Financial Services Representative

The Financial Services Representative (FSR) understands customers’ banking needs and provides appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. This role will contribute to the growth of the business by developing and deepening the new and existing customer relationships and will be responsible for meeting and exceeding specific, individual and team based business goals. The Financial Services Representative reports to the Branch Manager.

Essential Duties & Responsibilities:

· 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

Thank you to all applicants for your interest in this position, however we will only contact candidates selected to continue in the interview process.

Job Types: Full-time, Permanent

Salary: $49,440.00-$58,090.00 per year

Benefits:

• Company events
• Company pension
• Dental care
• Disability insurance
• Life insurance
• Paid time off
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Overtime pay

Education:

• Bachelor's Degree (preferred)

Experience:

• banking: 1 year (preferred)
• Financial services: 1 year (preferred)

Work Location: In person