Operations Officer – Bilingual

Candidate profile details:

• Degree/Level of Education: Post- Secondary
• Certifications Required: No
• Years of Overall Experience: 2-4 years of experience in banking/FI
• How will performance be measured: scorecard, completion per file and SLA.
• Preferred/Ideal Candidate Background: Bilingual is must, banking/financial background is required (2 years at least), mortgage background elevates a candidate’s profile, previous experience working with documentation, reviewing statements, tech savvy (candidate should be able to operate different systems (, lots of multitasking is involves and it is a high risk environment so someone who has high attention to detail and accuracy.

Summary of the role:

• Typical Day-to-Day Responsibilities: Discharge and mortgage department, four different stations, starting with statements, issuing documents, reviewing statements.
• How much time is being spent in meetings: 15 min a day
• Who are they interacting with (internal/external): Both
• Will the contractor have access to any customer data? YES!
• Provide a broad range of operational support and perform general to specialized transactions and/or other processing activities for own Operations and Business Services function.
• May contribute to analysis/reporting on critical projects or special initiatives that strengthen our operating model/processes and elevate service quality.

Must Have Hard Skills:

• Bilingual in English and French- both written and verbal
• 2-4 years’ experience in banking/financial
• Proficiency in Microsoft 365- Excel, Word and Outlook.
• Tech Savvy- ability to pick on internal systems

Soft skills:

• Multitasking skills
• Attentional to detail and Accuracy
• Speed and Quality
• Good communication skills

Nice-To-Have:

• Mortgage experience

Interview process:

• 1 round, potential 2nd if required: 30 min each, and virtual

Customer:

• Execute transactions accurately, on time, and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained
• Identify opportunities to improve service delivery
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels- Interact with partners by responding to requests in an effective and timely manner

Shareholder:

• Prioritize and manage own workload to meet Service Level Agreement (SLA) requirements for service and productivity
• Understand internal and industry regulations and trends, remain informed of emerging issues, and apply appropriate due diligence in adherence with operating policies/procedures
• Consistently exercise discretion in managing correspondence, information, and all matters of confidentiality; escalate issues where appropriate
• Support the timely and accurate completion of business processes
• Actively review internal processes/activities and provide ideas for process improvement
• Investigate and escalate non-standard or high-risk activities as appropriate
• Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management)
• Be knowledgeable of and comply with Bank Code of Conduct

Skills:

• Bilingual – French/English
• Ability to adhere to strict deadlines and handle high volumes of work
• Excellent quantitative and analytical skills
• Excellent organizational and time management skills
• Ability to work independently, as well as part of a team
• Self-motivated and goal-oriented- Ability to adapt to changing policies and procedures
• Attention to detail is crucial- Understanding of MM and FX Products (e.g. Options, Foreign Exchange spots and forwards, Money Market deposits and loans)
• Sound knowledge of Microsoft Office, proficiency in Excel is a must, coupled with the ability to learn and apply skills to new software programs
• Knowledge of Global and WSS platforms would be an asset

Education/Experience:

• 0-2 years experience in a Trade Processing related role, preferably experience with cash products (such as Loans, Deposits, Swaps, and Forwards)

Please note:

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