customer service representative - financial services

Education

• Secondary (high) school graduation certificate

Work setting

• Contact centre

Tasks

• Balance daily transactions
• Process banking transactions
• Promote financial products and services
• Answer enquiries and resolve problems or discrepancies concerning customers' accounts
• Process received information required to open accounts and savings plans and purchasing bonds
• Answer clients' inquiries and provide information

Computer and technology knowledge

• MS Windows
• Internet
• MS Excel
• MS Outlook
• MS PowerPoint
• MS Word

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Repetitive tasks
• Tight deadlines
• Work under pressure

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Organized
• Team player
• Time management
• Ability to multitask
• Quick learner

Screening questions

• Are you available for the advertised start date?
• Are you currently legally able to work in Canada?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?

Experience

• 1 year to less than 2 years

Workplace information

• Hybrid

Health benefits

• Dental plan
• Disability benefits
• Health care plan

Financial benefits

• Bonus
• Registered Retirement Savings Plan (RRSP)

Long term benefits

• Maternity and parental benefits
• Tax-Free Savings Account (TFSA)

Other benefits

• Deferred Profit Sharing Plan (DPSP)