Job Specifications
"BANKING EXPERIENCE ID MUST HAVE"
Describe a typical ‘day in the life’
Delivers excellent service to our clients every time; focusing on doing what is best for our clients and the organization - making it Simpler, Faster, Better.
Focus on attaining established benchmarks for complex and/or specialized client activities, transactions and/or processes, contributing to achievement of business specific Client Service Commitments (CSC’s) and/or Service Level Agreement (SLA)
Consistently demonstrates a sense of urgency in daily activities understanding the importance and impact of personal actions on achieving a superior client experience.
Responsible for successful fulfillment and servicing of complex transactions and/or investigations.
Ensure process/controls are in place and are being followed.
Analyzes non-standard and/or specialized transactions.
Provides professional, attentive and accurate service when dealing with both clients and staff. Demonstrates commitment to taking ownership & accountability at first point of contact and ensuring appropriate escalation as required
What program/technology/software knowledge is essential for this role? Describe in what capacity the selected candidate will be using it?
Word, excel, online systems, Microsoft
Must-have Skills/Experience and/or Education, Certifications, Qualifications, Designations
Strong background with the use of window-based computer applications such as Word and Excel combined with accurate keyboarding skills
Proven analytical mindset and problem-solving skills
Demonstrate ability to adapt to an ever-changing environment
Maintaining a detail-oriented approach while working in a high volume environment
Adaptability
Excellent communication skills – written and verbal.
Nice-to-have Skills/Experience and/or Education, Certifications, Qualifications, Designations
Investments knowledge
Experience working with Sales Platform, RBIS, Unitrax, etc.
Bilingual (English and French), both written and spoken
Experience with RPA; Lean Six Sigma
Knowledge of/exposure to lines of business: Retail Branches, Direct Investing
The expected base salary range for this position is $22 – $24 per hour, depending on experience, skills, and internal equity.
The Company offers a total rewards package for this position that may include employer-sponsored benefits, where applicable and subject to eligibility requirements, such as supplemental health and dental coverage, life insurance, disability insurance, retirement or savings programs, paid time off, and other benefits.
The availability, structure, and scope of benefits may vary based on role, employment status, work location, and applicable federal and provincial laws. The Company provides all statutory entitlements, including public holidays, vacation, leaves of absence, and government-mandated benefits, in accordance with applicable law
We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.
About the Company
In our relentless pursuit of greatness, we are dedicated to developing individuals, creating exceptional teams, and cultivating a unique culture of unity and care. As providers of digital talent solutions, we aim to positively impact businesses and communities globally. We would be honored to be your trusted and uncommon partner on this journey.
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