Founded in 1846, Laurentian Bank Financial Group (LBCFG) is a diversified financial services provider whose mission is to help its customers improve their financial health. The Laurentian Bank of Canada and its entities are collectively referred to as Laurentian Bank Financial Group (the “Group” or the “Bank”).
With more than 2,900 employees guided by the values of proximity, simplicity and honesty, the Group provides a broad range of advice-based solutions and services to its personal, business and institutional customers. With pan-Canadian activities and a presence in the U.S., the Group is an important player in numerous market segments.
This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.
Reporting to the Senior Manager, Client Experience, the incumbent supports the different business centres in connection with managing clients. He/she acts as a key contact person for the CBC’s customer service. In support of the account managers team, the incumbent is responsible for preparing ancillary documentation for account managers, file compliance and follow-ups. The incumbent may also be assigned to special projects related to compliance, customer service, or certain programs specific to commercial clients.
º Be responsible for greeting clients and providing top-quality customer service within a Commercial Banking Centre
º Follow-up and handle documents related to the opening of commercial clients’ transactional products
º Efficiently answer calls received at the Commercial Banking Centre and provide courteous, high-quality service
º Provide clients with information on documentation or file progress and offer first-level support with regard to the Bank’s products and services
º Provide administrative support to account managers of a Commercial Banking Centre
º Prepare ancillary documentation for account managers or clients, send required forms and documents and ensure follow-up
º Help the business development team by performing any administrative tasks
º Communicate directly with clients to schedule meetings or follow-up on files
º Liaise between the Commercial Banking Centre and the Operational Excellence segment
º Work with account managers to resolve administrative or operational issues
º Properly complete, update and archive all reports necessary for the required controls
º Perform all tasks of a similar or general nature requested by his/her superior or required for the position
º College diploma (DEC) in business administration, accounting or a related field
º Minimum 3 years’ customer service experience, including at least 1 year working with commercial clients
º Basic knowledge of the operations of a commercial financing centre
º Ability to manage and prioritize numerous competing requests
º Excellent customer service skills
º Team spirit
We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.