Banking Service Officer II

Our client, a leading Canadian banking institution, is looking for a service officer to join their wealth department. We are looking for candidate with data entry and banking finance related experience. 

Contract term: 2018-03-01 to 2019-02-28 (1 year), possible extension

Pay Rate: $ 17.34/hour

Full-time: 37.5 hours 

Schedule: Monday-Friday 8:30 am to 5:00 pm

MUST HAVE:

• Excellent communication skills
• Advanced Microsoft office word and excel
• Data entry experience with accuracy and attention to detail
• Financial background and banking experience preferred
• ISM knowledge an asset
• Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset
• Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset
• Call Centre experience an asset

Job Responsibilities:

• Process transactions accurately and on time
• Escalate processing issues where necessary to ensure a high level of service is maintained
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
• Identify opportunities to improve service delivery and support process improvement initiatives
• Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment
• Support the team by continuously developing knowledge in own area
• Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct
• Keep others informed and up-to-date about the status/progress of projects
• Prioritize and manage own workload to meet SLA requirements for service and productivity
• Multi-task with multiple applications 
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
• Adapt to fast paced environment/ under pressure / high volumes
• Escalate non-standard or high risk transactions or other activities as appropriate 
• Ensure documentation prepared/completed is accurate and properly reflects client/business intentions 
• Complete investigations – report/escalate risk issues identified or process gaps
• Know and apply system capabilities, ensure upload/download of information is completed timely and accurately
• Assist in analysis, development, testing, and implementation of operating and process improvements

EDUCATION: High school education required. Post secondary education preferred.

HOW TO APPLY:

Please send your resume to resume@gc-employment.com with the subject line "Banking Service Officer II - Toronto"