Direct Banking Manager (Former Employee) – Montréal, QC – 27 February 2014
A typical day consists of answering 11-12 phone calls per hour from customers who are either seeking information, making financial/non-financial transaction, adhering to new services/products, and any other inquiries. The most enjoyable part of the job was definitely the interaction with teammates and other colleagues. Co-workers were always very helpful and social. The most difficult part is the high stress level caused by ever climbing sales objectives, as well as the lack of freedom regarding one's login time on the telephone. Being monitored at all times can lend a higher level of stress that necessary to accomplish one's goals. This position allowed me to learn how to work under pressure, but also how to work as a team. Sharing information and helping each other out became a daily routine with strengthened us.
Great colleagues and team environment.
High stress level, not enough employees to handle volume of customers.
Senior Service Representative (Current Employee) – Toronto, ON – 17 April 2018
Hold full accountability in conducting daily collateral trades, as well as processing fund switches, redemption and releases of certificate, nominee and assigned mutual fund units Keenly determine problems on operations through ethical procedures and professional judgment Efficiently handle close loan task, new collateral set-up and service request processing, as well as audit and reconciliation activities in adherence to set-forth priorities and deadlines Perform thorough investigation and provide prompt resolutions and recommendations to senior team members regarding complex issues on internal business partner and external customer inquiries, business process efficiency and quality control in existing procedures