Financial Services Representative

4 weeks ago


Laval, Quebec, Canada Agence de placement Carrière Plus inc Full time
Position: Financial Services Representative
  • Education: Completion of secondary school diploma is required.
  • Experience: Between 7 months to less than 1 year of relevant experience.Work Environment
  • Located within a financial institution or credit union.Key Responsibilities
  • Ensure accurate balancing of daily financial transactions.
  • Execute various banking transactions efficiently.
  • Advocate for and promote a range of financial products and services.
  • Manage, update, and retrieve financial records as needed.
  • Address and resolve customer account inquiries and issues.
  • Assist clients with the establishment of new accounts and savings plans.
  • Conduct reviews and analyses of account activities.Technical Proficiency
  • Familiarity with MS Windows operating system.
  • Proficient in using the Internet for research and transactions.Safety and Security Measures
  • Undergo a credit check.
  • Complete a criminal record check.Work Conditions and Physical Requirements
  • Must demonstrate strong attention to detail.
  • Ability to perform a combination of sitting, standing, and walking.
  • Capable of thriving in a fast-paced work environment.
  • Willingness to engage in repetitive tasks.
  • Ability to meet tight deadlines and work under pressure.Personal Attributes
  • Detail-oriented and accurate.
  • Strong client-focused approach.
  • Possess efficient interpersonal communication skills.
  • Excellent verbal communication abilities.
  • Adaptable and flexible in various situations.
  • Sound judgment and decision-making skills.
  • Highly organized and a team player.Screening Criteria
  • Availability for shift work or on-call duties.
  • Current student status may be considered.
  • Eligibility to work in Canada is required.
  • Relevant field of study is beneficial.Additional Benefits
  • Employer-sponsored training and learning opportunities.
  • Type of Employment: Casual.
  • Language of Work: French.
  • Weekly Hours: Between 1 to 30 hours.


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