NOC 64400 - Customer services representatives - financial institutions

Gtrworldwide; Moose Jaw; On-site; CAD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive wages

Training support

Job summary

GTR Worldwide in Canada is hiring for front-line customer service roles within financial institutions. You will assist with account inquiries, process transactions, and provide product information while maintaining confidentiality.

Open to candidates with at least a secondary school diploma, one year customer service experience, and the ability to handle confidential client information professionally. This position offers growth opportunities and a supportive work environment.

Qualifications

• 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.

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.

Skills

Customer service

Communication

Problem solving

Numeracy

Attention to detail

Data entry

Education

Secondary school diploma

Post-secondary certificate or diploma in business/finance

Job description

Job Summary

Provide front-line customer service and support to clients of financial institutions. Assist with account inquiries, transactions, and product information while maintaining confidentiality. Number of Positions 4

Main Duties

• 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.

Requirements

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

Required Skills

• Customer service and client relationship management
• Effective verbal and written communication
• Problem solving and conflict resolution
• Numeracy and accuracy for handling financial transactions
• Attention to detail and strong record-keeping
• Comfortable with computer systems and data entry

Benefits

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

About GTR Worldwide

About GTR Worldwide We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement. At GTR Worldwide, we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.