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Service Officer, Wealth Department (Banking)

The Bagg Group Toronto, ON
  • Posted: 8 days ago
  • Other

Our client, one of the five leading Canadian banks, is looking for a Service Officer, Wealth Department (Banking) to join our Toronto team for one-year contract!

Opportunity Number: #65879

Location: Bloor St @ Bay St, Toronto

Pay Rate: $18.00/hour (Paid Weekly)

Contract Duration: 1 year

Hours of Work: Monday to Friday, 8:30 am – 5:00 pm

Must have good credit history and clear criminal record

SUMMARY OF DAY TO DAY RESPONSIBILITIES:

The Cash Management Department is responsible for all Client Cash movements for the Wealth business lines.

  • Provide Excellent Customer Service
  • Process all transactions accurately and in timely manner.
  • Always provide professional and courteous service to both internal and external clients.
  • Ensure service is maintained as per Service Level Agreements and Internal service delivery standards.
  • Ensure that we are meeting our CiCEI goals and SLA requirements for phone calls, by picking up all calls that come to each individual’s line.
  • Adhere to Firm and Industry regulations and policies for all transactions.
  • Escalation of issues where necessary.
  • Identify opportunities for improvements in service delivery and processes.
  • Support process initiatives.
  • Ensure documents are completed accurately and filed for properly and ensuring privacy of client information.
  • Ensure the Industry and Firm regulations and operating practices are met for all transactions completed.
  • Complete investigations accurately and in timely manner and identify process gaps.
  • Participate fully as a member of the team, promote effectiveness and contribute to a positive work environment.
  • Participate and complete development activities.
  • Ensure adherence to HR policies, and industry code of conduct.
  • Share and work with peers to develop and improve process that will assist in day to day transactions and productivity

Job Requirements:

  • A working knowledge of Cash Management.
  • Sound Knowledge of CPA.
  • Excellent written and verbal communication skills
  • Strong Knowledge of Excel and Word.
  • Advanced computer and typing skills.
  • Detail oriented and ability to work within deadlines.
  • Organized and ability to analyze and solve problems.
  • Team-oriented and able to develop excellent working relations with other departments

Education/Experience:

  • College or university grad
  • 2-4 years of overall experience

To Apply:

Please click Apply Online or submit your resume by email to: BMRresume@bagg.com

View all our job postings at www.bagg.com

Accommodations are available upon request to support your participation during all stages of the recruitment process.

The Bagg Group

Address

Toronto, ON
CAN

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