Candidate profile details:

- Degree/Level of Education: High School or Post-Secondary Certification.
- Certifications Required: Anything Finance or Accounting related is preferred.
- Years of Overall Experience: 2-4 years of experience in banking/Financial institute.
- How will performance be measured: SLA, meeting productivity benchmarks.
- Preferred/Ideal Candidate Background: banking or financial institute background, experience with processing transactions and wires, accounting background, debit and credit knowledge, reconciliations, someone having prior experience processing foreign currecny wires (very important for this role), prior experience with Client is ideal and manger’s preference.

Summary of the role:

- Typical Day-to-Day Responsibilities:
- Working on payments and various debit/credit transaction processing, reconciliations, wire transfers, see below for detailed notes.
- “Provides a broad range of operational support and/or performs general to specialized transactions and/or other processing activities for own functional area within Operations & Technology. Supports partner relationships and is responsible for maintaining operational effectiveness to ensure business objectives, Service Level Goals and CEI targets are met. Reports to a Team Manager within the Team Structure
- How much time is being spent in meetings: 15 min daily
- Who are they interacting with (internal/external): Both
- Will the contractor have access to any customer data? YES!

Must Have Skills:

- 2-4 years of banking or financial institute experience.
- Accounting/ reconciliation background: 2-4 years
- Debit/Credit transaction processing experience.: 2-4 years
- Previous experience processing international wires: 2-4 years

Soft Skills:

- Hardworking individual
- Strong written and verbal communication skills
- Qualified attitude
- Quick leaner

Nice to have skills:

- Preferred prior client experience in Operations





- CAPE is a small, fast-paced team responsible for 40+ processes with varying SLA requirements, ranging from hourly and daily deadlines to monthly deliverables. Our work includes Cheque and Payment Exceptions such as manual cheque adjustments, branch clearing, debiting, and crediting customer accounts, and investigating payment exceptions. We also work closely with our partners to investigate issues and support their resolution. In addition, the team processes foreign currency wires and completes reconciliations of foreign currency accounts for GMT platform. Given the breadth of work, team members may manage multiple processes and priorities throughout the day.
- We are looking for someone who is a quick learner, can retain training effectively, and is comfortable managing multiple processes and priorities in a day. Branch experience would be an asset and may help the candidate transition successfully given the nature of the work.

Customer:

- Positively contribute to the overall customer experience and loyalty index in each interaction
- Ensure customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required
- Create and/or recognize exceptional customer service through established programs
- Ensure all required processing and enquiries are fulfilled meeting Service Level Goals
- E4Provide subject matter expertise for internal and external partners within defined area

Shareholder:





- Complete assigned tasks accurately & within established standards
- Actively participate in daily touch points and work distribution Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines
- Identify areas of risk and escalate as necessary
- Be knowledgeable and comply with Bank Codes of Conduct ?
- Identify, suggest and actively participate in process improvements
- Understand and apply bank/service centre operating policies and procedures
- Demonstrate flexibility by adapting to change within business area and unit
- Adopt new process and technology improvements
- Ensure necessary due diligence is taken to support the accuracy of all transactions

Skills:

- Ability to adhere to strict deadlines and handle high volumes of work
- Excellent quantitative and analytical skills
- Excellent organizational and time management skills
- Ability to work independently, as well as part of a team
- Self-motivated and goal-oriented
- Ability to adapt to changing policies and procedures
- Attention to detail is crucial.
- Understanding of MM and FX Products (eg. Options, Foreign Exchange spots and forwards, Money Market deposits and loans)
- Sound knowledge of Microsoft Office, proficiency in Excel is a must, coupled with the ability to learn and apply skills to new software programs.
- Knowledge of Global and WSS platforms would be an asset.

Education/Experience:

- 2 years experience in a Trade Processing related role, preferably experience with cash products (such as Loans, Deposits, Swaps and Forwards)”

Interview process:

- I round, virtual: 30 min

Please note:

- AI is not used to screen, assess, or select candidates.
- This role reflects an existing vacancy at the time of posting.

Job Details

15040

Contract

12 months

Mississauga

Recruiter

Akash Singh

📌 Operations Officer (Mississauga)
🏢 Proviso Consulting
📍 Mississauga