Financial Services Representative

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 sound advice at every customer interaction to create a positive customer experience
• Complete financial transactions; opening/closing accounts, deposits, withdrawals, bill payments, and other account transactions for customers accurately and efficiently
• Complete a variety of account transactions; conduct customer interviews, and complete loan applications, approvals, payoff for customers accurately and efficiently
• Develop and maintain relationships with the KSC, community, existing and new depository/loan customers
• Professionally serve existing VIP and business customers
• Ensure necessary due diligence is taken to support the accuracy of all customer transactions
• 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
• Understand and apply bank/branch operating policies and procedures – including assisting with the branch opening and closing procedures on a rotational basis
• Handle F/X(Import & Export Doc. DA/DP/LC)
• Loan servicing tasks such as deliver the funds, monitoring/collecting payments, collecting fees, conduct customer interview for loan application and collecting signatures, etc.
• Support administrative tasks relating to loans such as loan renewals and documentation, etc.
• Additional duties as deemed necessary

Job Requirements

Education Requirements : Bachelor’s Degree

Work Experience Requirements : 1-3 years

• Skilled in assessing new and existing customer’s needs, providing quality advice and recommendations
• Strong 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

• Knowledge of Administration processes, practices and procedures
• Risk, compliance and audit mindset
• Adaptability & Flexibility
• Learning mindset (Continuous learning)
• Collaboration & Teamwork
• Effective interactive communication
• Initiative
• Innovativeness
• Information/ Data seeking
• Attention to detail and quality
• MS Office, ERP (Aither)