The Financial Services Associate (FSA) plays a key role to advance our Bank’s market position and financial growth, and advance Shinhan’s presence in the community. The FSA 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 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

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.

Manage assist compliance (EDD/Monthly Compliance Review Report)

Handle F/X (Import &

- Export Doc. DA/DP/LC)

Handle Deposit Renew &

- Transfer RRSP &
- TFSA

Additional duties as deemed necessary Job Requirements

Education Requirements: Bachelor's Degree

Work Experience Requirements: 3-5 years Skilled assessing new and existing customer needs, providing quality advice and recommendations

Strong communication skills (verbal and written)

Strong attention to detail and demonstrated skills to effectively organize and prioritize work volumes

Sound Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structures

Ability to generate recent business, identify business opportunities – grow and maintain client relationships

Flexibility to withstand unpredictable changes to schedule and deadlines

Strong teamwork orientation

Strong interpersonal skills, ability to build quality, long-term relationships with clients

Advanced computer skills (Word, Excel, PowerPoint etc.)

Must be 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 Associate (North York)
🏢 Shinhan Bank
📍 North York