Financial Service Representative (Mandarin) - Montreal

August 26

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OTT Financial Group

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The evolution of connected financial services.

Asset Management • Foreign Exchange • Private Banking • E-Commerce • Payment Solutions

51 - 200

Description

• Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water • Manage inbound/outbound calls in a timely, friendly and effective manner • Provide quality services to clients over the phone, through the Internet and/or face to face • Perform customer verification in accordance with requirements and policies • Identify and assess customers’ needs to reach solutions and achieve satisfaction • Keep records of communication with customers and records of transactions • Communicate and coordinate with internal departments when necessary • Build sustainable relationships with customers through trust and communication • Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTT’s internal policies • Ensure accuracy and effectiveness in using OTT’s business processing systems • Meet personal/team qualitative and quantitative targets • Maintain a cleaning work environment • Achieve a score no less than 90% in each of the ongoing training assessments

Requirements

• Strong phone contact handling skills and active listening • Familiarity with CRM systems and practices • Customer orientation and ability to adapt/respond to different types of circumstances • Excellent communication and presentation skills • Ability to multi-task, prioritize, and manage time effectively • Mandarin proficiency is mandatory in order to service our Mandarin speaking clients