customer service representative - financial services

Government of Canada; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A government agency in Toronto is seeking a qualified individual to manage financial transactions and provide customer service in person. The ideal candidate will have a College/CEGEP education in Accounting and possess strong customer service skills. Responsibilities include balancing transactions, processing banking activities, and promoting financial services. This is an on-site role with no remote work options, offering benefits like a dental plan and commission.

Benefits

Dental plan

Health care plan

Commission

Qualifications

• 1 year to less than 2 years of experience in a relevant field.
• Proficiency in English.

Responsibilities

• Balance daily transactions.
• Open and close personal and commercial accounts.
• Process banking transactions.
• 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.

Skills

Customer service skills

Financial management knowledge

Education

College/CEGEP in Accounting

Job description

Overview - Languages

English

Education

• College/CEGEP
• Accounting and related services, other

Experience

1 year to less than 2 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Financial management/services
• On-site customer service

Responsibilities / Tasks

• Balance daily transactions
• Open and close personal and commercial accounts
• Process banking transactions
• 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

Benefits - Health

• Dental plan
• Health care plan

Financial benefits

• Commission