Operations specialist Jobs in Calgary, AB

Line of business: Private Wealth

Duration:12 months

Location: Anyone in Canada but not % remote. This individual must be able to work during EST.

In office 2x/week Mon/Tues or Mon/Thursday based on location

This role is open to

Reason why open: Mat leave coverage

Hourly Pay Range: $19/- to $26/-

SUMMARY:

• Supports the delivery of an exceptional customer experience to private wealth clients.
• This role supports 2 individuals who are client facing.
• Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products.
• Recognizes the appropriate time to proactively support clients’ needs and works collaboratively with the branch and regional teams.
• Ensures compliance and operational effectiveness.
• Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
• Maintains detailed knowledge and understanding of integrated private wealth services and offerings as well as a detailed understanding of the strategic direction of the business.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Strives to exceed client service standards to maximize relationship retention and growth.
• Develops rapport and instills confidence with the private wealth teams to develop credibility and earn their trust.
• Provides timely, accurate service and support to Private Wealth Professionals by completing a wide variety of credit, non-credit, and related activities.
• Adheres to all banking, investment and lending regulations, Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines.
• Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
• Participates in audits and compliance reviews as assigned.
• Identifies and escalates all irregularities and discrepancies to management.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

MUST HAVE

• Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications within the financial sector realm
• Basic knowledge of the Lending Process and supporting policies.
• Verbal & written communication skills - Excellent
• Organization skills - Excellent
• Collaboration & team skills - Excellent
• Analytical and problem solving skills - Excellent

NICE TO HAVE:

• Banking product knowledge
• Ability to learn new systems quickly
• MS Office Suite Applications (Excel intermediate)

Interview dates: Feb 18th and onwards

Process: Teams

Rounds: 1