
Simplii Financial Personal Banking Representative
- Toronto, ON
- Permanent
- Full-time
- Ability to work independently as an Agent @ Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions.
- Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps).
- Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.
- Client Engagement - Provide support for clients by helping them to manage their accounts and products. Focus on each client experience and connect on a personal level to make every interaction meaningful. Connect and refer clients to the right Simplii Financial contacts to enable their financial success.
- Problem Solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
- Product Knowledge - Deeply understand Simplii Financial suite of products and collaborate with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
- You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
- You engage with your heart and mind. You care about people and you understand different perspectives. You listen and learn from the experience of others.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.