Job Title: Operations Officer III
Location: Markham, ON (Hybrid)
Estimated Duration: 6 Months
SUMMARY OF THE ROLE:
Typical Day-to-Day Responsibilities: repetitive but different. Opening up the systems verifying the appointments, making calls, following up on calls. FTR. Deal with clients end to end.
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.
Qualifications:
- Fluency in English for written and verbal communications
- Proficiency and expertise with Microsoft Office (Word, Excel, and PowerPoint) and customer relationship management tools.
- Previous experience in customer service or contact center role is preferred.
- Understanding of KYC/KYB requirements is preferred
- Excellent interpersonal and communication skills, both written and verbal.
- Comfortable making and receiving outbound and inbound calls and engaging with customers in a professional and confident manner.
- 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.
MUST-HAVE Hard Skills:
- Banking experience from a Financial Institution or Financial Services Contact Center experience
- Proficiency and expertise with Microsoft Office (Word, Excel, and PowerPoint) and customer relationship management tools.
- Previous experience in customer service or contact center role is preferred.
- Understanding of KYC/KYB requirements is preferred
- Excellent interpersonal and communication skills, both written and verbal.
- Comfortable making and receiving outbound and inbound calls and engaging with customers in a professional and confident manner.
- 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
- Phone channel/Customer service experience in other domains
The pay range that the employer reasonably expects to pay for this position is between CA$25.00 and CA$29.00
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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