Client Ambassador

We are hiring for this position out of our Vancouver office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.

This is a 1-year fixed term opportunity.

This is a fully in-office role, Monday to Friday between 8:00am and 4:30pm (PST) in our downtown Vancouver office located at 888 Dunsmuir St.

You are a highly motivated and skilled Client Ambassador with experience in providing exceptional customer service in a call center. You are organized, able to adapt quickly, and have great attention to detail. You also have a proven track record in relationship building and experience working within the financial services industry.

You excel at building relationship with clients and enjoy anticipating their needs. You are adaptable in the way you communicate with clients, as contact will primarily be over the phone with some email and in person interactions.

• Respond to incoming customer calls and emails in a timely and professional manner, within agreed service levels.
• Support customer requests for opening accounts, including handling transactions and supporting customers who walk into the branch.
• Responsible for providing clients with GIC renewal reminder emails, and information regarding their new GIC accounts.
• Assist the deposit client services and administration teams with mail and fax item distribution, and outgoing mail items such as tax slips reissuing.
• Assist with maintaining and upkeep of Filebridge file storage.
• Assist and maintain the client appointment tracker.
• Stay up to date with all product and services offered by the Peoples Group family of financial services.
• Office Presence is required for this role as it is client facing.

• Minimum two years' experience in a customer service role.
• Minimum one year experience in financial services, branch experience preferred.
• Working knowledge of AML/KYC requirements.
• Strong computer skills, with proficiency in Word, Excel and Outlook.
• Demonstrated ability to build and maintain strong customer relationships, while consistently providing a high standard of service.
• Excellent communication skills both verbal and written. Bi-Lingual (Mandarin/Cantonese or French) is an asset.
• Excellent interpersonal, organizational and time management skills.
• Knowledge of banking systems, such as DNA, is preferable.

Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary, and Toronto, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.

Our culture is built on four core behaviors:
Grit to Grow ,
Connect to Collaborate ,
Putting Clients First , and Owning the Outcome . We believe people do not simply choose a company to work for—they choose a company that makes a positive impact in the lives of Canadians. Above all, we value people, build meaningful relationships, focus on individual strengths, and approach our work with passion.

• A competitive compensation package.
• A strengths-based approach, ensuring we work together more effectively.
• A commitment to your well-being in five key areas:
  Financial, Physical, Social, Career, and Community.

The expected salary for this role is approximately $50,000.00 - $60,000.00 annually. Actual compensation may vary based on experience, skills, and qualifications.

Peoples Group is an Equal Employment Opportunity employer. Only those applicants under consideration will be contacted.

We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.