Financial Transaction Customer Experience Associate

ottawa, on, Canada • Posted June 05, 2026

Job Type: Full-time
Location: ottawa, on
Posted: June 05, 2026
Category: Management & Operations
Application Deadline: July 15, 2026

Role Description

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
• Profici...

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