Job Title: Operations Officer II - Bilingual
Location: Mississauga, ON L5N 5N3
Duration: 1 Year
Mon-Fri; 8AM-5PM
Extension possible: Yes, based on performance and business needs
Conversion Possible: Yes, based on performance and business needs
Work Model: Hybrid- 4 days on site and one day is wfh, for training period it will be fully onsite (4 weeks).
Overview:
The role requires employees to:
- High accuracy requirements
- Work in a highly regulated environment.
- The team reviews requests, verifies client information, updates accounts, handles required documents and transactions, and works with partners to complete requests on time.
- Complex account handling
- Balancing speed with control
- Maintain current knowledge of changing provincial legislation and internal policies.
- Meet service level expectations while maintaining a high degree of accuracy.
Candidate Profile Details:
- Degree/Level of Education: Post Secondary
- Certifications Required: No
- 2-4 years of banking experience
- SLA based, deliverables
- 2-4 years of banking experience as a Financial Advisor, working with clients and demonstrating strong knowledge of banking products and services, including debit and credit, chequing and savings accounts, core banking financial product knowledge. Legal experience is a very strong nice-to-have (HM's preference)
Summary Of the Role:
- Typical Day-to-Day Responsibilities: Supporting clients in managing their finances, reviewing documents submitted by branch partners to ensure they meet legal requirements, and processing them if accurate or following up when needed.
- How much time is being spent in meetings; 30 min daily
- Who are they interacting with (internal/external): Internal
- Will the contractor have access to any customer data? YES!
MUST HAVE Hard Skills:
- Fully bilingual in English and French- written and verbal
- 2-4 years of banking experience is required
- Prior experience in an SLA based role
- Microsoft 365 proficiency- Excel, Outlook, and Word
- Comfortable using AI technology
Soft Skills:
- Excellent communication skills- both written and verbal
- Decision making skills
- Attention to detail and accurcay
- Ability to multiask and manage volumes
- Collaboration skills
Nice-To-Have
- Legal experience- working with legal government documents
Disqualifiers –
- job hopping
- short- term contract
