Provide courteous, efficient, and professional customer service to ensure inquiries, advice, and/or issues are managed promptly and effectively under all conditions.
Expert knowledge of the business environment, processes, procedures, transactions, and activities of highly complex products and services in an area of specialty.
Participate fully as a member of the team, support a positive work environment, and ensure timely communication of issues or points of interest regarding service to the business, quality, innovation, and teamwork.
Ensure necessary due diligence to support the accuracy of all customer transactions and activities.
Assume responsibility to minimize operational and regulatory risk by complying with the Bank's and industry's Code of Conduct.
Associate
KEB HANA BANK
Toronto, Ontario
01.2020 - 06.2022
Proactively engage with clients in all areas of services, providing help and advice, as well as identifying sales and referral opportunities.
Sale and marketing of the bank's products, such as TFSA and RRSP, to existing and new clients to meet the branch's sales target.
Supports operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, and opening and closing activities).
Comply with legal and regulatory requirements for the jurisdiction, and protect the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.