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.
The main function of a Service Officer is to operate data entry devices, such as a keyboard or computer, to verify and input data. A typical Service Officer is responsible for accurate information documentation and personal project management. Technical skills include documentation skills and time management.
• Process transactions accurately and on time • Escalate processing issues where necessary to ensure a high level of service is maintained • Own, escalate and resolve issues with the focus of client service excellence, exceeding expectation and creating a legendary client experience. • Serve clients as required - adhere to Service Level Agreements (SLA) and internal service delivery standards • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients • Identify opportunities to improve service delivery and support process improvement initiatives • Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment • Contribute to the success of the team by willingly assisting peers in the performance and completion of assigned duties. • Support the team by continuously developing knowledge in own area • Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct • Keep others informed and up-to-date about the status/progress of projects and all relevant or useful information related to day to day activities • Prioritize and manage own workload to meet SLA requirements for service and productivity • Multi-task with multiple applications • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients • Adapt to fast paced environment/ under pressure / high volumes • Escalate non-standard or high risk transactions or other activities as appropriate • Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations • Complete investigations - report/escalate risk issues identified or process gaps • Know and apply system capabilities, ensure upload/download of information is completed timely and accurately • Assist in analysis, development, testing, and implementation of operating and process improvements
What you will achieve in this role:
• Ability to accurately document and record customer/client information. • Ability to work independently and manage ones time • Problem solving skills - be flexible (willing to help others if they did not finish their que) • Working under pressure - must be able to manage time • Verbal and written communication skills, attention to detail, and interpersonal skills. • Previous experience with computer applications, such as Microsoft Word and Excel. • Previous banking/financial experience
What you will bring to this role:
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.