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We are seeking a detail-oriented and communicative Operations Officer III to join our Small Business Banking team. In this role, you will report to the Manager of Deposit Compliance Remediation, focusing on assisting customers with updating essential account information. You will play a critical role in conducting account reviews and providing high-level support to ensure a seamless customer experience within a fast-paced contact center environment.
Job Responsibility:
Customer Engagement: Provide professional inbound and outbound support in a non-face-to-face environment, ensuring all inquiries are managed promptly and effectively
Compliance & Review: Conduct thorough reviews of customer accounts to identify missing information or discrepancies based on established procedures
Account Maintenance: Accurately update customer profiles across multiple screens and systems while ensuring all documentation reflects client and business intentions
Adherence to Standards: Follow end-to-end procedures for Business Account compliance and strictly adhere to company policies during every customer interaction
Team Collaboration: Maintain strong relationship skills when communicating with internal partners and colleagues to solve business problems
Requirements:
Undergraduate degree and/or equivalent work experience
1+ years of relevant experience, preferably within a banking contact center or financial services environment
Skilled in Microsoft Office Suite (Word, Excel, PowerPoint) and experience navigating Customer Relationship Management (CRM) tools
Exceptional written and verbal communication skills
comfortable making and receiving calls with a professional demeanor
Strong organizational skills with the ability to manage ambiguity and thrive in a fast-paced setting
Nice to have:
Knowledge of KYC (Know Your Customer) or KYB (Know Your Business) requirements
Multilingualism is a significant asset (specifically French, Mandarin, or Spanish)
What we offer:
Career Growth: Gain experience within a globally recognized financial institution with a high potential for contract extension or permanent conversion
Comprehensive Training: Receive 2 weeks of dedicated training to set you up for success
Convenience: Free onsite parking for your in-office days
Professional Development: Build your resume with strong brand value and exposure to complex banking compliance and CRM platforms