The Customer Service Representative (CSR) helps advance our Bank’s market position and financial growth, and establish Shinhan’s presence in the community. The CSR is a strong relationship builder who is able to develop a rapport with new clients and provide support that will continually improve the relationship and advance our Bank’s presence in the industry.
Key Responsibilities &
- Accountabilities Create a positive “First Impression” by greeting and engaging customers in a range of sales, service and informational conversations
Proactively promote Shinhan Bank’s products and services by listening to and identifying the needs of customers
Resolve customer problems and concerns promptly, escalating issues as required
Provide excellent service to customers to meet their day-to-day banking needs
Complete financial transactions; opening/closing/renewing accounts, deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently
Ensure the necessary due diligence is taken to support the accuracy of all customer transactions
Adhere to control standards, identify and manage the risk associated with the customer relationship, including credit risk, operational risk and financial crime (Fraud and Anti-Money Laundering) Risk
Manage on reserved cash through currencies possession of Notes and Coins, cash order and shipment, night deposit and brinks deposit
Contribute to the achievement of branch KPI objectives by meeting or exceeding individual sales goals
Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
Identify and refer customers to team members and internal bank partners as appropriate
Handle clearing services and remittance (inward, outward and internet banking)
Managing branch supplies and expense budget
Additional duties as deemed necessary Job Requirements
Education Requirements: Secondary School Diploma is required
- Bachelor’s Degree is preferred.
Work Experience Requirements: <1 year of experience Skilled in assessing new and existing customer’s needs, providing quality advice and recommendations
Strong interpersonal skills, ability to build quality, long-term relationships with clients
Advanced word processing and computer skills (Word, Excel, Power Point etc.)
Strong attention to detail
Demonstrated skills to effectively organize and prioritize high volume of work
Solid teamwork orientation
Legally eligible to work in Canada Knowledge &
- Skills
Adaptability &
- FlexibilityLearning mindset (Continuous learning)Collaboration &
- TeamworkEffective interactive communicationInitiativeInnovativenessInformation/ Data seekingAttention to detail and qualityKnowledge of Administration processes, practices and proceduresRisk, compliance and audit mindsetMS Office, ERP (Aither)
📌 Customer Service Representative (Coquitlam)
🏢 Shinhan Bank
📍 Coquitlam
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