Seeing beyond numbers™
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
This role sits within Laurentian Bank.
The incumbent is responsible for the daily administration, processing and reconciliation of Banking products, in accordance with Laurentian Bank’s standards, policies, and procedures. The incumbent is also responsible for maintaining and updating reports, and answering internal and external clients’ inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.
Responsibilities
- Screen all GIC / Deposit applications for completeness, accuracy, and ambiguity. Administer and process product specific financial or non-financial transactions, according to Laurentian Bank’s standards, policies, and procedures
- Research, prepare, process, balance, reconcile, and ensure quality control of all financial and non-financial transactions for clients. Verify own work for accuracy, clarity, and completeness, and ensure compliance with internal and external audit and regulatory requirements
- Research complex items for resolution
- Research and answer inquiries from internal and external clients, including Customer Service or Financial Advisors regarding products and processing issues. Act as Subject Matter Expert on Banking and Deposits products
- Escalate and make recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Submits recommendations to improve work processes to the supervisor
- Complete daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the management
- Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function
Qualifications
Solid understanding of Banking and Deposits Administration. Strong processing skills for Non-Registered and Registered GIC accounts. SIBL and SIT expertiseAttention to details. Good quality metrics is essential2-3 years of work experience related to administration or processing with a financial institution is requiredPost-secondary Degree or Diploma in Business or in a related fieldExcellent attention to detail and accuracyBilingual (French / English) verbal and written communication skills are assetsProficiency with MS Office applications, including Word, Excel. PowerPoint, and OutlookFamiliarity using large and complex financial database systems; ability to learn inquiry functions in back office processing systemsGood interpersonal and communications skills, both verbal and writtenExcellent customer service skills with the ability to communicate information effectivelyAble to work in a high volume environment with an extremely demanding time framesStrong organizational, time-management, and multitasking skillsHighly motivated with a desire to succeed and progressAbility to work effectively with others as part of a teamFamiliarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an assetFlexibility to work rotating shifts between the hours of 7 : 30AM and 6PMInclusion and Accessibility
At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.
We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.
PIPEDA
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