Operations Officer
ProViso Consulting Voir toutes les offres
- Markham, ON
- Permanent
- Temps-plein
- Degree/Level of Education: NO
- Certifications Required: No
- Years of Overall Experience: 1+ years of relevant work experience
- How will performance be measured: SLA based
- Preferred/Ideal Candidate Background: Ideally Banking and or Contact center
- Reporting to the Manager, Deposit Compliance Remediation, Small Business Banking, the Account Specialist, Small Business Banking will assist customers in updating required or missing customer information, conducting account reviews, and providing support to ensure a legendary customer experience.
- This position requires a strong communicator who is comfortable engaging with partners and clients in a contact center environment and ability to navigate multiple software and platforms.
- Account Review & Maintenance Activities:
o Follow all end-to-end procedures accurately for Business Account compliance, including documentation of all interactions with customers.
o Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions.
o Adhere to company policies, procedures, and standards to ensure compliance in all customer interactions.
o How much time is being spent in meetings : Minimal
o Who are they interacting with (internal/external) Yes -internal partners
o Will the contractor have access to any customer data? YESMust-Have Hard Skills:
- Fluency in English for written and verbal communications.
- Proficiency and expertise with Microsoft Office (Word, Excel, PowerPoint and outlook ) and customer relationship management tools.
- Previous experience in customer service.
- Excellent interpersonal and communication skills, both written and verbal.
- Strong organizational skills, with the ability to work in a fast-paced environment.
- Ability to work with ambiguity to break down and solve business problems.
- Understanding of KYC/KYB requirements is preferred.
- Contact center
- AI is not used to screen, assess, or select candidates.
- This role reflects an existing vacancy at the time of posting.