Financial Services Representative

Shinhan Bank Co., Ltd.; Toronto; Hybrid; CAD 40,000 - 65,000; Full time

Job summary

Shinhan Bank Co., Ltd. in Toronto is seeking a Customer Service & Banking Associate to greet customers and engage in sales, service and information conversations. You will promote Shinhan Bank’s products by listening to customer needs and resolving questions with sound advice.

You will complete financial transactions, loans, and account activities with precision, build relationships with VIP and business clients, ensure regulatory compliance, and support branch operations.

Qualifications

• Bachelor’s Degree required.
• 1–3 years of work experience.
• Ability to work legally in Canada.
• Strong in assessing customer needs and giving quality advice.

Responsibilities

• Greet customers and engage in sales, service and information conversations.
• Proactively promote Shinhan Bank products by listening to customers’ needs.
• Resolve customer problems promptly and escalate when required.
• Process financial transactions accurately (accounts, deposits, withdrawals, payments).
• Complete loan applications and related servicing tasks with accuracy.
• Develop and maintain relationships with VIP and business customers.
• Ensure due diligence and compliance with bank policies and regulations.
• Assist with branch opening/closing and day-to-day operations.
• Handle FX documents (Import & Export Doc. DA/DP/LC).

Skills

Customer needs assessment

Interpersonal skills

Attention to detail

Organization & prioritization

Teamwork

Communication

Initiative

Adaptability

Learning mindset

Education

Bachelor’s Degree

Tools

MS Office

ERP (Aither)

Job description

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 sound advice at every customer interaction to create a positive customer experience
• Complete financial transactions; opening/closing accounts, deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently
• Complete a variety of account transactions; conduct customer interviews, and complete loan applications, approvals, payoff for customers accurately and efficiently
• Develop and maintain relationships with the KSC, community, existing and new depository/loan customers
• Professionally serve existing VIP and business customers
• Ensure necessary due diligence is taken to support the accuracy of all customer transactions
• 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
• Understand and apply bank/branch operating policies and procedures – including assisting with the branch opening and closing procedures on a rotational basis
• Handle F/X(Import & Export Doc. DA/DP/LC)
• Loan servicing tasks such as deliver the funds, monitoring/collecting payments, collecting fees, conduct customer interview for loan application and collecting signatures, etc.
• Support administrative tasks relating to loans such as loan renewals and documentation, etc.
• Additional duties as deemed necessary

Job Requirements

Education Requirements: Bachelor’s Degree

Work Experience Requirements: 1-3 years

• 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

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