customer service representative - financial services

apartmentMCAP placeToronto calendar_month 

Overview

Languages

Bilingual

Education
  • Secondary (high) school graduation certificate

Experience

1 year to less than 2 years

Hybrid

Work must be completed both in person and remotely.

Work setting
  • Contact centre

Responsibilities

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

Experience and specialization

Computer and technology knowledge
  • MS Windows
  • Internet
  • MS Excel
  • MS Outlook
  • MS PowerPoint
  • MS Word

Additional information

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

Benefits

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)
electric_boltImmediate start

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