30 Oct
|
Prime Fx
|
Burnaby
About Prime FX
Prime FX is a trusted foreign exchange and money transfer service provider committed to delivering competitive exchange rates, exceptional customer service, and reliable cross-border payment solutions.
We are seeking a customer-focused and detail-oriented Customer service representative Foreign exchange teller to join our Burnaby branch.
Position Summary The Customer service representative/Foreign Exchange Teller will be responsible for managing day-to-day currency exchange and money transfer transactions while ensuring excellent customer service, operational accuracy, and compliance with company policies.
The successful candidate will play a key role in building long-term client relationships, managing branch cash positions, and contributing to the growth of the business through effective cross-selling of services.
Key Responsibilities
Customer Service & Relationship Management
- Deliver exceptional customer service to all walk-in and repeat clients.
- Build, maintain, and nurture strong customer relationships to encourage repeat business and referrals.
- Understand customer needs and provide appropriate foreign exchange and money transfer solutions.
- Professionally handle customer inquiries, concerns, and transaction requests.
Foreign Exchange & Money Transfer Operations
- Process foreign currency exchange transactions accurately and efficiently.
- Process domestic and international money transfer transactions in accordance with company policies and regulatory requirements.• Educate customers on available products and services, including exchange rates and transfer options.
- Cross-sell money transfer services to currency exchange customers and foreign exchange services to money transfer customers.
Cash Management & Reconciliation
- Maintain accountability for assigned cash till and currency inventory.
- Monitor daily cash positions and ensure adequate stock levels of various foreign currencies.
- Provide recommendations to management regarding currency inventory replenishment requirements.
- Accurately reconcile cash balances and transactions at the end of each business day.
- Investigate and promptly report any discrepancies.
Reporting & Administration
- Prepare and submit daily reports relating to currency sales, purchases, collections,
remittances, and branch activities.
- Maintain accurate records of transactions and supporting documentation.
- Ensure compliance with internal controls, operational procedures, and regulatory requirements.
Compliance & Risk Management
- Adhere to all applicable regulatory, AML (Anti-Money Laundering), KYC (Know Your
Customer), and company compliance requirements.
- Escalate unusual or suspicious transactions in accordance with company procedures.
- Maintain confidentiality of customer and business information at all times.
Qualifications & Requirements
Minimum Qualifications
- Bachelor's degree in any discipline.
- Legally authorized to work in Canada without requiring current or future employersponsored work authorization.
- Proven experience in a customer-facing role with demonstrated success in delivering excellent customer service.
Preferred Qualifications
- Experience in foreign exchange, financial services, banking, money transfer, retail financial services, or cash-handling environments.
- Strong cash management and reconciliation skills.
- Experience with sales, relationship management, or cross-selling financial products and services.
Skills & Competencies
- Excellent interpersonal and communication skills.
- Strong numerical aptitude and attention to detail.
- Ability to handle cash accurately and responsibly.
- Strong organizational and time-management skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office and general computer applications.
- High degree of integrity, professionalism, and accountability.
What We Offer
- Competitive salary
- Health Benefits
- Prospect to be part of a growing and dynamic foreign exchange business.
- Professional development and growth opportunities.
- Supportive and collaborative work environment.
Prime FX is an equal opportunity employer and welcomes applications from qualified candidates of all backgrounds. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
📌 Customer Service Representative (Burnaby)
🏢 Prime Fx
📍 Burnaby