Financial Services Representative

3 weeks ago

Rosser, Canada CALCULUS FINANCIAL Full time
Job Summary

We are seeking a highly skilled Financial Services Representative to join our team at Calculus Financial. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Balance daily transactions and process banking transactions with accuracy and efficiency.
  • Promote financial products and services to clients, ensuring they receive the best possible solutions for their needs.
  • Store, update, and retrieve financial data with precision and attention to detail.
  • Answer client inquiries and resolve problems or discrepancies concerning their accounts in a timely and professional manner.
  • Work collaboratively with colleagues to achieve team goals and objectives.
Requirements
  • 2 years of experience in a related field, preferably in financial services.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to balance multiple tasks and priorities.
  • Proficiency in MS Office, including Excel, Word, and Outlook.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

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