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 professionallyManage incoming calls, virtual interactions, and email communications with urgency and accuracyPerform lease administration tasks including generating a variety of quotes and processing terminations, verifying lease details, and processing documentation requestsGenerate, review, and distribute lease documents in compliance with established policies and proceduresMaintain and update customer accounts, including changes to contact details, banking information, and lessee profilesEnsure confidentiality and discretion when handling customer and vendor informationIdentify trends in customer inquiries and cancellations to support continuous improvement initiativesRecommend process enhancements to improve internal workflows, products, and client experienceCollaborate with team members to deliver consistent and high-quality serviceYour 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 diplomaFrench is considered an asset.Minimum 1 year of experience in customer service or office administrationFinancial services experience or knowledge is considered an assetRequired skills:Customer-focused mindset: Ability to deliver outstanding client experiences and build strong relationshipsAdaptability: Comfortable working in a high-volume, fast-paced environment with changing prioritiesAdministrative proficiency: Strong attention to detail with accurate execution and follow-upCommunication: Confident and professional verbal and written communication with tact and diplomacyOrganization and time management: Ability to manage multiple priorities simultaneouslyContinuous improvement mindset: Proactively identifies opportunities to optimize processesTechnical skills: Proficiency in Microsoft Office Suite and ability to learn new systems quicklyTeam collaboration: Works effectively with others to achieve team and organizational goalsCareer 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.Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:* 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 clinicWe have an offer that keeps up with trends as well as your needs and those of your family.Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.Making a bold move in a people-first workplace 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 people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?Join us!

📌 Customer Service Rep (Winnipeg)
🏢 National Bank
📍 Winnipeg