Customer Service Representative

Shinhan Bank Canada; Coquitlam; On-site; CAD 38,000 - 48,000; Full time

Job summary

Shinhan Bank Canada is seeking a Customer Service Representative (CSR) to engage customers, understand their banking needs, and promote bank products. The CSR will resolve issues, process transactions, and maintain accurate records while ensuring compliance and risk controls.

The role emphasizes strong interpersonal skills, attention to detail, and the ability to build lasting customer relationships within the Canadian banking market.

Qualifications

• Secondary School Diploma required; Bachelor's degree preferred.
• Less than 1 year of experience.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Greet and engage customers in sales, service and informational conversations.
• Proactively promote Shinhan Bank’s products and services by listening to customer needs.
• Resolve customer problems promptly and escalate issues as required.
• Provide excellent service to meet day-to-day banking needs.

Skills

Needs assessment

Interpersonal skills

Attention to detail

Prioritization

Teamwork

Education

Secondary School Diploma

Bachelor's Degree

Tools

MS Office

ERP (Aither)

Job description

The Customer Service Representative (CSR) helps advance our Bank’s market position and financial growth, and establish Shinhan’s presence in the community. The CSR is a strong relationship builder who is able to develop a rapport with new clients and provide support that will continually improve the relationship and advance our Bank’s presence in the industry.

Key Responsibilities & Accountabilities

• Create a positive “First Impression” by greeting and engaging customers in a range of sales, service and informational conversations
• Proactively promote Shinhan Bank’s products and services by listening to and identifying the needs of customers
• Resolve customer problems and concerns promptly, escalating issues as required
• Provide excellent service to customers to meet their day-to-day banking needs
• Complete financial transactions; opening/closing/renewing accounts, deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently
• Ensure the necessary due diligence is taken to support the accuracy of all customer transactions
• Adhere to control standards, identify and manage the risk associated with the customer relationship, including credit risk, operational risk and financial crime (Fraud and Anti-Money Laundering) Risk
• Manage on reserved cash through currencies possession of Notes and Coins, cash order and shipment, night deposit and brinks deposit
• Contribute to the achievement of branch KPI objectives by meeting or exceeding individual sales goals
• Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
• Identify and refer customers to team members and internal bank partners as appropriate
• Handle clearing services and remittance (inward, outward and internet banking)
• Managing branch supplies and expense budget
• Additional duties as deemed necessary

Job Requirements

Education Requirements: Secondary School Diploma is required; Bachelor’s Degree is preferred.

Work Experience Requirements: <1 year of experience

• Skilled in assessing new and existing customer’s needs, providing quality advice and recommendations
• Strong interpersonal skills, ability to build quality, long-term relationships with clients
• Advanced word processing and computer skills (Word, Excel, Power Point etc.)
• Strong attention to detail
• Demonstrated skills to effectively organize and prioritize high volume of work
• Strong teamwork orientation
• Legally eligible to work in Canada

Knowledge & Skills

Adaptability & Flexibility
Learning mindset (Continuous learning)
Collaboration & Teamwork
Effective interactive communication
Initiative
Innovativeness
Information/ Data seeking
Attention to detail and quality
Knowledge of Administration processes, practices and procedures
Risk, compliance and audit mindset
MS Office, ERP (Aither)