We are seeking a vibrant and enthusiastic talent for JN Bank - Toronto Reprenstative Office to provide quality customer service. The Member Service Representative (Casual) is also responsible for assisting members/ customers and identifying opportunities for referring members and customers to the products and services offered by the bank.
JOB CATEGORY: Clerical
CONTRACT TYPE: Casual
KEY RESPONSIBILITIES
- Confirm receipt of referrals for product and service and contact the prospect.
- Promote good member and customer relations by developing rapport
- Inquiring and discussing the member/customer needs and priorities
- Providing information on our products and services that meet member/customer needs
- Referring members/customers to Service Representatives or other staff of the bank that can provide details that will give the member/customer full access to the products and services offered
- To provide information and service to all members of the JN Bank and all customers
- Confirm member/customer identification and determine business needs - Confirm member request and advise transaction that will be done to meet request
- Confirm transaction accuracy and completeness and check off all supporting documents - Invite member/customer to utilize other available channels for supporting similar requests
- Promote the use of other channels. - Direct supporting requests to other departments as needed and follow through to ensure member has access to the channel
- Provide information requested by member/customer and/or make referral to Officers of the bank as required.
- Follow through on requests to other branch to ensure that member has been dealt with in timely manner.
- Monitor Representative Office lobby facilities and phone answering support (including voice mail responses and phone prompts) to ensure that member and customer experience is meeting service level limits
- Report any issues affecting member or customer experience
- follow up on issue through to solution - Monitor members waiting in line or on the phone to ensure that wait times are not exceeding targets
- Work with supervisor to fast track service requests or schedule appointments with the members to reduce wait time
- Investigate account and request issues as required and provide updates on progress and details of solution to members/customers
- Assist in the preparation reports, as required - Prepare ad-hoc reports as required by current policy and procedures
- Maintain information to track achievements against office objectives and report on such performance as required.
Requirements
REQUIRED QUALIFICATIONS & EXPERIENCE
- Bachelor's Degree in Business Administration or related qualification
- A minimum of one year experience within a financial institution
- Must be eligible to work in Canada
PERSONAL ATTRIBUTES
- Displays strong customer service orientation
- Communicates effectively – written and oral
- Possesses strong computer skills (Microsoft Office Word, Excel and Internet Explorer)
- Displays professionalism, dependability, integrity, trustworthiness combined with a cooperative attitude
- Functions effectively in a team environment with ability to lead and develop others
Application Closing Date: August 19,2026
