Customer Service Representative – Banking

Join a top employer and advance your career. Aplin has partnered with an Edmonton-based company to hire a Customer Service Representative who is highly literate in finance and is passionate about providing excellent customer support!
 
A customer service representative (CSR) in banking plays a crucial role in ensuring customers receive excellent service, get their questions answered, and have their concerns addressed. Below are typical responsibilities and qualifications for a CSR in a banking environment:

Responsibilities:

• Customer Interactions: Greet customers warmly and ascertain their banking needs.
• Account Management: Assist customers with account inquiries such as account balances, transaction details, and statement requests.
• Transaction Processing: Process various banking transactions, including deposits, withdrawals, transfers, and check cashing.
• Problem Resolution: Resolve customer complaints or refer them to the appropriate personnel.
• Cross-selling: Inform customers about bank products and services that might be of interest to them, like a new savings account, loan products, or digital banking solutions.
• Documentation: Complete necessary paperwork or digital entries related to customer interactions and transactions.
• Compliance: Adhere to all bank policies, procedures, and regulatory banking requirements.
• Digital Assistance: Assist customers with digital banking inquiries, including mobile banking and online platforms.
• Feedback Collection: Collect feedback from customers to improve the banking experience.
• Continuous Learning: Stay updated with new banking products, services, and processes.

Qualifications:

• Education: A high school diploma or equivalent is typically required, though some banks may prefer candidates with an associate's or bachelor's degree.
• Experience: Previous customer service experience can be beneficial. Some banks might require experience specifically in a banking or financial environment.
• Communication Skills: Strong verbal and written communication skills are essential.
• Computer Skills: Familiarity with basic computer operations, and sometimes specific banking software.
• Numerical Skills: Ability to handle cash transactions accurately.
• Problem-solving skills: Ability to address customer issues and concerns efficiently.
• Interpersonal Skills: Ability to establish rapport with customers and work well with colleagues.
• Attention to Detail: Ensure all transactions are accurate and all customer concerns are properly addressed.
• Sales Skills: Ability to understand and promote bank products and services.
• Multitasking: Manage multiple tasks or customers at once, especially during busy periods.
• Integrity: As banking involves dealing with people's finances, a high degree of trustworthiness and ethical behavior is essential.
• Continuous Learning: Willingness to participate in training and development opportunities to stay updated with banking regulations and new products.

Aplin, one of Canada’s Best Managed Companies, is an employment agency that finds top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. All applicants must be legally entitled to work in Canada. This includes having proper documentation, such as a work permit. Visit our website to learn more: www.aplin.com