NOC 64400 - Customer services representatives - financial institutions

Job Summary

Provide front-line customer service and support to clients of financial institutions. Assist with account inquiries, transactions, and product information while maintaining confidentiality.

Number of Positions

4

Main Duties

• Respond to customer inquiries via phone, email, and in person, providing accurate information and assistance.
• Process account transactions such as deposits, withdrawals, transfers, and payments according to procedures.
• Open, update and close customer accounts, ensuring required documentation is complete and accurate.
• Identify and resolve customer concerns and escalations, escalating complex issues to appropriate teams when necessary.
• Provide information on financial products and services and refer customers to specialists for advanced needs.
• Maintain accurate records of customer interactions and transactions in banking systems and update cli...