Customer Service Representative
- Burnaby, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
About Prime FX
Prime FX is a trusted foreign exchange and money transfer service provider committed to
delivering competitive exchange rates, exceptional customer service, and reliable cross-border payment solutions.
We are seeking a customer-focused and detail-oriented Customer service representative Foreign exchange teller to join our Burnaby branch.
Position Summary
The Customer service representative/Foreign Exchange Teller will be responsible for managing day-to-day currency exchange
and money transfer transactions while ensuring excellent customer service, operational accuracy, and compliance with company policies.
The successful candidate will play a key role in building long-term client relationships, managing branch cash positions, and contributing to the growth of the business through effective cross-selling of services.
Key Responsibilities
Customer Service & Relationship Management
• Deliver exceptional customer service to all walk-in and repeat clients.
• Build, maintain, and nurture strong customer relationships to encourage repeat
business and referrals.
• Understand customer needs and provide appropriate foreign exchange and money
transfer solutions.
• Professionally handle customer inquiries, concerns, and transaction requests.
Foreign Exchange & Money Transfer Operations
• Process foreign currency exchange transactions accurately and efficiently.
• Process domestic and international money transfer transactions in accordance with
company policies and regulatory requirements.• Educate customers on available products and services, including exchange rates
and transfer options.
• Cross-sell money transfer services to currency exchange customers and foreign
exchange services to money transfer customers.
Cash Management & Reconciliation
• Maintain accountability for assigned cash till and currency inventory.
• Monitor daily cash positions and ensure adequate stock levels of various foreign
currencies.
• Provide recommendations to management regarding currency inventory
replenishment requirements.
• Accurately reconcile cash balances and transactions at the end of each business
day.
• Investigate and promptly report any discrepancies.
Reporting & Administration
• Prepare and submit daily reports relating to currency sales, purchases, collections,
remittances, and branch activities.
• Maintain accurate records of transactions and supporting documentation.
• Ensure compliance with internal controls, operational procedures, and regulatory
requirements.
Compliance & Risk Management
• Adhere to all applicable regulatory, AML (Anti-Money Laundering), KYC (Know Your
Customer), and company compliance requirements.
• Escalate unusual or suspicious transactions in accordance with company
procedures.
• Maintain confidentiality of customer and business information at all times.
Qualifications & Requirements
Minimum Qualifications
• Bachelor's degree in any discipline.
• Legally authorized to work in Canada without requiring current or future employersponsored work authorization.
• Proven experience in a customer-facing role with demonstrated success in
delivering excellent customer service.
Preferred Qualifications
• Experience in foreign exchange, financial services, banking, money transfer, retail
financial services, or cash-handling environments.
• Strong cash management and reconciliation skills.
• Experience with sales, relationship management, or cross-selling financial products and services.
Skills & Competencies
• Excellent interpersonal and communication skills.
• Strong numerical aptitude and attention to detail.
• Ability to handle cash accurately and responsibly.
• Strong organizational and time-management skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office and general computer applications.
• High degree of integrity, professionalism, and accountability.
What We Offer
• Competitive salary
• Health Benefits
• Opportunity to be part of a growing and dynamic foreign exchange business.
• Professional development and growth opportunities.
• Supportive and collaborative work environment.
Prime FX is an equal opportunity employer and welcomes applications from qualified candidates
of all backgrounds. We thank all applicants for their interest; however, only those selected for an
interview will be contacted.
Prime FX is a trusted foreign exchange and money transfer service provider committed to
delivering competitive exchange rates, exceptional customer service, and reliable cross-border payment solutions.
We are seeking a customer-focused and detail-oriented Customer service representative Foreign exchange teller to join our Burnaby branch.
Position Summary
The Customer service representative/Foreign Exchange Teller will be responsible for managing day-to-day currency exchange
and money transfer transactions while ensuring excellent customer service, operational accuracy, and compliance with company policies.
The successful candidate will play a key role in building long-term client relationships, managing branch cash positions, and contributing to the growth of the business through effective cross-selling of services.
Key Responsibilities
Customer Service & Relationship Management
• Deliver exceptional customer service to all walk-in and repeat clients.
• Build, maintain, and nurture strong customer relationships to encourage repeat
business and referrals.
• Understand customer needs and provide appropriate foreign exchange and money
transfer solutions.
• Professionally handle customer inquiries, concerns, and transaction requests.
Foreign Exchange & Money Transfer Operations
• Process foreign currency exchange transactions accurately and efficiently.
• Process domestic and international money transfer transactions in accordance with
company policies and regulatory requirements.• Educate customers on available products and services, including exchange rates
and transfer options.
• Cross-sell money transfer services to currency exchange customers and foreign
exchange services to money transfer customers.
Cash Management & Reconciliation
• Maintain accountability for assigned cash till and currency inventory.
• Monitor daily cash positions and ensure adequate stock levels of various foreign
currencies.
• Provide recommendations to management regarding currency inventory
replenishment requirements.
• Accurately reconcile cash balances and transactions at the end of each business
day.
• Investigate and promptly report any discrepancies.
Reporting & Administration
• Prepare and submit daily reports relating to currency sales, purchases, collections,
remittances, and branch activities.
• Maintain accurate records of transactions and supporting documentation.
• Ensure compliance with internal controls, operational procedures, and regulatory
requirements.
Compliance & Risk Management
• Adhere to all applicable regulatory, AML (Anti-Money Laundering), KYC (Know Your
Customer), and company compliance requirements.
• Escalate unusual or suspicious transactions in accordance with company
procedures.
• Maintain confidentiality of customer and business information at all times.
Qualifications & Requirements
Minimum Qualifications
• Bachelor's degree in any discipline.
• Legally authorized to work in Canada without requiring current or future employersponsored work authorization.
• Proven experience in a customer-facing role with demonstrated success in
delivering excellent customer service.
Preferred Qualifications
• Experience in foreign exchange, financial services, banking, money transfer, retail
financial services, or cash-handling environments.
• Strong cash management and reconciliation skills.
• Experience with sales, relationship management, or cross-selling financial products and services.
Skills & Competencies
• Excellent interpersonal and communication skills.
• Strong numerical aptitude and attention to detail.
• Ability to handle cash accurately and responsibly.
• Strong organizational and time-management skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office and general computer applications.
• High degree of integrity, professionalism, and accountability.
What We Offer
• Competitive salary
• Health Benefits
• Opportunity to be part of a growing and dynamic foreign exchange business.
• Professional development and growth opportunities.
• Supportive and collaborative work environment.
Prime FX is an equal opportunity employer and welcomes applications from qualified candidates
of all backgrounds. We thank all applicants for their interest; however, only those selected for an
interview will be contacted.
More about this job
Responsibilities
Serve walk-in and repeat customers by processing foreign currency exchanges and domestic and international money transfers, addressing inquiries, and recommending or cross-selling relevant services. Manage cash tills and currency inventory, reconcile daily transactions, prepare branch reports, maintain accurate records, and follow regulatory, AML, KYC, and company procedures.
Requirements
A bachelor's degree in any discipline and proven customer-facing experience delivering excellent service are required, along with legal authorization to work in Canada without employer-sponsored work authorization. Preferred qualifications include experience in foreign exchange, financial services, banking, money transfers, retail financial services, or cash handling; strong reconciliation and cash-management skills; and sales or cross-selling experience.
Skills
- Customer Service
- Foreign Exchange Transactions
- Money Transfer Operations
- Cash Management
- Cash Reconciliation
- Currency Inventory Management
- Sales and Cross-Selling
- Relationship Management
- Numerical Aptitude
- Attention to Detail
- Communication
- Organization and Time Management
- Microsoft Office
- AML and KYC Compliance
- Risk Management
- Recordkeeping and Reporting
Benefits
- Health Benefits
- Professional Development Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Foreign Exchange
- Currency Exchange
- Money Transfers
- Domestic Payments
- International Payments
- Customer Service
- Cash Handling
- Cash Management
- Cash Reconciliation
- Currency Inventory
- Cross-Selling
- Relationship Management
- Exchange Rates
- AML
- KYC
- Regulatory Compliance
- Risk Management
- Transaction Processing
- Internal Controls
- Daily Reporting
- Recordkeeping
- Microsoft Office
- Financial Services
- Banking