
• Ability to work independently, temporary working from home with proven time management, organizational and problem solving skills
• Must be able to meet the privacy and technological requirements to work from home (i.e. private and quiet space, Internet connectivity) or work from one of our Centers
• Customer Service experience and strong sales orientation with a passion for fulfilling on client needs.
• Information seeking skills; the ability to probe, find out more and improve your understanding of a client’s situation or issue.

Only those candidates who meet the above criteria will be contacted.

Thank you.