Collections Agent

• Degree/Level of Education: any Post secondary would be an asset
• Certifications Required: N/A
• Years of Overall Experience: 2-4 years
• How will performance be measured: quality of work
• Preferred/Ideal Candidate Background: someone that has financial background would be nice, collections background, great communication, team player, someone who has worked in a close office environment. Has worked in a call center environment.

• This is a Bilingual French request*** “Provides service and / or sales support on a broad range of banking products and / or solutions to existing / prospective client customers and/or partners. This role contributes to the growth of the business by developing and deepening new / existing relationships.
• Typical Day-to-Day Responsibilities taking inbound call and making some outbound calls
• How much time is being spent in meetings – 20%
• Who are they interacting with (internal/external) external
• Will the contractor have access to any customer data? YES!

• Bilingual – French and English
• Great communication
• MS suite

• Attention to detail

• Previous Banking Experience

• Provide courteous, efficient, and professional customer service to ensure inquiries, sales, and/or issues are managed promptly and effectively under all conditions
• Engage customers / partners in conversation to understand and meet their current and future products and service needs by proactively providing them with information / guidance
• Offer comprehensive product knowledge and/or guidance as it relates to their respective business area
• Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary
• May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
• Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of customer/partner life cycle needs Identify cross-sell opportunities and/or refer customers/partners to internal Bank partners

• Contribute to the achievement of business objectives by identifying sales opportunities and referrals, enabling business growth Promote full suite of products, sales, services and banking capabilities
• Understand and apply operating policies and procedures
• Contribute to business objectives for Operational Excellence Support the timely and accurate completion of business processes and procedures
• Escalate non-standard or high-risk transactions / activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations Support and participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities Be knowledgeable of and comply with Bank Code of Conduct

• Verbal and written communication skills, customer service and negotiation skills.
• Ability to work independently and manage one’s time.
• Ability to accurately document and record customer/client information.
• Knowledge of federal, state, and company policies, procedures and regulations as related to collections.
• Previous experience with computer applications, such as Microsoft Word, and any other related collections software a plus. required.
• 2-4 years financial and/or customer service experience required.

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.

ProViso Consulting