Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional &
corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Establishes specialized support service in a specific function or technology. Fulfills transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities in accordance with Bank and industry standards. Follows procedures in the analysis and resolution of internal and external inquiries, requests and issues, ranging from routine transactions to complex portfolio management referring more complex issues to senior team members and/or manager.
What you will achieve in this role:
Processes timely and accurate transactions, audit/reconciliation transactions and resolves discrepancies according to established standards.
Records and verifies data for fulfillment and/or further handling.
Ensures adherence to all aspects of First Principles, Code of Business Conduct and Ethics, Corporate policies, procedures and applicable regulatory requirements.
Reviews transactions and requests for compliance with regulatory and Bank requirements.
Communicates with internal partners and external customers to respond to inquiries according to guidelines. Follow-up with business units to ensure issues are resolved.
Participates in continuous improvement of business processes and procedures within the scope of the work team.
Participates in testing and implementation of projects and new/ revised products/ services or processes.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
What you will bring to this role:
Typically between 1 - 2 years of relevant experience and High school diploma or an equivalent combination of education and experience.
Knowledge of standard desktop applications used by the business unit
Knowledge and understanding of the business units key products and services, processes and controls
understanding of risk and regulatory requirements of the role
Knowledge of departmental systems and applications
Customer service skills.
Ability to multi-task in a fast-paced environment
Basic specialized knowledge
Verbal & written communication skills
Collaboration & team skills
Analytical and problem solving skills
We thank you for your interest in the position, however, only those who are qualified will be contacted
Inclusion and Equal Opportunity Employment
Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients
feel like they belong. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender
identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors. We seek applicants with a wide range of abilities,
and we provide an accessible candidate experience; accommodations during the application process are available upon request.