Operations Officer

• Working in a Team of: 10+ Culture of department: Culture of department: team environment, customer lenses, problem solve, being able to improve a process.
• Personality style: Friendly
• Candidate Introvert/Extrovert: either
• % of back office work vs telephone: back office
• Repetitive tasks: yes
• Selling Points of Position: Client experience
• Best Vs Average Candidate: Advanced excel
• How will performance be measured: Performance- we do reviews the next day on daily work and given feedback based on errors…

• The Cash Management Department is responsible for all Client Cash movements for Client Wealth business lines.

• Provide Excellent Customer Service.
• Process all transactions accurately and in timely manner.
• Provide professional and courteous service at all times to both internal and external clients.
• Ensure service is maintained as per Service Level Agreements and Internal service delivery standards.
• Ensure that we are meeting our CiCEI goals and SLA requirements for phone calls, by picking up all calls that come to each individual’s line.
• Adhere to Firm and Industry regulations and policies for all transactions.
• Escalation of issues where necessary.
• Identify opportunities for improvements in service delivery and processes.
• Support process initiatives.
• Ensure documents are completed accurately and filed for properly and ensuring privacy of client information.
• Ensure the Industry and Firm regulations and operating practices are met for all transactions completed.
• Complete investigations accurately and in timely manner and identify process gaps.
• Participate fully as a member of the team, promote effectiveness and contribute to a positive work environment.
• Participate and complete development activities.
• Ensure adherence to HR policies, and industry code of conduct.
• Share and work with peers to develop and improve process that will assist in day to day transactions and productivity.

• A working knowledge of Cash Management.
• Excellent written and verbal communication skills.
• Strong Knowledge of Excel and Word.
• Advanced computer and typing skills.
• Detail oriented and ability to work within deadlines.
• Organized and ability to analyze and solve problems.
• Team-oriented and able to develop excellent working relations with other ClientBFG departments.

• Typing Speed of 60 WPM minimum.
• Advanced excel knowledge (formulas required, pivot tables).
• Exceptional English speaking and communication skills.
• University Graduate.
• Additional required skills: High accuracy, attention to detail, Quick Learner, Flexibility and capability to take on various tasks.
• Customer service background/experience 2-4 years.
• High processing volumes position. Must have attention to details, problem solving, being able to improve processes.

• Previous programming experience required (VBA or other programming languages, with examples of projects).
• Technical background- Coding skills, macros.
• Previous banking experience.

• Post-secondary required. 2-4 years of relevant experience.

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.

ProViso Consulting