23 meilleures offres (financial services representative, toronto, on) (à pourvoir)

Client Manager - Global Network Banking - AVP
Citi —Toronto, ON
- De 88 240 $ à 132 360 $ par an
- Temps plein
- Esprit d'analyse
- Baccalauréat
- Diplôme universitaire non requis
Member Connect Representative (Part-Time 21-25 hrs)
DUCA Financial Services Credit Union Ltd. —Toronto, ON
- De 20,56 $ à 25,70 $ de l’heure
- Temps partiel
- Service à la clientèle
- Microsoft Office
- Services financiers
- Régimes de participation aux bénéfices
Postuler rapidement
il y a 8 jours
Bilingual Pension Customer Service Representative
Telus Health —Toronto, ON
- De 45 000 $ à 60 000 $ par an
- Temps plein
- Bilingue
- Microsoft Word
- Microsoft Excel
Customer Service Representative
CFS Wealth Management —Concord, ON
- De 46 098 $ à 48 724 $ par an
- Temps partiel
- Travail hybride
- Vente
- Service à la clientèle
- Anglais
- Assurance Dentaire
- Congés payés
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Bilingual Customer Service Representative
FUJIFILM —Mississauga, ON
- De 48 000 $ à 55 000 $ par an
- Travail hybride
- Bilingue
- Service à la clientèle
- Anglais
- Assurance Dentaire
- Assurance Vision
Retail Branch Administrator
Luminus Financial —Etobicoke, ON
- De 43 000 $ à 57 129 $ par an
- Temps plein
- Travail hybride
- Service à la clientèle
Business Development Representative - Lease Financing
Mayo & Associates Ltd —Ajax, ON
- De 50 000 $ à 100 000 $ par an
- Temps plein
- Travail hybride
- Mathématiques
- Baccalauréat
- Services financiers
- Assurance Dentaire
- Congés payés
Postuler rapidement
Call Centre Operations - Customer Service Representative - Bilingual
Accerta —Toronto, ON
- De 46 501 $ à 64 400 $ par an
- Travail hybride
- Bilingue
- Logiciels de GRC/CRM
- Service à la clientèle
- Assurance Dentaire
- Bourses d'Études
Community General Manager (Secondment)
CIBC —Mississauga, ON
- Temps plein
- En présentiel
Member Service Centre Tier 1 Representative
SERVICE EMPLOYEES INTERNAL —Richmond Hill, ON
- 53 149,20 $ par an
- Fins de semaine au besoin
- Microsoft Word
- Microsoft Excel
- Compétences rédactionnelles
- Assurance Dentaire
Postuler rapidement
Bilingual Customer Service Representative
ARAG Legal Solutions Inc —Toronto, ON
- De 50 000 $ à 55 000 $ par an
- 8 Heures
- Bilingue
- Service à la clientèle
- Anglais
Postuler rapidement
Inside Sales Representative, Inventory Finance
Mitsubishi HC Capital Canada —Burlington, ON
- De 70 203 $ à 120 203 $ par an
- Temps plein
- Bilingue
- Vente
- Anglais
- Programmes de Bien-être
- Programme d'Aide aux Employés
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Bilingual Customer Service Rep I
NCR Atleos —Mississauga, ON
- De 40 000 $ à 48 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Word
- Microsoft Outlook
- Programme d'Aide aux Employés
Postuler rapidement
il y a 12 jours
Commercial Account Manager SME
National Bank of Canada —Mississauga, ON
- Temps plein
- Bilingue
- Hospitalité
- Vente
- Programmes de Bien-être
- Programme d'Aide aux Employés
Bilingual Customer Care Representative
Culligan Quench —Toronto, ON
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Service à la clientèle
- Anglais
Postuler rapidement
Bilingual Senior Analyst, Commercial Cards - Scarborough
Scotiabank —Scarborough, ON
- 8 Heures
- Travail hybride
- Bilingue
- Esprit d'analyse
- Baccalauréat
il y a 5 jours
Member Service Representative (Part-Time)
Alterna Savings —Mississauga, ON
- De 18,36 $ à 18,50 $ de l’heure
- Temps partiel
- Vente
- Services financiers
Postuler rapidement
Community General Manager II
CIBC —Oakville, ON
- Temps plein
Regional Channel Manager
EQ Bank | Equitable Bank —Toronto, ON
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Dentaire
- Assurance Vision
Postuler rapidement
Customer Service Representative
TWO MEN AND A TRUCK —Pickering, ON
- 18 $ de l’heure
- Temps partiel
- Service à la clientèle
- Diplôme d'études secondaires
- En présentiel
Postuler rapidement
French Bilingual – Evergreen Posting
Foresters Financial Services, Inc. —Toronto, ON
- Temps plein
- Travail hybride
- Bilingue
- Service à la clientèle
- Anglais
Bilingual - Customer Service Representative (Sales Department)
Easy Links Financial Inc. —Toronto, ON
- Bilingue
- Microsoft Outlook
- Dactylographie
Multinational Issuing Office Specialist
AIG Insurance Company of Canada —Toronto, ON
- De 68 000 $ à 84 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
il y a 7 jours

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Client Manager - Global Network Banking - AVP

Citi
Toronto, ON

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Détails du poste

Temps plein

Compétences

Esprit d'analyse
Baccalauréat
Gestion de la relation client
Sens de l'organisation
Compétences en communication
Négociation
Gestion du temps

Description complète du poste

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Client Manager is a client-facing role responsible for a seamless execution on onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.

Responsibilities:

1. Relationship & Origination Support

Maintain professional relationships with client representatives.
Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
Independently identify and originate low-complexity opportunities.
Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
Filter, prioritize and validate potentially complex and dynamic material from multiple sources
Assist with coaching and training of new staff, as needed

2. Credit Management

Manage credit requests in close coordination with various internal teams
Monitor credit lines and escalate exceptions

3. Onboarding & Implementation

Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
Oversee client documentation and facilitate client training to ensure a smooth transition.

4. Service Coordination

Serve as the primary point of contact for managing and resolving client escalations.
Facilitate day-to-day operational flows and track client feedback

5. KYC Ownership

Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
Take responsibility for completing and maintaining accurate client profiles.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

Experience: 5-8 years of experience in client management or a related role within the financial services industry.
Technical Skills: Strong product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships. Proven planning, negotiation and analytical skills
Attention to Detail: High level of accuracy and attention to detail in all aspects of work.

Education:

Bachelor's/University degree or equivalent experience

Job Family Group:

Institutional Banking

Job Family:

Corporate Banking

Time Type:

Full time

Primary Location Full Time Salary Range:

$88,240.00 - $132,360.00

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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