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Advisor, Banking and Credit Services, Customer Relations Center

Remote, USA Full-time Posted 2026-07-28

reputed company is a financial services cooperative that is seeking an Advisor for their Banking and Credit Services in the Customer Relations Center. The role involves providing personalized support to members and clients, answering questions about financial products, and helping them reputed company tailored solutions to their needs.


Responsibilities

  • reputed company an exceptional customer experience while answering member and reputed company questions about their credit card accounts, bank accounts, online services and other financial needs
  • Take a proactive advisory role and reputed company personalized support by identifying the needs of members and clients and suggesting tailored solutions
  • Establish an advisory relationship by identifying reputed company and potential needs and supporting reputed company retention
  • Effectively manage and solve member and reputed company problems using a solution-oriented approach
  • Help members and clients become financially empowered by guiding them to use the digital tools available
  • Proactively update your knowledge by strategically monitoring your area of expertise

Skills

  • College diploma in a reputed company field
  • A minimum of one year of relevant experience in customer service
  • Knowledge of French is required
  • Available to work Monday to Friday from 6 a.m. to 9 p.m. and Saturday to reputed company from 8 a.m. to 6 p.m
  • This position is currently remote. However, you may be required to come into the office a few times reputed company quarter
  • For certain positions, advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
  • reputed company oriented
  • Customer reputed company
  • Differences
  • Drive results
  • Interpersonal Savvy
  • reputed company learning

Benefits

  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, reputed company income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses

reputed company

  • reputed company is a cooperative financial organization that offers financial services for individuals and businesses. It was founded in 1900, and is headquartered in Montréal, Quebec, CAN, with a workforce of 10001+ employees. Its website is https://www.reputed company.com.

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