NOC 64400 - Customer services representatives - financial institutions

GreenTech Resources Worldwide Canada • Moose Jaw, SK

7d

About The Position

Provide front-line customer service and support to clients of financial institutions. Assist with account inquiries, transactions, and product information while maintaining confidentiality.

Requirements

• Secondary school diploma or equivalent.
• Minimum one year of customer service experience; experience in financial services preferred.
• Working knowledge of common banking products, account services and transaction processing.
• Proficiency with office software and the ability to learn proprietary banking systems and applications.
• Strong communication skills and ability to handle confidential client information professionally.

Nice To Haves

• Post-secondary certificate or diploma in business, finance, or a related field is an asset.

Responsibilities

• Respond to customer inquiries via phone, email, and in person, providing accurate information and assistance.
• Process account transactions such as deposits, withdrawals, transfers, and payments according to procedures.
• Open, update and close customer accounts, ensuring required documentation is complete and accurate.
• Identify and resolve customer concerns and escalations, escalating complex issues to appropriate teams when necessary.
• Provide information on financial products and services and refer customers to specialists for advanced needs.
• Maintain accurate records of customer interactions and transactions in banking systems and update client files.

Benefits

• competitive wages
• supportive work environment
• opportunities for growth
• training support
• other employer-specific benefits depending on the position and location

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED