Financial Transaction Customer Experience Associate
Location
ottawa, on
Job Type
Full-time
Category
Other-General
Posted
May 27, 2026
Increase customer satisfaction as a Customer Experience Associate. Handle financial transactions while providing valuable insights into banking solutions and processes.
You will play a key role in understanding and meeting customer needs, processing financial transactions such as deposits and bill payments. Adherence to industry standards and company ethics is essential while resolving customer inquiries and promoting proactive banking solutions.
Key Responsibilities:
• Accurately process financial transactions and inquiries
• Determine customer needs for tailored banking solutions
• Resolve issues and escalate as appropriate
• Meet performance goals by promoting banking services
• Advise customers on banking options and procedures
Requirements:
• High School diploma and 1+ years of experience
• Undergraduate degree considered an asset
• Strong administrative and organizational skills
• Proficient in MS Office and online tools
• Excellent verbal a...
You will play a key role in understanding and meeting customer needs, processing financial transactions such as deposits and bill payments. Adherence to industry standards and company ethics is essential while resolving customer inquiries and promoting proactive banking solutions.
Key Responsibilities:
• Accurately process financial transactions and inquiries
• Determine customer needs for tailored banking solutions
• Resolve issues and escalate as appropriate
• Meet performance goals by promoting banking services
• Advise customers on banking options and procedures
Requirements:
• High School diploma and 1+ years of experience
• Undergraduate degree considered an asset
• Strong administrative and organizational skills
• Proficient in MS Office and online tools
• Excellent verbal a...