customer service representatives supervisor - financial services

Calculus FinancialRosser, MBJob Bankpublished 09/08/2026
Must-have:FinTech

Education:

College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.

Work setting:

  • Willing to relocate.
  • General office.
  • Financial management/services.

Tasks:

  • Authorize routine deposits and withdrawals.
  • Co-ordinate activities with other work units or departments.
  • Establish work schedules and procedures.
  • Examine and verify the accuracy of work .
  • Prepare and submit reports.
  • Train staff/workers in job duties, safety procedures and company policies.
  • Co-ordinate, assign and review work.
  • Store, update and retrieve financial data.
  • Promote financial products and services.
  • Process banking transactions.
  • Answer clients' inquiries and provide information.
  • Answer enquiries and resolve problems or discrepancies concerning customers' accounts.

Computer and technology knowledge:

  • MS Office.
  • MS Access.
  • MS Excel.
  • MS PowerPoint.
  • MS Windows.
  • MS Word.
  • MS Outlook.

Work conditions and physical capabilities:

  • Attention to detail.
  • Fast-paced environment.
  • Tight deadlines.
  • Work under pressure.

Personal suitability:

  • Accurate.
  • Client focus.
  • Efficient interpersonal skills.
  • Judgement.
  • Organized.
  • Team player.
  • Flexibility.
  • Time management.

Employment terms options:

  • Evening.

Experience:

2 years to less than 3 years.

Employment terms options:

  • On call.
  • Day.
  • Overtime available.

Other benefits:

Free parking available.