The incumbent is responsible for the daily administration, processing and reconciliation of Banking products, in accordance with B2B Bank's standards, policies, and procedures. The incumbent is also responsible for maintaining and updating reports, and answering internal and external clients' inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.
Screen all GIC/Deposit applications for completeness, accuracy, and ambiguity. Administer and process product specific financial or non-financial transactions, according to B2B Bank's standards, policies, and procedures. Research, prepare, process, balance, reconcile, and ensure quality control of all financial and non-financial transactions for clients. Verify own work for accuracy, clarity, and completeness, and ensure compliance with internal and external audit and regulatory requirements. Reconcile CANNEX files and Teller Transaction with Bank Statement to ensure accuracy and completeness. Research complex items for resolution. Research and answer inquiries from internal and external clients, including Customer Service or Financial Advisors regarding products and processing issues. Act as Subject Matter Expert on Banking and Deposits products. Escalate and make recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Submits recommendations to improve work processes to the supervisor. Complete daily workload within strict timeframes set by B2B Bank and addresses any issues with the management. Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.
Solid understanding of Banking and Deposits Administration. Strong processing skills for Non-Registered and Registered GIC accounts. SIBL and CPS expertise. Attention to details. Good quality metrics is essential. 2-3 years of work experience related to administration or processing with a financial institution is required. Post-secondary Degree or Diploma in Business or in a related field. Excellent attention to detail and accuracy. 35 to 40 words per minute typing/keyboarding speed; accuracy essential Bilingual (French/English) verbal and written communication skills are required. Proficiency with MS Office applications, including Word, Excel. PowerPoint, and Outlook. Familiarity using large and complex financial database systems; ability to learn inquiry functions in back office processing systems. Good interpersonal and communications skills, both verbal and written. Excellent customer service skills with the ability to communicate information effectively. Able to work in a high volume environment with an extremely demanding time frames. Strong organizational, time-management, and multitasking skills. Highly motivated with a desire to succeed and progress. Ability to work effectively with others as part of a team. Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset. Flexibility to work rotating shifts between the hours of 7:30AM and 6PM.