Client Account Services Representative

3 weeks ago


Calgary, Alberta, Canada Pro Tax Block Corp. Full time
Position Overview

As a Client Account Services Representative at Pro Tax Block Corp., you will play a vital role in assisting customers with their banking needs and ensuring a smooth experience with our financial products.

Qualifications
  • Education: Completion of secondary (high) school graduation certificate is required.
  • Experience: A minimum of 7 months to less than 1 year in a related field is preferred.
Key Responsibilities
  • Facilitate banking transactions efficiently and accurately.
  • Promote and provide information on various financial products and services.
  • Address customer inquiries and resolve any issues or discrepancies related to their accounts.
  • Process necessary information for opening accounts, savings plans, and purchasing bonds.
  • Handle the sale of drafts, money orders, and foreign currency transactions.
Work Environment
  • Fast-paced and dynamic work setting.
  • Employment Type: Permanent position.
  • Language of Work: English.
  • Working Hours: 35 hours per week.


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