Job Summary

We are seeking a dedicated and detail-oriented Financial Service Representative to join our team. In this role, you will serve as a key point of contact for clients, providing expert guidance on financial products and services. Your primary responsibilities will include assisting clients with their financial needs, processing transactions, and ensuring a high level of customer satisfaction.

The ideal candidate will have a strong foundation in financial services and math, along with excellent communication skills to build trust and rapport with clients. This position offers an opportunity to grow within a dynamic financial organization committed to delivering exceptional service.

Responsibilities

- Assist clients in understanding and selecting appropriate financial products and services based on their individual needs.
- Process transactions accurately and efficiently, including deposits, withdrawals, and account updates.
- Provide detailed information about various financial solutions, including loans, savings accounts, and investment options.
- Maintain up-to-date knowledge of current banking policies, regulations, and product offerings.
- Address client inquiries promptly,



resolving issues or concerns with professionalism and courtesy.
- Educate clients on financial best practices and help them achieve their financial goals.
- Collaborate with team members to ensure seamless service delivery and meet organizational objectives.

Skills

- Solid understanding of financial services and banking products.
- Proficiency in math to accurately handle transactions and calculations.
- Excellent communication skills to explain complex financial concepts clearly to clients.
- Ability to build rapport and establish trust with diverse customer profiles.
- Attention to detail for accurate data entry and transaction processing.
- Customer-focused mindset with a commitment to providing exceptional service.
- Ability to adapt quickly to new information or changes in policies and procedures.

Pay: $40.00-$45.00 per hour Expected hours: 40.0 per week

Benefits

- Commuter benefits
- Flexible schedule
- Life insurance
- Mileage reimbursement
- On-site childcare
- On-site parking
- Paid time off
- Relocation assistance
- RRSP match
- Tuition reimbursement
- VRSP
- Wellness program
- Work from home

Work Location: In person

📌 Financial Service Representative (Richmond)
🏢 SoftMoc
📍 Richmond