Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Virtual Member Experience Specialist responsible for greeting and assisting customers in financial services. Engaging with customers to enhance their banking experiences through various channels.
Responsibilities
- Greet customers and assist customers over the phone, email and chat, establish rapport, address service inquiries and customer concerns.
- Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate services and solutions.
- Act as the ambassador for digital and self-service channels.
- Educate customers on the ease and convenience of digital and self-serve channels for daily banking transactions.
- Handle transactions, open personal and business profiles, and other banking products and services.
Requirements
- Experience in a customer facing role within a fast-paced work environment.
- At least 1-3 years' experience in a financial service role.
- Experience providing customer service in a high-volume remote/call center environment will be highly regarded.
- Strong interest in a career in financial services.
- Excellent communication and relationship-building skills.
Benefits
- Flexible Benefits Program pick and choose what works best for you.
- Defined Contribution Retirement Plan – let’s start saving and keep your future in mind.
- Vacation, Personal, and Wellness time and two Vacation Bonus Days
- Professional development – come to grow your career and develop your skills.
- A supportive, collaborative work environment we’re proud to be a Great Place to Work certified organization.
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