Join a dynamic role as a Banking Coordinator in Toronto, ON, focusing on meticulous review of account documentation. This position emphasizes detail orientation and strong communication skills.
You will report to the Manager of Account Transition Services and manage complex account opening documentation. With 2-3 years of relevant experience, your primary role involves reviewing and analyzing submissions, ensuring compliance with service level agreements. You will also identify submission trends to improve the experience for Elite Clients.
Key Responsibilities:
• Review account documentation with meticulous attention to detail
• Manage Mailbox communication, addressing queries promptly
• Screen Corporate and Individual profiles effectively




• Communicate deficiencies and next steps clearly
• Collaborate with partners to share best practices
Requirements:
• Post-secondary education with 2-3 years of experience
• Proficient in Microsoft Office, especially Excel
• Excellent verbal and written communication skills
• Solid organizational skills to manage multiple priorities
• Detail-oriented with a sense of urgency
Excel in document review and client communication as a Banking Coordinator in Toronto.
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📌 Banking Coordinator in Toronto
🏢 Infotree Global Solutions
📍 Toronto