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financial customer service representative @ Northern Savings Credit Union

CAOnsiteFull-time
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About this role

Education: Secondary (high) school graduation certificate. or equivalent experience. Work setting: Bank or caisse populaire. Credit union. Financial management/services. Rural area.

Relocation costs not covered by employer. Willing to relocate. On-site customer service.

Tasks

  • Balance daily transactions.
  • Open and close personal and commercial accounts.
  • Process banking transactions.
  • Promote financial products and services.
  • Store, update and retrieve financial data.
  • Answer enquiries and resolve problems or discrepancies concerning customers' accounts.
  • Process received information required to open accounts and savings plans and purchasing bonds.
  • Answer clients' inquiries and provide information.
  • Computer and technology knowledge: MS Windows.
  • Accounting software.
  • Currency counting machine.
  • Internet.
  • MS Excel.
  • MS Outlook.
  • MS Word.
  • Security and safety: Bondable.
  • Credit check.
  • Criminal record check.
  • Transportation/travel information: Own transportation.
  • Public transportation is not available.
  • Work conditions and physical capabilities: Attention to detail.
  • Combination of sitting, standing, walking.
  • Fast-paced environment.
  • Repetitive tasks.
  • Personal suitability: Accurate.
  • Client focus.
  • Efficient interpersonal skills.
  • Excellent oral communication.
  • Excellent written communication.
  • Flexibility.
  • Judgement.
  • Organized.
  • Team player.
  • Time management.
  • Ability to multitask.
  • Quick learner.
  • Screening questions: Are you available to start on the date listed in the job posting?.
  • Are you currently a student?.
  • Do you have experience working in this field?.
  • Employment terms options: Morning.
  • Experience: No experience (will train).
  • Employment terms options: Day.
  • Health benefits: Dental plan.
  • Disability benefits.
  • Health care plan.
  • Vision care benefits.
  • Financial benefits: As per collective agreement.
  • Group insurance benefits.
  • Pension plan.
  • Long term benefits: Maternity and parental benefits.
  • Tax-Free Savings Account (TFSA).
  • Other benefits: Free parking available.
  • Learning/training paid by employer.
  • Paid time off (volunteering or personal days).
  • Team building opportunities.
  • Parking available.
  • Wellness program.

Support for newcomers and refugees: Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.) . Offers mentorship programs that pair newcomers and/or refugees with experienced employees . Does not require Canadian work experience. Support for youths: Offers on-the-job training tailored to youth. Offers mentorship, coaching and/or networking opportunities for youth. Provides awareness training to employees to create a welcoming work environment for youth. Support for mature workers: Applies hiring policies that discourage age discrimination . Provides workspace accommodations, such as age-appropriate ergonomic considerations, to meet the physical needs of mature workers (for example: adjustable desks and chairs, accessible parking, etc.) . Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.) . Supports for visible minorities: Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.).

Skills

MS Windowsaccounting softwareCurrency counting machineExcelOutlookMicrosoft WordAttention to Detailoral communicationWritten Communicationefficient interpersonaljudgmentorganized

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