Summary

• The Bank Ops specialist supports the on-boarding activities for the Bank, with an emphasis on operational excellence and superior service
• This role contributes and champions process improvement ideas and a culture of continuous refinement and enhanced client experience.

Primary responsibilities include :

• Facilitates the Commercial deposit account opening process and account maintenance for the Private Bank, including blocked and controlled control accounts
• Exceed customer expectations, by doing the right thing, and working together
• Respond to internal / external customer inquiries within 24 hours
• Escalate issues to management within 24 hours or raise at daily huddles
• Suggest customer experience improvement opportunities as you identify them
• Demonstrate ability and willingness to drive these to completion.
• Applies and enforces risk mitigation controls
• Escalates any exceptions to leadership and other concerned parties
• Produces high quality output; completes quality management duties as assigned
• Establishes requested accounts in the core system
• Solves problems of varying complexity
• Executes additional tasks as required

Required :

• 5 years relevant banking experience with an operations or customer service team
• Ability to effectively communicate with Implementations, Client Services, TS Sales and RMs
• Ability to plan and prioritize workload to meet critical SLAs
• Experience implementing change and process improvements
• Effectively handles multiple priorities with efficiency and accuracy
• Proficient in data entry
• Strong attention to detail
• Effective customer service skills
• Fluency in Microsoft applications including advanced Outlook, Excel, Word and PowerPoint.
• Ability to understand technical aspects of product / service, both from a functionality perspective but also from an operations / setup perspective and be able to articulate it to a less technical audience (Client and Sales)
2 days ago