Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

This team is a dedicated group of individuals with a strong customer focus accountable for managing inquiries, communications (telephone and written responses) and processing for all deposit products and distribution channels. Partnering with our processing team (who manage the routine intake and processing of work), this team works closely with Financial advisors and their clients, to facilitate non-routine transactions.

What you will achieve in this role:

• Accountable for all not in good order (NIGO) and Complex transactions for new business and in force deposit accounts while working within prescribed accuracy, productivity, and service level agreements (SLAs). This includes Advantage accounts (both individual & business), Estates, TFSAs, RRSPs, & GICs.
• Respond to all inquiries from advisors, back office, and client interactions for NIGO requirements, facilitating the situation until resolution. Relationship management is key, through communication and responses to advisors and firm back offices on NIGO requirements. 
• Decision making empowerment is expected in situations where advisors request exceptions, and the incumbents are also accountable to propose alternate solutions where available.
• Follow AML guidelines and ensure enhanced due diligence is applied for Related Parties, Politically Exposed People, and High-Risk clients, Bank regulations and CPA guidelines.
• Participate in Operational Risk Reviews for the functions within Deposit Admin and support in the implementation of action plans to address areas of risk.

What you will bring to this role:

• Excellent customer service and communication skills (written and verbal) in both French & English.
• Ability to build and maintain relationships while focusing on professionalism.
• Well-developed time management skills with ability to handle multiple priorities; can work independently or as part of a team.
• Strong organizational skills and sense of urgency and flexibility.
• Strong attention to detail and excellent sense of accuracy combined with outstanding customer service skills.
• Excellent problem solving, analytical, judgment and decision-making skills.
• Strong sense of urgency and flexibility to work on a fast paced and changing environment.

We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Work as a part of a team in request for Information, process transactions that may come from government entities (e.g. CRA) and ensuring correct information.

What you will achieve in this role:

• Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs).
• Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained.
• Identify opportunities to improve service delivery.
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels.
• Interact with partners by responding to requests in an effective and timely manner.
• Use effective relationship skills when communicating with partners/colleagues/customers.

What you will bring to this role:

• Proficient in MS Suites.
• Passionate about banking/ financial institution.
• Strong written and verbal communication skills.
• Knowledgeable in basic Excel.
• With administrative work experience.
• Bilingual – English and French.
• Deep critical thinking skills, fact finder and analytical.

 We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Works in a very fast paced work environment with tasks are constantly changing to ensure Service Agreements are met.

What you will achieve in this role:

• Gather information and take each file from pre-approval to closing. Verify loan documents including income credit appraisal and title insurance.
• Collect required documentation, review file documentation, and make sure all items needed are requested.
• Ensure that all loan documentation is complete, accurate, and complies with company policy.
• Establish, maintain, and update files, databases, records, and other documents for recurring internal reports.
• Act as a liaison between the borrower, underwriter, loan originator and lender. Contact and communicate with clients by telephone, e-mail, or in-person.

What you will bring to this role:

• Bilingual (English / French).
• Tech Savvy and able to learn internal applications.
• Strong knowledge of Microsoft Office Suite products.
• Strong communication skills.
• Customer service experience.
• Strong attention to details.
• Good organization and multitasking skills.

We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Bilingual Service Representative for an 8-month contract, with the possibility to extend. This is a hybrid position out of their Montreal office. In this role, you will be responsible for managing all customer service inquiries. Customer service inquiries are received by phone calls and emails. The ideal candidate will respond to inquiries with quality and professionalism.

Responsibilities:
• Provides day-to-day delivery of critical processes, administration, and servicing activities in in connection with retail deposits and payments
• Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of business, stakeholder and/or external customer inquiries/requests within relevant service level agreements
• Collaborates with stakeholders to promote efficient and effective processes and workflow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience
• Deposit and Payments operations includes (but are not limited to) specialized operations processes and activities related to cheque and electronic transaction processing, lockbox and remote deposit processes, account maintenance and monitoring, etc.

Qualifications:
• Bilingual in both French and English (must be able to hold fluent conversations)
• 2+ years of relevant experience in a similar role
• Customer service experience
• Communicating concisely with professionalism via phone and email
• Tech-savvy individual with strong computer and writing skills
• Previous experience in an analytical role
• Works independently with minimal support
• Good time management and organizational skills
• Ability to problem-solve and take initiative
• Fast learner with the ability to multi-task
• Previous financial institution experience
• Proficient in Microsoft Office, Outlook
• Ability to maintain composure and sympathize with clients
• Attention to detail and process driven
• Computer skills

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Provides technology-based customer service support and conducts first level analysis to resolve end user incidents / issues working with technology groups, to resolve within established time frames.

What you will achieve in this role:

• Provide courteous, efficient, and professional customer service to ensure inquiries, problems and issues are resolved promptly and effectively under all conditions.
• Ensure change activities are performed on time, minimizing risk to the service/business environment.
• Monitor resources to ensure availability associated with business applications and technology.
• Identify, resolve, or escalate service delivery issues and/or complaints.
• Maintain proficient knowledge of tools, processes, procedures, and resources necessary to assist in problem determination as well as recovery.
• Maintain proficient knowledge of technology components, applications, clients/customers and business services.
• Prioritize activities to ensure time invested is appropriate to the availability impact.
• Provide seamless integration of activities and processes, recognizing system interdependencies.
• Act as an information source to colleagues, business partners and clients/customers.
• Ensure prompt and timely updates to service issues, and follow through on outstanding problems

What you will bring to this role:

• University/College degree; 1+ years’ experience but new Grads with educational experience are also welcomed to apply.
• Access management experience – 1+ years
• Ability to multi-task.
• Excellent communications skills in writing emails and answering phones.
• Computer savvy with intermediate excel.
• Team skills and interpersonal skills.

 We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Provides dedicated administrative support to executives - Vice President (VP) level and may also provide a broad range of administrative or general office support for the broader team as assigned.

What you will achieve in this role:

• Provide a high level of administrative support ensuring quality service and professionalism at every customer interaction.
• Manage efficiently in a multi-tasked environment and ensure deadlines are met.
• Apply appropriate due diligence ensuring accuracy in preparing and promptly completing all required supporting documentation (ie. reports, presentations, invoices, correspondence/communications, tables, charts, files, etc.).
• Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required.
• Maintain proficiency with software applications/programs and/or department specific systems as required (ie. MS Office, Word, PowerPoint, Excel, Lotus Notes, etc.).
• Efficiently manage and promptly respond to all incoming enquiries/requests for information independently or re-direct to the appropriate person/area

What you will bring to this role:

• High school diploma or GED required.
• 2-4 years experience required.
• Previous admin work – brings skills like organization, multitasking, planning, meeting deadlines and being proactive.
• Strong understanding and grasp of MS Suites – Outlook, Excel (excel is used for documentation, managing events, managing a calendar based on Excel).
• Strong verbal and written communication skills.

 We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Service Representative to join their CCBO Payment Operations team for an 18-month contract with the possibility to extend or become a permanent position. This is currently a remote position but will eventually move into a hybrid model in their Mississauga office. CCBO Payments Operations is the centralized wire hub for the Enterprise and serves as the first line of defense for wire payment processing of incoming and outgoing inter-bank, corporate and retail wire payments executed through the primary wire payment system (EWP). In addition to critical operational considerations, namely timely and complete processing of wires, the Unit executes key compliance control processes for required wire data elements and sanctions screening pursuant to applicable sanctions laws and regulations as well as providing post-execution wire payment support. The ideal candidate has experience with wire transfers and sanctions.

Responsibilities:

• The team fulfills routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities, and solve more complex issues efficiently and effectively in accordance with Bank and industry standards, focusing on up to a three-month time horizon.
• Follow procedures to resolve internal business partner and/or external customer inquiries/requests and issues.
• Act as a subject matter expert to the team. Recommend/ implement process improvements. Act as point of approval/ resolution of escalated issues for more junior staff, where applicable.
• The selected candidate will be working on sanctions screening, in compliance with the company’s AML Program, wire payment transactions are scanned against various sanctions lists.
• The filtering application will compare the wire payment details to the persons, entities, banks, groups, jurisdictions, etc., provided in the sanction’s lists.
• Any payment scanned against a list deemed to have any details that would be a possible or true match to a sanctions list alert will be routed to an application that my team utilizes for manual review of the wire to determine course of action i.e., escalate to AML for further review or pass as false positive(s).

Qualifications:

• Wire transfer/sanctions experience
• Accurate and speedy keyboarding skills
• Attention to detail
• Ability to work in fast paced environment
• Ability to perform repetitive tasks without losing focus
• Ability to rotate through shifts and work statutory holidays (would not be required to work them all)
• Wires and /or sanctions knowledge that would be a bonus, but it is not a requirement

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Responsible for underwriting annual credit reviews of targeted commercial banking borrowers.

What you will achieve in this role:

• Validating borrowers for centralized review based on pre-identified criteria.
• Completion of Borrower Risk Ratings and Facility Risk Ratings in adherence with Business Banking policies and procedures.
• Input of all other borrower data, achieving 100% accuracy, to comply with regulatory requirements.
• Converse with Account Managers to obtain information necessary to complete the Annual Review.
• Apply judgement when recommending credit facility renewals, deal structure amendments and policy waivers for commercial borrowers.

What you will bring to this role:

• Minimum post-secondary degree in Commerce or Business Administration.
• Fluent in French/English, ability to read and basic writing.
• Finance and/or Accounting background.
• Ability to read and understand financial statements.
• Keen attention to detail and high degree of data input accuracy.
• Ability to multi-task many files at a given time.
• Experience in communicating with internal partners in a clear and concise manner.
• Work independently with minimal supervision.
• Problem solving and critical thinking ability, often regarding a company's financial statements.
• Team player

 We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The main function of a data entry specialist is to operate data entry devices, such as a keyboard or computer, to verify and input data.  A typical data entry specialist is responsible for accurate information documentation and personal project management.

What you will achieve in this role:

• Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.
• Compile, sort and verify the accuracy of data before it is entered.
• Locate and correct data entry errors or report them to supervisors.
• Compare data with source documents, or re-enter data in verification format to detect errors.
• Maintain logs of activities and completed work.

What you will bring to this role:

• High school diploma or GED is a must.
• 2-4 years related experience required.
• Verbal and written communication skills, attention to detail, and interpersonal skills.
• Ability to work independently and manage one’s time.
• Ability to accurately document and record customer/client information.
• Previous experience with computer applications, such as Microsoft Word and Excel.
• Speed and accuracy in data entry.

 We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The main function of the Operations Officer is to have expert knowledge of multiple tools and resources used to troubleshoot and complete client requests, ensure adherence to established processes and company security guidelines.

What you will achieve in this role:

• Update various web screens.
• Prepare security documentation.
• Update programming of loans.

What you will bring to this role:

• Post-secondary – finance background and banking experience is a must.
• Strong communication skill and bilingual, able to write, read and speak in French and English.
• Quick learner and able to work collaboratively and independently.
• General computer knowledge/tech savvy.  Adept in Windows and Microsoft applications such as Outlook Exchange, Excel, Mainframe ACF2, Active Directory and Notes.
• Previous work experience in a fast-paced environment and able to work in a stressful environment.

 We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.