주요업무내용

1. 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.
2. 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.
3. 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.
4. Safety Deposit Box Services
• Assist customers with access to safety deposit boxes under proper procedures.
• Maintain accurate records of safety deposit box usage.
5. Clearing Functions
• Support daily clearing processes including processing cheques and handling rejected transactions.
• Assist with preparation and distribution of monthly statements and business cheques.
6. 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)
7. Ad-hoc Duties
• Perform other related duties or special assignments as directed by the Manager to support branch operations.