3 results for Customer Service Manager jobs

Member Services Representative

Surrey, BC
onsite
Permanent
58000 - 64000 CAD / Yearly
Our client, a well-established and community-focused financial institution, is seeking an experienced Loan Officer / Member Services Representative to join their team. This is an excellent opportunity for a customer-focused banking professional who enjoys building relationships, providing financial solutions, and delivering exceptional member service. Key Responsibilities<ul><li>Provide lending solutions including personal loans, mortgages, lines of credit, and other consumer lending products.</li><li>Interview members to understand their financial needs and recommend appropriate lending and banking solutions.</li><li>Review loan applications, analyze credit information, and prepare lending recommendations.</li><li>Support members with debt management, financial guidance, and loan servicing.</li><li>Promote and cross-sell a variety of financial products and services to meet member needs.</li><li>Open new accounts and process a variety of financial transactions accurately and efficiently.</li><li>Assist members with everyday banking inquiries while delivering an outstanding customer experience.</li><li>Prepare mortgage renewals, loan modifications, and related documentation.</li><li>Monitor delinquent accounts and work collaboratively with members to establish repayment solutions.</li><li>Maintain compliance with lending policies, regulatory requirements, and internal procedures.</li><li>Participate in branch initiatives that support business growth and member engagement.</li></ul>
2026-08-06T00:00:00Z

Corporate Account Manager

Surrey, BC
onsite
Permanent
90000 - 129000 CAD / Yearly
We are partnering with a leading, global industrial manufacturer to support their search for a Corporate Account Manager to represent their business across British Columbia, with a primary focus on the Greater Vancouver market. This is a high-impact, externally facing role responsible for managing and growing strategic, large-scale corporate accounts. The successful candidate will act as the senior commercial representative in the region, owning key relationships and driving long-term, profitable growth within a competitive and evolving market. The Role Reporting to senior leadership, this role carries full responsibility for account strategy, customer relationships, and regional market growth. You will work autonomously while collaborating closely with internal stakeholders across sales, operations, supply chain, and product development. This position is ideal for a commercially driven professional who thrives in relationship-led sales, strategic account management, and market development. Key Responsibilities<ul><li>Manage and grow a portfolio of strategic and large corporate accounts across British Columbia</li><li>Develop and execute account strategies, including pricing, service models, and long-term agreements</li><li>Act as the primary point of contact for customers, building relationships at all levels, including executive stakeholders</li><li>Identify and secure new business opportunities while optimizing existing accounts for profitability</li><li>Lead contract negotiations and pricing discussions aligned with business objectives</li><li>Monitor market trends, competitor activity, and industry dynamics to inform strategy</li><li>Collaborate cross-functionally with internal teams to ensure seamless service delivery and customer satisfaction</li><li>Prepare and manage sales forecasts, reporting, and performance metrics</li><li>Contribute to the development of annual business plans and long-term market strategies</li></ul>
2026-08-12T00:00:00Z

Account Manager

Toronto, ON
onsite
Permanent
65000 - 69000 CAD / Yearly
We are looking for an Account Manager to support physician members with insurance-related guidance in a consultative, service-oriented environment in Toronto, Ontario. This hybrid position blends client relationship management, coverage expertise, and day-to-day advisory support, making it well suited to someone who enjoys helping clients understand benefits options and resolve questions with care. The role emphasizes group benefits and health and dental coverage while delivering a high standard of service rather than focusing on high-pressure sales activity. Responsibilities:• Build trusted relationships with physician members by responding to coverage questions and providing clear guidance on available insurance and benefits options.• Partner closely with the advisory team to coordinate member support, prepare client information, and help move cases forward efficiently.• Explain eligibility, enrolment details, and plan features related to group benefits, health coverage, and dental programs in an accurate and accessible way.• Deliver attentive client service by addressing issues promptly, following up on outstanding items, and helping resolve policy or administrative concerns.• Maintain detailed client records and interactions within CRM and related office systems to support service continuity and reporting.• Assist with sales support activities by identifying member needs, sharing suitable product information, and contributing to a positive client experience.• Participate in onboarding and training programs to strengthen product knowledge, service capability, and understanding of internal processes.• Support administrative and office functions tied to account management, documentation, and coordination with internal stakeholders.
2026-07-16T00:00:00Z