Hybrid Client Service Representative Position

Explore a Client Service Representative position at Wealth One Bank of Canada in Toronto, Ontario, with a hybrid work schedule. You will be the main point of contact for clients handling various banking inquiries and transactions.
This role at WealthONE is designed for motivated individuals aiming to enhance client experiences in the banking sector. As a client service professional, you will answer calls, assist with online inquiries, and ensure clients are connected with the right financial products. Your contributions will directly impact the growth and service excellence of the bank.
Key Responsibilities:
• Answer client calls and emails, addressing their needs
• Provide guidance on digital banking solutions
• Conduct outreach for GIC/mortgage client renewals
• Assist clients in person with their banking requests
• Keep accurate records of client interactions
Requirements:
• Fluency in English; Mandarin or Cantonese a plus
• Previous experience in finan...