Financial Services Officer

4 months ago


Mississauga, Canada ICICI Bank Ltd Full time

Job description

ICICI Bank Canada is a wholly-owned subsidiary of ICICI Bank Limited which has its headquarters in Mumbai, India. ICICI Bank Limited is a leading private sector bank in India..

Established in December 2003, ICICI Bank Canada is a full-service direct bank with an asset base of about C$6.5 billion as at December 31, 2019, and it is a member of the Canada Deposit Insurance Corporation. The Bank offers a wide range of financial solutions to cater to personal, commercial, corporate, investment, treasury and trade requirements.

We provide a stimulating and rewarding environment with significant opportunity for personal growth, competitive salary and benefits package.

We are currently seeking a qualified banking professional for the Financial Service Officer position.

**Areas of Responsibilities**:

- Own assigned business targets on branch products to be serviced through branches.
- Ensure achievement of monthly as well as annual business and revenue targets through existing relationship management and acquiring new customer base.
- Attend to new walk-in customers promoting bank’s services and products and ensure conversion.
- Ensure relationship management, make calls to existing customers and welcome calls to new customers.
- Plan and execute promotional and marketing activities to acquire new clients and deepen existing relationships.
- Plan and execute customer satisfaction campaigns in the branch to ensure high quality customer service.
- Increase fee revenue without any revenue leakage.
- Attend and manage customers in an orderly manner in branch lobby for better customer experience and quick service.
- Coordinate with CSRs to provide good service to customers.
- Render excellent service to the customer with a pleasant demeanor.
- Update daily, monthly and annual sales MIS.
- Filing and maintenance of records and documentations.
- Ensure coaching and training on existing and new products to team members as directed.
- Actively participate in specific projects/new activities.
- Act as a back up to CSRs if required.
- Participate in any other activities in order to facilitate smooth operation of the branch or as assigned by the reporting authority.
- Ensure all Bank’s policies, corporate security policies, regulatory guidelines, Industry service standards and codes of conduct are adhered to.
- Take ownership of client complaints/issues, initiating action, following up with respective units and resolving the problem within stipulated timeframe and keeping the clients informed during the process
- Identify process improvement opportunities and strive for continuous improvements
- Other duties as assigned.

**Functional Skills**:
1. Knowledge of branch operations, retail deposits and lending products.

2. Knowledge of banking processes and laws.

3. Knowledge of marketing concepts and price mechanism of financial products

4. Knowledge of statutory compliance related to branch operations, processes and products.

**Benefits**:

- Dental care
- Extended health care
- RRSP match
- Vision care

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay
- Overtime pay

Ability to commute/relocate:

- Mississauga, ON: reliably commute or plan to relocate before starting work (required)

Work Location: In person



  • Mississauga, 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...


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

    {"title": "Financial Services Officer", "description": "Role SummaryAs a Financial Services Officer at DUCA Financial Services Credit Union Ltd., you will play a key role in helping our members achieve their financial goals. You will establish strong relationships with members, understand their needs, and provide personalized financial advice and solutions...


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

    {"title": "Financial Services Officer", "description": "Role SummaryAs a Financial Services Officer at DUCA Financial Services Credit Union Ltd., you will play a key role in helping our members achieve their financial goals. You will establish strong relationships with members, understand their needs, and provide personalized financial advice and solutions...


  • Mississauga, 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...


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

    Financial Services OfficerAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our team. As a key member of our retail banking department, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and provide...


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

    Financial Services OfficerAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our team. As a key member of our retail banking department, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and provide...


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

    Financial Services Officer Job DescriptionAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our team. As a key member of our branch advisory team, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and...


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

    Financial Services Officer Job DescriptionAt DUCA Financial Services Credit Union Ltd., we're seeking a highly skilled Financial Services Officer to join our team. As a key member of our branch advisory team, you'll play a vital role in helping our members achieve their financial goals.Key Responsibilities:Establish strong relationships with members and...


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

    Why DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...


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

    Why DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve. We...

  • Financial Officer

    5 months ago


    Mississauga, Canada FRAM Slokker Financial Services LP. Full time

    Education: Bachelor's degree - Experience: 5 years or more **Tasks**: - Calculate and prepare cheques for payroll - Calculate fixed assets and depreciation - Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems - Maintain general ledgers and financial statements - Post journal...

  • Credit Officer

    4 days ago


    Mississauga, Ontario, Canada H & B Financial Group Ltd. Full time

    Credit Officer Role at H & B Financial Group Ltd.We are seeking a skilled Credit Officer to join our team at H & B Financial Group Ltd. The successful candidate will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and promoting the sale of credit and loan services.Key Responsibilities:Approve or reject...

  • Credit Officer

    4 days ago


    Mississauga, Ontario, Canada H & B Financial Group Ltd. Full time

    H & B Financial Group Ltd. is seeking a skilled Credit Officer to join our team. As a Credit Officer, you will be responsible for approving or rejecting loan applications, completing credit and loan documentation, and researching and evaluating loan applicants' financial status.Key Responsibilities:Approve or reject loan applications based on...

  • Office Supervisor

    4 weeks ago


    Mississauga, Ontario, Canada Limitless Financial Services Inc. Full time

    Job Title: Office SupervisorLimitless Financial Services Inc. is seeking a highly skilled Office Supervisor to join our team. As an Office Supervisor, you will be responsible for overseeing the day-to-day operations of our office, ensuring a smooth and efficient work environment.Key Responsibilities:Train and develop team members to enhance their skills and...

  • Office Supervisor

    4 weeks ago


    Mississauga, Ontario, Canada Limitless Financial Services Inc. Full time

    Job Title: Office SupervisorLimitless Financial Services Inc. is seeking a highly skilled Office Supervisor to join our team. As an Office Supervisor, you will be responsible for overseeing the day-to-day operations of our office, ensuring a smooth and efficient work environment.Key Responsibilities:Train and develop team members to enhance their skills and...


  • Mississauga, Ontario, Canada MINHAS FINANCIAL SERVICES INC Full time

    Job SummaryWe are seeking an experienced Administrative Officer to join our team at MINHAS FINANCIAL SERVICES INC. The successful candidate will be responsible for providing administrative support to our office, ensuring that all procedures are followed and deadlines are met.Key ResponsibilitiesEstablish work priorities and ensure procedures are followed and...


  • Mississauga, Canada M|A Financial Full time

    '''Duties''' We are currently seeking an experienced and dedicated Chief Financial Officer (CFO) to join our close-knit team and play a pivotal role in securing financial support and investment opportunities for our continued growth. Your duties will include: - Develop and implement financial strategies to raise capital and secure financial support for the...


  • Mississauga, Ontario, Canada MINHAS FINANCIAL SERVICES INC Full time

    Job Title: Administrative OfficerWe are seeking a highly organized and detail-oriented Administrative Officer to join our team at MINHAS FINANCIAL SERVICES INC.Key Responsibilities:Establish and prioritize work tasks to ensure efficient completion of administrative duties.Administer policies and procedures related to record release and government access to...


  • Mississauga, Ontario, Canada MINHAS FINANCIAL SERVICES INC Full time

    Job Title: Administrative OfficerWe are seeking a highly organized and detail-oriented Administrative Officer to join our team at MINHAS FINANCIAL SERVICES INC.Key Responsibilities:Establish and prioritize work tasks to ensure efficient completion of administrative duties.Administer policies and procedures related to record release and government access to...


  • Mississauga, Ontario, Canada MINHAS FINANCIAL SERVICES INC Full time

    Job Title: Administrative OfficerWe are seeking a highly organized and detail-oriented Administrative Officer to join our team at MINHAS FINANCIAL SERVICES INC.Key Responsibilities:Establish and prioritize work tasks to ensure efficient completion of administrative duties.Administer policies and procedures related to record release and government access to...