Job Title: Operations Officer II - Bilingual 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.
Degree/Level of Education: Post Secondary
Certifications Required: No
2-4 years of banking experience
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 solid 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
Attention to detail and accurcay
Ability to multiask and manage volumes
Nice-To-Have Legal experience- working with legal government documents