financial customer service representative
- Work Term : Permanent
- Work Language : Bilingual
- Hours : 40 hours per week
- Education : Bachelor's degree
- Experience : 1 to less than 7 months
Work setting
- Financial management / services
- Contact centre
Tasks
- Promote financial products and services
- Store, update and retrieve financial data
- 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
Type of experience
Call centre
Security and safety
- Credit check
- Criminal record check
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
- Judgement
- Organized
- Team player
- Time management
- Ability to multitask
- Quick learner
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Bonus
- Group insurance benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP)
Long term benefits
- Long-term care insurance
- Maternity and parental benefits
Other benefits
- Learning / training paid by employer
- On-site amenities
- On-site recreation and activities
- Paid time off (volunteering or personal days)
- Team building opportunities
- Parking available
- Wellness program
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