Job Description

The Work !

  • Customer Service
  • Perform a high level of Customer Service by:
  • Promptly responding to client inquiries received from the Contact Centre, Fraud Group or directly from clients
  • Ensure customer satisfaction; must be well versed in product knowledge and features as well as policies and procedures
  • Resolving any issues that may arise and escalating as needed
    • Client Onboarding 
  • Review and Input: Facilitate the regulatory onboarding of customers in an efficient, compliant, and client-centric manner. Rapidly triage and escalate complex issues to management for resolution. For each application being processed:
  • Ensure all required record keeping documentation has all been received in good order
  • Confirm receipt of initial deposit and resolving discrepancies or recommending exceptions where and when appropriate
  • Input the deposit details accurately into the banking system.
    • Processing...

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