Specialist, Investments (Contract) - Tangerine

Scotiabank•Toronto, ON

2d•Onsite

About The Position

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration. The Client Business Support (CBS) department is a client-focused processing department that enables the bank to demonstrate that a digital bank can offer superior client experience by efficiently and effectively delivering on the promises made to our clients. The CBS department is made up of several teams; each team plays a unique role in providing support for Deposits, Lending, and Investments products. Overall, Client Business Support is committed to delivering a 'Wow' experience. While we do not speak directly with our clients, we make sure we deliver on promises made to our clients! The Specialist, Investments is responsible for workflow processing and problem resolution of customer financial and non-financial transactions generated from the Mutual Fund Call Centre, Tangerine Call Centre, Cafes, mail-in, on-line applications and various other departments. The Specialist will be fully knowledgeable in all Mutual Fund products including TFSA, RIF and RSPs. The CBS Specialist is expected to participate in projects and will represent the department as a subject matter expert as related to the registered product area to complete all or part of the procedures, testing and/or training.

Requirements

University or College Degree preferred
Minimum 1-2 years of work-related experience, preferably in the banking industry
IFIC Operations Course and/or Canadian Securities Course is an asset
Call Centre experience is an asset
Computer proficiency; Microsoft Office is an asset
Ability to work efficiently and effectively alone and with other internal and external specialists while in a high volume environment
Ability to work in a fast-paced, constantly changing environment
Flexible and adaptable to change
Excellent verbal and written communication skills

Responsibilities

Represent the Mutual Fund Team as a SME on all mutual fund products including third party funds offered by Tangerine by answering questions and providing training for internal clients and team members.
Handle process and complete all transactions that result from the Call Centre’s daily activities which include setting up new accounts, verifying information, entering data on the system and client/account investigation.
Ensures timely completion of all cash management activities, trade processing and account maintenance.
Actively monitor and maintain Investments queues to ensure completion of service request or inquiries. Provide regular follow up on research status as required.
Reconcile daily processing work -- prepare and scan documents into internal imaging system.
Work closely with other departments to resolve account related problems in a timely manner.
Provide information on the policies and procedures of the CBS Department.
Liaise with other banking and financial institutions in order to resolve complex client issues.
Ensure that policies and procedures are updated regularly as per the CBS Department’s parameters.
Must be able to handle high volume of processing especially during peak periods and RSP season.
Commit to proactive and ongoing improvement of skills and the continued acquisition of knowledge; Contribute in the ongoing development of the CBS Department.
Handle inquiries from the Service and Sales Team and other internal clients via the CBS Support Line.
Participate in Testing ARQ and Enhancement requests as well as participate and provide cross training/training of new hires.