Financial Services Associate

The Financial Services Associate (FSA) plays a key role to advance our Bank’s market position and financial growth, and advance Shinhan’s presence in the community.

The FSA 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 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
• 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.
• Manage assist compliance (EDD/Monthly Compliance Review Report)
• Handle F/X (Import & Export Doc. DA/DP/LC)
• Handle Deposit Renew & Transfer RRSP & TFSA
• Additional duties as deemed necessary

Job Requirements

Education Requirements : Bachelor's Degree

Work Experience Requirements : 3-5 years

• Skilled assessing new and existing customer needs, providing quality advice and recommendations
• Strong communication skills (verbal and written)
• Strong attention to detail and demonstrated skills to effectively organize and prioritize work volumes
• Sound Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structures
• Ability to generate new business, identify business opportunities – grow and maintain client relationships
• Flexibility to withstand unpredictable changes to schedule and deadlines
• Strong teamwork orientation
• Strong interpersonal skills, ability to build quality, long-term relationships with clients
• Advanced computer skills (Word, Excel, PowerPoint etc.)
• Must be 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)