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Financial Service Representative
3 months ago
- Create a customer-oriented culture where customers are respected including welcoming customers with greetings and providing walk-in customers with tea/coffee/water
- Manage inbound/outbound calls in a timely, friendly and effective manner
- Provide quality services to clients over the phone, through the Internet and/or face to face
- Perform customer verification in accordance with requirements and policies
- Identify and assess customers’ needs to reach solutions and achieve satisfaction
- Keep records of communication with customers and records of transactions
- Communicate and coordinate with internal departments when necessary
- Build sustainable relationships with customers through trust and communication
- Attend training sessions to improve knowledge and performance, such as the regulations and guidelines issued by FINTRAC as well as OTT’s internal policies
- Ensure accuracy and effectiveness in using OTT’s business processing systems
- Meet personal/team qualitative and quantitative targets
- Maintain a cleaning work environment
- Achieve a score no less than 90% in each of the ongoing training assessments
- Strong phone contact handling skills and active listening
- Familiarity with CRM systems and practices
- Customer orientation and ability to adapt/respond to different types of circumstances
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- Mandarin proficiency is mandatory in order to service our Mandarin speaking clients