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
- Robust 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
- Strong teamwork orientation
- Legally eligible to work in Canada
Knowledge & Skills
Adaptability & Flexibility
Learning mindset (Continuous learning)
Collaboration & Teamwork
Effective interactive communication
Initiative
Innovativeness
Information/ Data seeking
Attention to detail and quality
Knowledge of Administration processes, practices and procedures
Risk, compliance and audit mindset
MS Office, ERP (Aither)
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📌 Customer Service Representative (Coquitlam)
🏢 Shinhan Bank Canada
📍 Coquitlam
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