Branch Coordinator

Williams Machinery has been selling, renting, and fixing equipment for over 100 years. We also train people in all corners of British Columbia on how to operate machinery safely and effectively. From forklifts to skid steers, excavators, loaders and dump trucks, Williams Machinery services industries such as warehousing, milling, construction, forestry, recycling and more with their equipment needs. Join our award-winning company and experience working at a Platinum Certified Canada’s Best Managed Company, and one of BC’s Top Employers.



The Branch Coordinator collaborates closely with the Operations Manager to ensure profitability and operational efficiency of the Kelowna branch. Serving as the primary link between our service, parts, and customers, this role plays a pivotal part within the branch ensuring exceptional customer service and support.


Key Responsibilities:
 

• Work closely with the Management Team to effectively run the Branch.
• Liaise with vendors and contractors.
• Provide onsite customer service to walk-in customers and facilitate onsite equipment viewings.
• Attend to customers' calls and effectively communicate with customers throughout the service or sales process, to ensure high levels of customer satisfaction.
• Assist in coordinating road and/or shop technicians.
• Create work orders and complete quotes for required service needs.
• Complete repair estimates and follow up with customer for approval to proceed with work.
• Ensure work orders are closed and invoiced.
• Support the Parts Department including the shipping and receiving of inventory, lookup, and sourcing of parts.
• Open and close invoices, process core and warranty returns, and new return merchandise as required at a point of sale.
• Keep parts department, inventory warehouse, shipping and receiving clean and orderly.
• Receive, ship, and organize equipment for the sales department.
• Coordinate rentals by creating contracts, invoicing customers, and documenting returns (including taking pictures, completing inspection reports, and documenting damage).
• Assist with rentals by coordinating the preparation of rental equipment for pick-up and delivery; documenting returns (including taking pictures, completing inspection reports, and documenting damage).
• Collect payment from customers and other general administrative duties as required.
• Arrange freight for pick-up and delivery of service work as required.
• Actively promote and instill a customer focus within the branch operations team.
• Obtain and maintain high levels of customer satisfaction in all customer interactions as evidenced by customer feedback and net promoter scores.
• Promote and maintain a safe working environment complying with all health and safety policies, procedures and legislation. Use dealership equipment and resources safely and proficiently.
• Other responsibilities as assigned.

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Knowledge, Skills and Abilities:
 

• Able to work closely with Management to support business operations.
• Highly confident and able to make sound decisions.
• Strong communication skills.
• Independent, thoughtful, friendly, and caring.
• Must have good time-management skills.
• Ability to use Outlook, Microsoft Teams, and other Customer Relations Software.
• Experience with Tinnacity a plus.
• Ability to stand for prolonged period of time, lift 50 pounds, and power wash equipment.
• Able to work in an environment with frequent exposure to the elements.

Training, Education and Experience:
 

• 2 years of experience supporting business operations.
• 3-4 years of experience as a service advisor, part person, or in a senior administrative role.
• Equipment experience considered an asset.
• Must have a valid driver’s license and a clean driving record.
• High School Diploma

Values:

• Build trust – with customers and each other.
• Be a team player – commit to working together to win.
• Be customer-focused – “wow” customers so they become raving fans.
• Support community – care for our people, our community and our planet.
• Deliver results – know what you need to do and get it done.

Working Conditions: The Branch Coordinator is based out of the Kelowna office and works 40 hours on average per week Monday to Friday.






 

Privacy Notice for Job Applicants: By applying, you consent to share your name and email with our third-party assessment provider solely for assessment purposes, if required. We will manage your data confidentially and will not use it for any other purpose. If you have any concerns, please contact our HR department at careers@williamsmachinery.com.

Selection Process Notification: Due to the volume of applications, we will contact only the shortlisted candidates. Thank you for considering career opportunities with Williams Machinery.

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