Customer Service Rep
A career as a Customer Service Representative within Equipment Financing is an opportunity to be part of a customer-focused and dynamic team. In this role, you will act as the primary point of contact for both internal and external clients, ensuring a high-quality service experience while supporting lease administration activities. You will contribute to driving process improvements and help enhance overall operational efficiency.
Your role:
- Deliver exceptional customer service by responding to inquiries and resolving concerns efficiently and professionally
- Manage incoming calls, virtual interactions, and email communications with urgency and accuracy
- Perform lease administration tasks including generating a variety of quotes and processing terminations, verifying lease details, and processing documentation requests
- Generate, review, and distribute lease documents in compliance with established policies and procedures
- Maintain and update customer accounts, including changes to contact details, banking information, and lessee profiles
- Ensure confidentiality and discretion when handling customer and vendor information
- Identify trends in customer inquiries and cancellations to support continuous improvement initiatives
- Recommend process enhancements to improve internal workflows, products, and client experience
- Collaborate with team members to deliver consistent and high-quality service
Your team:
This position is part of the Equipment Financing Customer Service team and reports to the Team Manager, Customer Service. You will work in a fast-paced, high-volume environment and collaborate closely with colleagues to support customers and maintain operational excellence. You will contribute to a forward-looking team focused on delivering seamless service and continuous improvement.
Prerequisites:
- High school diploma
- French is considered an asset.
- Minimum 1 year of experience in customer service or office administration
- Financial services experience or knowledge is considered an asset
Required skills:
- Customer-focused mindset: Ability to deliver outstanding client experiences and build strong relationships
- Adaptability: Comfortable working in a high-volume, fast-paced environment with changing priorities
- Administrative proficiency: Strong attention to detail with accurate execution and follow-up
- Communication: Confident and professional verbal and written communication with tact and diplomacy
- Organization and time management: Ability to manage multiple priorities simultaneously
- Continuous improvement mindset: Proactively identifies opportunities to optimize processes
- Technical skills: Proficiency in Microsoft Office Suite and ability to learn new systems quickly
- Team collaboration: Works effectively with others to achieve team and organizational goals
Career development:
This role offers opportunities to expand your knowledge within Equipment Financing and customer service operations. You will gain exposure to process optimization, lease administration, and client relationship management, supporting potential career growth within the broader organization.
Skills
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine service
- Virtual sleep clinic
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
