APPLY NOW AND GET HIRED! Customer Services Representatives – Financial Institutions Jobs in Canada (NOC 64400)

Customer Services Representatives – Financial Institutions Jobs in Canada (NOC 64400)

Job Description:

• Arrange meetings with clients to discuss their financial needs and goals.
• Collect relevant customer information to recommend investment options that are appropriate to the client’s financial circumstances.
• Monitor market conditions to determine how different changes could affect your taxes and investments.
• Advising customers on how to apply for mortgages and loans.
• Develop and maintain long-term customer relationships to encourage customer retention and referrals. Contact potential customers by phone to inform them of the various financial products and services on offer.
• Proposing possible solutions to improve the financial situation of the client.
• Develop in-depth knowledge of our financial products to advise clients accordingly.
• Liaise with customers to resolve product or account issues or concerns, such as opening new accounts or transferring funds between accounts.
• Process transactions such as deposits, withdrawals or loan repayments on behalf of customers.
• Process bank transfers and other complex transactions.
• Review account statements and other financial documents to ensure accuracy of entries.
• Perform cash handling tasks, such as processing customer payments using automated teller machines (ATMs) or handheld devices.
• Provide information about banking products and services to potential customers.
• Process account transactions such as deposits, withdrawals or loan repayments on behalf of customers.
• Answer questions about account balances and other general customer service inquiries.
• Maintain accurate records of account activity and transactions to ensure compliance with industry standards and regulations.

Customer Services Representatives – Financial Institutions Jobs in Canada (NOC 64400)

Job Requirements:

• Bachelor’s degree in finance, economics, accounting or related field.
• Appropriate state license.
• Proven experience as a financial services representative.
• Have good knowledge of financial law.
• Proficient in all Microsoft Office applications. Solid math skills.
• Excellent analytical, organizational and problem-solving skills.
• Ability to communicate effectively.
• Outstanding customer service skills.

Terms of Employment:

• Full time
• Permanent
• 37.5 to 43 hours per week
• Day, Evening, Weekend

Salary: $14.87 – $18.97 per hour

Required Years of Experience: 1 year to 2 years

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We are a Canadian Immigration, Recruitment & Settlement company based in Canada with multiple branches across the globe. We help our clients who have decided to take the plunge and relocate to the land of opportunities, by offering services related to the scope of employment and education. We at GTR Worldwide ensure that we offer visa consultancy services pertaining to Canada in the best way to make immigrants feel at home. We assist a wide range of clients and agents from all over the world and work to build their strengths and confidence that would, in turn, help them to flourish in the country.

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Disclaimer: The job postings published by GTR Worldwide on this website are for future openings. Postings are based on jobs that are in demand for the coming years in Canada. Due to high volumes of applications received, this website cannot guarantee if any of the positions are still open and employment to everyone applying for the positions.
GTR Worldwide is not responsible for the wages, working conditions, safety or any other aspects of employment. Every candidate is responsible to do their own research about the organization and make wise decisions before accepting any position or offer.

For your own safety and security, it is advised not to share your banking information on the website.
We will not post jobs that appear to discriminate against applicants on any basis.
If you have any concerns, feel free to contact us by calling us on our toll-free number (1855-477-9797) or via email at info@gtrworldwide.com