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Personal Banker

Personal Banker

Infotree Global SolutionsToronto, ON, Canada
5 days ago
Job type
  • Full-time
Job description

Job Title : Account Manager / Service Coordinator

Duration : 12 Months with possibility of extension

Location : Toronto, ON (Hybrid)

Specifically, you will :

  • Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within network and Client.
  • Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs
  • Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery
  • On a daily basis review and approve administrative items such as; De-registrations, Bank Transfers, Foreign Exchanges and Internal Account Transfers
  • Act as a liaison with the various operational areas within Network to ensure tasks are completed in a proactive and timely manner
  • Coordinate regular meetings with clients and document ongoing service and operational issues with respect to the client and network, investigate, follow and resolve
  • Provide clients with guidance on netwok policies, procedures and training that directly impact their business
  • Provide process improvement recommendations that will enhance the overall business relationship with clients
  • Represent network professionally at client meetings / business functions

Qualifications :

  • University degree with a minimum of two years in a brokerage / service role
  • Canadian Securities Course (CSC) is mandatory
  • Conduct and Practices Handbook (CPH) a definite asset
  • Possess knowledge of the structure, procedures and systems utilized within network and Support Areas
  • Knowledge of the regulatory and legal aspects of the industry
  • Familiarity with Microsoft Office
  • Self-starter with the ability to work independently and also within a team environment
  • Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment
  • Strong interpersonal skills
  • Strong verbal and written communication skills