Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow a diversified, top tier performing company delivering greater value to employees, customers, and owners.
As an innovative and future-focused company, we form partnerships to deliver industry-leading financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless clients experience.
Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.
Customer Success Representative (Full-time Permanent)
This position’s primary purpose is to assist credit unions, commercial clients, internal and direct clients with their service needs within a call centre environment.
The Customer Success Representative is responsible to deliver a positive client experience by answering a diverse range of incoming client inquiries pertaining to financial and trust products including providing information, clarification and interpretation of program agreements, pricing, program requirements, administration instructions, product legislation and regulatory/compliance requirements, and analyzing client needs and providing solutions to meet those needs.
This role proactively support credit unions by managing time frames to most effectively support incoming and outbound service requests and escalating client issues or problems for resolution.
The Customer Success Representative supports the department in the achievement of its business plan by maintaining consistent personal upgrading of required knowledge, providing high quality client service, and providing recommendations for efficiencies.
- One year of post-secondary education with 2-4 years comprehensive knowledge and experience working with registered plans and mortgages
- Resourceful team player with excellent communication and interpersonal skills, complemented by proven time management and problem solving skills
- Good working knowledge of the Portfolio data system would be an asset
Applications for this opportunity accepted until end of day October 4, 2021. To apply, please visit our Career page at www.concentra.ca
At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes.
We thank all applicants for their interest, however, only those selected for an interview will be contacted.