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Financial services representative Jobs in Ottawa, ON

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Financial services representative • ottawa on

Last updated: 6 hours ago
Financial Services Representative

Financial Services Representative

YNCUOttawa, ON, CA
Full-time +1
Regular, Part-time • Posting # : 26-11 • Union : Unifor.Hours of Work : 10 : 00 am to 2 : 00 pm Mon-Fri (additional hours will be required for full-time vacation coverage). Are you a community-minded perso...Show moreLast updated: 6 days ago
Customer Services Representative

Customer Services Representative

Bank of MontrealOttawa, Ontario, Canada
Part-time
Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...Show moreLast updated: 30+ days ago
  • Promoted
Residence Services Representative

Residence Services Representative

Campus Living CentresNepean, ON, Canada
Full-time
Position Summary and Job Magnitude.The Residence Services Representative is responsible for responding to student and guest inquiries, service requests, and carrying out daily operational duties.Th...Show moreLast updated: 30+ days ago
Financial Service Representative - Office 1641

Financial Service Representative - Office 1641

Cash MoneyOttawa, ON, CA
Full-time
If you're seeking more than just a job, join Cash Money and kickstart your career!.Are you ready to make a difference in the world of consumer finance? At Cash Money, a proud member of the Attain F...Show moreLast updated: 9 days ago
Entry Level Financial Services

Entry Level Financial Services

Spade RecruitingOttawa, ON, Canada
Permanent
AIL is a leading insurance and supplemental benefits provider.The company provides its clients with value and unbeatable customer service with complete transparency and integrity.That's what makes ...Show moreLast updated: 30+ days ago
Residence Services Representative

Residence Services Representative

Woodroffe StaffOttawa, ON, CA
Full-time
Career Opportunities with Campus Living Centres.Careers At Campus Living Centres.Current job opportunities are posted here as they become available. The Residence Services Representative is responsi...Show moreLast updated: 30+ days ago
Relationship Manager, Commercial Financial Services - Ottawa, ON

Relationship Manager, Commercial Financial Services - Ottawa, ON

RBCOttawa, ON, CA
Full-time
Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is about professional relationship management and delivering top-...Show moreLast updated: 13 days ago
Financial Services Representative - Full Time

Financial Services Representative - Full Time

Meridian Credit UnionOttawa, ON, CA
Full-time
At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity and meet peop...Show moreLast updated: 5 days ago
Senior Associate, Consulting Financial Services, Insurance

Senior Associate, Consulting Financial Services, Insurance

PricewaterhouseCoopersOttawa, Ontario, Canada
Full-time
At PwC we provide professional services to our clients with a focus on optimizing operational efficiency and effectiveness and increasing their ability to serve the Canadian market.Our valued team ...Show moreLast updated: 5 days ago
Financial Insurance Representative

Financial Insurance Representative

Serenia Life FinancialOttawa, ON, CA
Full-time
Imagine building your career with a company that is both Human and Kind….At Serenia Life Financial, we’ve been helping Canadians protect the people they love and live generously for nearly 100 year...Show moreLast updated: 5 days ago
Sales Representative - Facility Services

Sales Representative - Facility Services

Cintas CanadaOttawa, ON, CA
Full-time
Sales Representative - Facility Services.Cintas is seeking a Sales Representative to focus on new business-to-business account development in our Facility Services Division.Responsibilities include...Show moreLast updated: 30+ days ago
Administrative Assistant (Financial Services Advisor Support)

Administrative Assistant (Financial Services Advisor Support)

Recrute ActionOttawa, Ontario, Canada
Full-time +1
Administrative Assistant (Financial Services / Advisor Support).The incumbent will play a key role in supporting our corporate advisors by handling administrative tasks client service and account m...Show moreLast updated: 30+ days ago
Financial Service Representative

Financial Service Representative

Moneymart Inc.Ottawa, ON, CA
Full-time
At Money Mart, we’re more than a financial services provider – we’re the catalyst for financial empowerment.Our mission is to be North America’s leading non‑prime lender, serving a diverse range of...Show moreLast updated: 30+ days ago
Financial Service Representative

Financial Service Representative

Money MartOttawa, ON, CA
Full-time
At Money Mart, we are a leading non‑prime lender helping Canadians reach financial goals through diverse loan products, check cashing, currency exchange, money transfers and prepaid cards.Monthly b...Show moreLast updated: 30+ days ago
Bilingual Trade Representative (EN / FR) – Financial Services

Bilingual Trade Representative (EN / FR) – Financial Services

MD Financial ManagementOttawa, ON, CA
Full-time
A financial services company in Ottawa is seeking a dedicated professional to enhance client relationships while ensuring effective management of transactions and services in compliance with financ...Show moreLast updated: 1 day ago
Independent Financial Services Planner

Independent Financial Services Planner

Desjardins Financial Security Independent Network - Ottawa #118Ottawa, ON, CA
Full-time
A leading financial services network in Ottawa is seeking motivated individuals to join as Financial Advisors.This role allows you to be your own boss, with access to multiple insurers and a variet...Show moreLast updated: 1 day ago
Financial Service Representative - Office 1641

Financial Service Representative - Office 1641

Attain FinanceOttawa, ON, CA
Full-time
If you're seeking more than just a job, join Cash Money and kickstart your career!.Are you ready to make a difference in the world of consumer finance? At Cash Money, a proud member of the Attain F...Show moreLast updated: 9 days ago
  • New!
Financial Services Representative

Financial Services Representative

Canadian Imperial Bank of CommerceGatineau, Quebec, Canada
Full-time
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 6 hours ago
Hybrid Call Center Agent - Financial Services

Hybrid Call Center Agent - Financial Services

Bill Gosling OutsourcingOttawa, ON, CA
Full-time
An established industry player is seeking enthusiastic Call Center Agents to join their dynamic team.This role involves engaging with customers, providing exceptional service, and navigating compan...Show moreLast updated: 30+ days ago
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Financial Services Representative

Financial Services Representative

YNCUOttawa, ON, CA
6 days ago
Job type
  • Full-time
  • Part-time
Job description

Overview

Location : Ottawa

Regular, Part-time

  • Posting # : 26-11
  • Union : Unifor

Hours of Work : 10 : 00 am to 2 : 00 pm Mon-Fri (additional hours will be required for full-time vacation coverage)

Rate of Pay : $23.69

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

The Role

As an integral part of the sales and services team, the FSR, as the first point of contact with members and potential members, is fully knowledgeable of features, benefits, target market, and operating conditions (including required documents) of the full range of personal products and services offered by the credit union. To ensure high levels of service are maintained the FSR may be called upon to assist other FSRs and complete routine transactions for members.

The FSR is responsible for servicing members consistent with the credit union’s objectives for member service and profitability. The FSR promotes retention of quality, profitable member relationships by thoroughly resolving both ongoing member satisfaction with the credit union’s products and services and supporting the achievement of branch objectives.

Responsibilities

  • Process routine teller transactions initiated in person, online, by phone and email
  • Complete direct deposit forms, payroll deductions, and personal information changes
  • Input member credit cared applications and follows up accordingly.
  • Process cheque orders through third party supplier
  • Maintain cash custody, balance cash daily, adheres to teller transaction limits
  • Adheres to operational policies and procedures
  • Responsible for cash orders
  • Submit cheque images for deposit through Central One
  • Responsible for cash orders
  • Responds to inquiries regarding registered products (RRSP,RRIF,TFSA)
  • Process RRSP and TFSA withdrawals, deposit transfers, and other transactions
  • Process new term deposits, renewals and cancellation instructions
  • Resolve ATM card and POS transaction problems or concerns
  • Prepare wire transfers
  • This position is to replace an existing vacancy within our team.

    What We Are Looking For

  • Previous experience in financial services, retail banking, or a client-facing service role preferred
  • Demonstrated success in delivering exceptional member or customer experiences.
  • Previous cash experience preferred.
  • Must be bondable.
  • Why work at YNCU?

    YNCU Employees Get To Be a Part Of The Growing Credit Union Movement And Help Us Get The Word Out On Why Banking Locally Is So Important. We’re Your Friendly, Helpful, And Financially Savvy Neighbour Who Provides Tailored Financial Services To Our Members, Supports Small Businesses, Creates Local Jobs, And Gives Back To Causes That Matter. Through Our Good Neighbours Employee Volunteer Program And Monthly Staff Donation Draws, We Even Let You Choose The Causes We Donate To And Support. YNCU Is Recognized For The Following :

  • B Corp Certified
  • Competitive Compensation, Incentive Programs and Benefits
  • Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, and LIFT Virtual Fitness
  • Training and Development Opportunities
  • Community Sponsored Events Employee and paid Volunteer opportunities
  • Opportunities to get involved with fun and meaningful committees
  • Free banking account
  • Discounted Employee Rates
  • To be considered for this opportunity please submit resume and cover letter to careers@yncu.com.

    YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

    YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

    Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com.

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