Financial Services Representative

2 weeks ago


Toronto, Canada Shinhan Bank Canada Full time

The Financial Services Representative (FSR) understands customers’ banking needs and provides appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. This role will contribute to the growth of the business by developing and deepening the new and existing customer relationships and will be responsible for meeting and exceeding specific, individual and team based business goals. The Financial Services Representative reports to the Branch Manager.

**Essential Duties & Responsibilities**:

- 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
- 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
- Handle F/X(Import & Export Doc. DA/DP/LC)
- Support administrative tasks relating to loans such as loan renewals and documentation, etc.
- Additional duties as deemed necessary

**Job Types**: Full-time, Permanent

**Salary**: $49,440.00-$58,090.00 per year

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Life insurance
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Overtime pay

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- banking: 1 year (preferred)
- Financial services: 1 year (preferred)

Work Location: In person



  • Toronto, Canada OTT Financial Group Full time

    OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are...


  • Toronto, Canada Educators Financial Group Full time

    **Job Summary**: Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario...


  • Toronto, Canada Northbridge Financial Corporation Full time

    **What it’s like to be a Northbridge Claims** **Service Representatives**: As a Claims Service Representative, you will be part of a dynamic team that prides itself on having a sharp eye on detail while keeping the customer experience top of mind. Our Claims Service Representatives are on our front-line, receiving all incoming inquiries calls and setting...


  • Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community. We believe our employees are our...


  • Toronto, Canada BMO Financial Group Full time

    2 Queen Street East Toronto Ontario,M5C 3G7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Toronto, Canada Co-operators General Insurance Company Full time

    **Company**: CGIC/Co-operators **Department**: Retail Sales **Employment** Type: Regular Full-Time **Work Model**: Hybrid **Language**: This role operates in English **Job Grade**: 0-Not Applicable **The Opportunity** We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our...


  • Toronto, Canada Northbridge Financial Corporation Full time

    **What it’s like to be a Northbridge Claims** **Service Representatives**: As a Claims Service Representative, you will be part of a dynamic team that prides itself on having a sharp eye on detail while keeping the customer experience top of mind. Our Claims Service Representatives are on our front-line, receiving all incoming inquiries calls and setting...


  • Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Toronto, ON time type Full time posted on Posted 4 Days Ago job requisition id 2321754 We’re building a relationship-oriented bank for the modern world. We...


  • Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Toronto, ON time type Full time posted on Posted 4 Days Ago job requisition id 2321754 We’re building a relationship-oriented bank for the modern world. We...


  • Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Toronto, ON time type Full time posted on Posted 4 Days Ago job requisition id 2321754 We’re building a relationship-oriented bank for the modern world. We...

  • Financial Services Representative II

    Found in: Jooble CA O C2 - 1 week ago


    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative II page is loaded Financial Services Representative II Apply locations Toronto, ON time type Full time posted on Posted 4 Days Ago job requisition id 2321754 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Claims Service Representative, First Notice of Loss

    Found in: Talent CA C2 - 1 week ago


    Toronto, Canada Northbridge Financial Corporation Full time

    What it’s like to be a Northbridge Claims Service Representatives :   As a Claims Service Representative, you will be part of a dynamic team that prides itself on having a sharp eye on detail while keeping the customer experience top of mind. Our Claims Service Representatives are on our front-line, receiving all incoming inquiries calls and setting...


  • Toronto, Canada BMO Financial Group Full time

    60 Yonge Street Toronto Ontario,M5E 1H5 - Seeks, recognizes and acts upon opportunities to expand business relationships. - Answers inquiries and provides accurate information about insurance products. - Responds to information requests and follows established protocols. - Resolves issues escalating as required. - Processes client service requests and...


  • Toronto, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague._ When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different type of team—we’re collaborative and supportive and have the freedom and...

  • Claims Service Representative, First Notice of Loss

    Found in: Talent CA C2 - 1 week ago


    Toronto, Canada Northbridge Financial Corporation Full time

    What it’s like to be a Northbridge Claims Service Representatives :   As a Claims Service Representative, you will be part of a dynamic team that prides itself on having a sharp eye on detail while keeping the customer experience top of mind. Our Claims Service Representatives are on our front-line, receiving all incoming inquiries calls and setting...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...