Customer Relationship Officer

National Bank of Canada
Naples, FL Full Time
POSTED ON 5/5/2023 CLOSED ON 7/5/2023

What are the responsibilities and job description for the Customer Relationship Officer position at National Bank of Canada?

Employee Status: Regular

Schedule: Full-time


Natbank is hiring! Join our organization

Natbank, a wholly-owned subsidiary of National Bank of Canada that has been operating in Florida for more than 25 years! 3 Branches in Florida. Hollywood, Pompano Beach and Boynton Beach and soon a 4th Branch in Naples with a team of 38 people who are passionate about their clients, The same mission, the same values: a consulting approach based on the needs of our clients, advantageous solutions to help them realize their dreams and projects in Florida and elsewhere in the United States.

In this role as a bilingual (English & French) Customer Service Representative, you will be based in Naples, Florida (401, 5th Avenue, Suite 401, Naples, FL).

Your main challenges:

  • Ensure customer satisfaction and preserve the Bank’s Professional image by providing a personalized and efficient service.
  • Promote the different products and the bank’s services to enhance customer loyalty.
  • Have the responsibility of greeting and facilitating communication with customers.

Your role:

  • Establish a personal relationship with customers.
  • Support various transactional activities
  • Identify customer needs and direct to appropriate representative
  • Promote and guide customers in choosing current solutions and services that meet their needs.
  • Inform and explain to clients and stakeholders the policies and characteristics
  • Respond effectively to the calls and demands of customers.
  • Perform routine nature of research to adequately respond to customer questions.
  • Refer clients to appropriate stakeholders and monitor the delivered files.
  • Resolve situations or problems to the satisfaction of the customers, as best possible.
  • Demonstrate proactivity in working environment and provide suggestion/solutions for improvement.
  • Ensure compliance with established policies, standards, and procedures.
  • Perform other ad hoc duties as requested by the Branch Manager.

If you are interested, Complete the application form with your CV Send your application to pauline.poncel@natbank.com.


Competencies required:

  • College degree preferred, 1-2 years customer service experience
  • Ability to interface with various levels of management
  • Experience in customer service
  • Proficient with IT tools and comfortable navigating digital tools
  • Excellent interpersonal skills and team spirit
  • Ability to adapt to various situations
  • Ability to rigorously manage several requests at the same time
  • Bilingualism, both spoken and written (English and French), required 

Your benefits:

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Competitive salary and annual performance-based bonus
  • Retirement plan (401K) with company match
  • Excellent health and welfare benefits including medical, dental, vision benefits, life insurance and AD&D
  • Flexible spending account (FSA)
  • Paid time off
  • Preferred banking services

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

 We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us,  and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

 Ready to live your ambitions?

JobField: Advisory Services, Personal Banking

Unposting Date: 2023-08-31

Job Number: CUS00MUE

Posting Date: 2023-05-05

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