Job Specifications
About us
Hana Bank Canada is a federally regulated Schedule II bank and is a subsidiary of Hana Financial Group, a leading global financial group headquartered in South Korea. As a leading provider of financial solutions for the Korean community in Canada, our mission of "Growing Together, Sharing Happiness" keeps us focused and grounded as we strive to fulfill our role as a "Solution Provider" for our growing customer base in a rapidly changing financial environment. With 7 branches and a strong global network across 24 countries, we combine international expertise with a deep understanding of local banking needs to provide trusted financial services. We are committed to advancing sustainable growth and fulfilling our social responsibilities.
Overview
We are currently searching for the Customer Service Representative to join our Bloor branch.
The Customer Service Representative (CSR) provides front-line client service by handling day-to-day deposit transactions, guiding clients in using banking services, and promoting basic banking products. This role ensures a positive client experience through efficient, accurate, and courteous service while maintaining compliance with AML/ATF and internal policies.
Key Responsibilities:
Client Service & Relationship Management
* Greet and engage clients in a professional, courteous, and helpful manner.
* Respond promptly to client inquiries and requests, both in-person and over the phone.
* Guide clients in using digital banking channels (online, mobile, ATM) and provide product information.
* Identify client needs and refer to appropriate banking specialists when necessary.
* Ensure customer satisfaction by delivering efficient, friendly, and professional service.
Transaction Processing
* Process deposits, withdrawals, bill payments, and other routine transactions.
* Verify identification and signatures for all transactions in compliance with AML/ATF and CIP requirements.
* Monitor transactions for unusual or suspicious activity and escalate concerns to Manager.
* Maintain accurate transaction records in compliance with bank policies and procedures.
Product & Service Promotion
* Identify customer needs and promote basic deposit products (term deposits, savings plans, RRSP, TFSA).
* Provide information on campaigns and new services.
* Recognize referral opportunities for account opening, loans/credit services, and escalate to Senior CSR or Manager.
* Support branch business development by building customer trust and loyalty.
Safety Deposit Box Services
* Assist customers with access to safety deposit boxes under proper procedures.
* Maintain accurate records of safety deposit box usage.
Clearing Functions
* Support daily clearing processes including processing cheques and handling rejected transactions.
* Assist with preparation and distribution of monthly statements and business cheques.
Administration
* Receive and count daily cash float at the beginning and end of the day.
* Maintain filing of daily documents, sorting and distributing branch mail.
* Order and manage office supplies to support branch operations.
* Assist in routine administrative reports (e.g., vacation tracking, health & safety checklist) under Manager's guidance.
* Assist with branch expense processing (e.g., budget disbursements and expense report)
Ad-hoc Duties
* Perform other related duties or special assignments as directed by the Manager to support branch operations.
Qualifications:
* Post-secondary education (College diploma or University degree in Business, Finance, Accounting, or related field) preferred.
* Fluency in Korean and English (spoken and written) required.
* Strong customer service orientation with the ability to engage and build trust with clients.
* Excellent communication and interpersonal skills; ability to explain banking products and procedures clearly.
* Strong attention to detail, accuracy, and ability to follow compliance requirements (KYC, CIP, AML/ATF).
* Comfort working with numbers, cash handling, and foreign exchange transactions.
* Proficiency with Microsoft Office applications and ability to quickly learn banking systems.
* Ability to work in a fast-paced, team-oriented environment while managing multiple priorities.
* Flexibility to perform ad-hoc administrative tasks assigned by branch management.
* Previous experience in retail banking, financial services, or a customer-facing role is an asset.
At Hana Bank Canada, you'll join a close-knit and diverse group of professionals in a collaborative, supportive environment. You will have the unique opportunity to gain exposure to the global market, make a real impact, and grow your career. With a focus on growth, happiness, and customer satisfaction, Hana Bank Canada is a company that truly values its employees.
To learn more about the opportunity and explore career openings, please visit our Careers page at www.hanabank.ca.
Hana Bank Canada is an Equal Opportunity Emplo
About the Company
Starting as Korea Investment Finance in 1971, transforming into Hana Bank in 1991, and then taking off as a comprehensive financial group in 2005, Hana Financial Group makes leaps to become the best financial group in the global market. Hana Financial Group started with two branches in 1971 and has repeatedly achieved outstanding results. As of the end of December 2021, Hana Financial Group has established itself as the largest global financial group in Korea through 1,122 domestic and overseas networks. Hana Bank was ranked...
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