About this role
Job Title: Banking Customer Service Representative#1011574
Location: Montreal, QC (Hybrid)
Duration: 6 months contract (with possibility of extension/conversion)
Typical Day-to-Day Responsibilities
· Open internal systems and verify scheduled appointments.
· Make outbound calls and receive inbound calls from customers.
· Follow up on customer calls and outstanding requests.
· Conduct FTR activities.
· Manage customer interactions from end to end.
· Conduct reviews of customer accounts and files to identify discrepancies or missing information and determine the next appropriate step based on outlined procedures.
· Follow all end-to-end procedures accurately for Business Account compliance, including documentation of all customer interactions.
· Ensure all documentation prepared and completed accurately reflects customer and business intentions.
· Adhere to company policies, procedures, and standards to ensure compliance during all customer interactions.
Must-Have Skills
· Must be Fluent in French and English.
• Banking experience from a Financial Institution or Financial Services Contact Center experience.
· Proficiency and expertise with MS Office (Word, Excel, and PowerPoint).
· Experience using Customer Relationship Management (CRM) tools.
· Previous experience in a customer service or contact center role.
· Understanding of KYC/KYB requirements is preferred.
· Excellent interpersonal and written/verbal communication skills.
· Comfortable making and receiving outbound and inbound calls while engaging with customers professionally and confidently.
· Strong organizational skills with the ability to work in a fast-paced environment.
· Ability to work with ambiguity to break down and solve business problems.
Responsibilities
Account Review & Maintenance Activities
· Conduct reviews of customer accounts and files to identify discrepancies or missing information and determine the appropriate next steps based on established procedures.
· Follow all end-to-end procedures accurately for Business Account compliance, including documenting all customer interactions.
· Ensure all documentation prepared and completed accurately reflects customer and business intentions.
· Adhere to company policies, procedures, and standards to ensure compliance in all customer interactions.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status
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Pay: $25.00-$26.00 per hour
Language:
• French (preferred)
Work Location: Hybrid remote in Montréal, QC