Wealth Management Advisor advising Desjardins members and business owners on investments, loans, and insurance. Building relationships and integrated financial strategies to support clients’ goals.
About the role
- Payment Solutions Advisor supporting customers with credit access and overdue accounts. Handling high-volume inquiries through Propel’s AI-driven fintech platform.
Responsibilities
- Respond to inbound and outbound inquiries via multiple communication channels
- Use multiple web-based applications for investigation and verification
- Answer customer questions
- Cure and rehabilitate customer accounts in arrears
- Communicate the appropriate course of action to clients in a kind and professional manner
- Build customer confidence in the services offered by the company
- Complete follow-up calls on non-responsive accounts
- Work as a team to achieve group and individual goals
Requirements
- Strong work ethic with a passion for delivering outstanding customer service
- Ability to prioritize workload and handle a large volume of calls while maintaining a professional and personable approach
- Detail-oriented
- Excellent communication skills
- Spanish skills are an advantage
- Previous call center/collections experience is not required but considered an asset
- Ability to work the standard schedule: Tuesday–Friday 1–9 pm and Saturday 10 am–6 pm
Benefits
- Growth and opportunity; promotion from within
- Incredible company culture
- Competitive salary
- Health benefits
- Comprehensive vacation package
- Group health and dental benefits
- Group RRSP program
- Support for new parents
- Diverse and inclusive workplace
- Performance-based incentive programs, including bonuses and commissions may be eligible
Job title
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Experience level
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Degree requirement
No Education Requirement
Location requirements
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