Financial Services Representative

Position Title : Operations Officer III

Duration : 9+ Months (Possibility of extension/conversion)

Training Period: 2 Weeks

Location (required) : Markham, ON L3R 0X1 (4 days in office)

Hours of Operation : M-F Core business hours; OT: As needed

Scope of Project:

• Reviewing files – making outbound calls.

Admin/Clerical Only:

• Back-Office Vs Telephone Work: 50 – 50 Admin And Phone.

Summary Of The Role:

• Department Overview: 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 customers over the...