Bilingual Client Services Officer
Hybrid · Toronto, Ontario, Canada or Calgary, Alberta, Canada
Job Summary
Bilingual Client Services Officer providing banking support to Haventree Bank clients across Canada. Handles inquiries about accounts, deposits, GICs, online banking, and lending products; maintains accurate client records in CRM; ensures AML/ATF compliance; educates clients on digital tools and self-service options; supports service and operational efficiency, client retention, and issue resolution. Requires a college diploma or equivalent and 1-2 years in a financial services environment; fluent in both French and English; strong communication and multitasking skills in a fast-paced, team-driven setting.
Required Qualifications
- college diploma or equivalent
- 1-2 years in financial services or banking
- Familiarity with CRM systems, digital banking platforms, and remote communication tools
- Understanding of deposit and lending products
- Proficiency in Microsoft Office
- Strong verbal and written communication; ability to handle high call volumes; de-escalation skills
- Comfortable with repetitive tasks and multitasking
- Team-oriented with performance metrics
- Bilingual in French and English mandatory
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