The Financial Services Representative (FSR) understands customers’ banking needs and provides appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. This role will contribute to the growth of the business by developing and deepening the new and existing customer relationships and will be responsible for meeting and exceeding specific, individual and team-based business goals.

The Financial Services

Representative reports to the Branch Manager.

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 sound advice at every customer interaction to create a positive customer experience

Complete financial transactions; opening/closing accounts, deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently

Complete a variety of account transactions; conduct customer interviews, and complete loan applications, approvals, payoff for customers accurately and efficiently

Develop and maintain relationships with the KSC, community, existing and new depository/loan customers

Professionally serve existing VIP and business customers





Ensure necessary due diligence is taken to support the accuracy of all customer transactions 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

Understand and apply bank/branch operating policies and procedures – including assisting with the branch opening and closing procedures on a rotational basis

Handle F/X(Import &

- Export Doc. DA/DP/LC)

Loan servicing tasks such as deliver the funds, monitoring/collecting payments, collecting fees, conduct customer interview for loan application and collecting signatures, etc.

Support administrative tasks relating to loans such as loan renewals and documentation, etc.

Additional duties as deemed necessary Job Requirements

Education Requirements: Bachelor’s Degree

Work Experience Requirements: 1-3 years 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

Knowledge of Administration processes, practices and proceduresRisk, compliance and audit mindsetAdaptability &

- FlexibilityLearning mindset (Continuous learning)Collaboration &
- TeamworkEffective interactive communicationInitiativeInnovativenessInformation/ Data seekingAttention to detail and qualityMS Office, ERP (Aither)

📌 Financial Services Representative (North York)
🏢 Shinhan Bank
📍 North York