Job Title: Operations Officer II
Location: Markham, ON (Hybrid)
Estimated Duration: 8 Months
SUMMARY OF THE ROLE:
Reporting to the Manager, Deposit Compliance Remediation, Small Business Banking, the Account Specialist, Small Business Banking will assist customers in updating required or missing customer information, conducting account reviews, and providing support to ensure a legendary customer experience.
This position requires a strong communicator who is comfortable engaging with partners and clients in a contact center environment and ability to navigate multiple software and platforms.
RESPONSIBILITIES:
Account Review & Maintenance Activities:
- Conduct reviews of customer accounts and files to identify discrepancies or missing information and determine the next appropriate step, based on outlined procedures.
- Follow all end-to-end procedures accurately for Business Account compliance, including documentation of all interactions with customers.
- Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions.
- Adhere to company policies, procedures, and standards to ensure compliance in all customer interactions.
MUST-HAVE Hard Skills:
- Fluency in English for written and verbal communications
- Proficiency and expertise with Microsoft Office (Word, Excel, PowerPoint and outlook ) and customer relationship management tools.
- Previous experience in customer service / Banking & Financial Services Industry
- Excellent interpersonal and communication skills, both written and verbal.
SOFT SKILLS:
- Strong organizational skills, with the ability to work in a fast-paced environment.
- Ability to work with ambiguity to break down and solve business problems.
NICE-TO-HAVE
- Understanding of KYC/KYB requirements is preferred
The pay range that the employer reasonably expects to pay for this position is between CA$22.00 and CA$26.00
Our voluntary benefits offering includes medical, dental, vision and retirement benefits.
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Tundra Technical Solutions is a global workforce and technology delivery firm, ranked by Staffing Industry Analysts as one of the largest in North America. At Tundra, we aren't just hiring top talent at the world's most recognizable brands; we are pioneers of social recruitment. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other legally protected characteristics. We welcome and encourage diversity in the workplace.
We use artificial intelligence tools to help our recruiters screen and assess talent. These tools do not replace human decision making in the process.
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