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
Managing queues, sending out documents and checking documents to meet banking compliance standards.
What you will achieve in this role:
• Opens new commercial deposit accounts
• Processes account change requests for existing commercial deposit accounts (i.e. change in signing authority)
• Opens additional accounts for existing customers via Letter of Direction
• Obtain/compile required supporting documentation
• Follows AML, regulatory & legal compliance requirements
What you will bring to this role:
• 2+ years admin / Ops officer experience
• Banking Experience/ Previous financial institution
• Computer Skills – MS Suites Excel: basic understanding
• Typing speed min 60-65 wpm
• Strong oral and written communication skills are essential
• Ability to multi-task and work in a fast paced, high volume environment
• Ensure Service Level Agreements are adhered to at all times
• Ability to work efficiently to meet individual and team driven benchmarks
• Be conscientious and detail oriented in order to mitigate any risk to the bank
• Ability to review and understand complex legal documents
• Demonstrate a sense of urgency and commitment to provide quality customer service
• Must demonstrate the ability to be resourceful and proactive in their approach to Partner and Customer Problem Resolution
• Strong oral and written communication skills are essential
• Ability to work closely in a team environment
• Understand and apply operating policies and procedures
• Ability to take ownership of a situation
• Ability to quickly learn new systems and applications
• Customer service experience considered an asset
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.