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Financial Services Representative

1 month ago

Toronto, Ontario, Canada United Exchange Full time

Job Title: Financial Services Representative

About the Role:

We are seeking a highly skilled Financial Services Representative to join our team at United Exchange. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their financial needs are met, and resolving any issues that may arise.

Key Responsibilities:

  • Balance daily transactions and manage client accounts
  • Process banking transactions and maintain accurate records
  • Promote financial products and services to clients
  • Answer client inquiries and provide information on financial products and services
  • Work collaboratively with colleagues to achieve team goals

Requirements:

  • 2 years of experience in a customer service or banking role
  • Excellent communication and problem-solving skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in MS Windows and MS Excel

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment

How to Apply: If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, please submit your application.