Bilingual Operations Officer

Job Title: Operations Officer II - Bilingual

Duration: 1 Year

Mon-Fri; 8AM-5PM

Extension possible: Yes, based on performance and business needs

Conversion Possible: Yes, based on performance and business needs

Work Model: Hybrid- 4 days on site and one day is wfh, for training period it will be fully onsite (4 weeks).

Overview:

The role requires employees to:

• High accuracy requirements
• Work in a highly regulated environment.
• The team reviews requests, verifies client information, updates accounts, handles required documents and transactions, and works with partners to complete requests on time.
• Complex account handling
• Balancing speed with control
• Maintain current knowledge of changing provincial legislation and internal policies.
• Meet service level expectations while maintaining a high degree of accuracy.
• Degree/Level of Education: Post Secondary
• Certifications Required: No
• 2-4 years of banking experience
• 2-4 years of banking experience as a Financial Advisor, working with clients and demonstrating strong knowledge of banking products and services, including debit and credit, chequing and savings accounts, core banking financial product knowledge. Legal experience is a very strong nice-to-have (HM's preference)

Summary Of the Role:

• Typical Day-to-Day Responsibilities: Supporting clients in managing their finances, reviewing documents submitted by branch partners to ensure they meet legal requirements, and processing them if accurate or following up when needed.
• How much time is being spent in meetings; 30 min daily
• Who are they interacting with (internal/external): Internal
• Will the contractor have access to any customer data? YES!

MUST HAVE Hard Skills:

• Fully bilingual in English and French- written and verbal
• 2-4 years of banking experience is required
• Prior experience in an SLA based role
• Microsoft 365 proficiency- Excel, Outlook, and Word
• Comfortable using AI technology

Soft Skills:

• Excellent communication skills- both written and verbal
• Attention to detail and accurcay
• Ability to multiask and manage volumes

Nice-To-Have

• Legal experience- working with legal government documents