Case Assessment Officer

4 weeks ago

Toronto ON, Canada Ombudsman for Banking Services and Investments Full time

Are you a talented Case Assessment Officer interested in public service and contributing to financial fairness and justice? We are currently looking for a talented Case Assessment Officer to join our team.

Canada’s Ombudsman for Banking Services and Investments (OBSI) is a national, independent and not-for-profit organization that helps resolve and reduce disputes between consumers and financial services firms including banks, trust and loan companies, credit unions, investment dealers, mutual fund dealers and companies, exempt market dealers, portfolio managers, and scholarship plan dealers, as well as other financial services providers. OBSI responds to inquiries from the public, conducts fair and accessible investigations of unresolved disputes, and shares its knowledge and expertise with stakeholders and the public.

Job Title: Case Assessment Officer I

Location: Toronto Office

Reporting to: Manager, Case Assessment

Description: Case Assessment Officer I’s are the first point of contact for consumers and an important resource for firms. They answer consumer and firm inquiries, assess cases, determine if they are in mandate, and prepare them for assignment to investigators.

Duties and responsibilities

Responding to inquiries and case intake:

  • Answering live in-bound calls from and placing outbound calls to consumers and firms;
  • Responding to email inquiries from consumers and firms;
  • When appropriate, referring consumers to the appropriate firm, regulator or agency;
  • Providing information and direction to consumers about our mandate and our complaint-handling process;
  • Collecting information from consumers to make mandate decisions.

Case Assessment:

  • Assessing complaints and determining if they are in mandate;
  • Writing case summaries for each case;
  • Identifying cases that may be appropriate for expedited investigation;
  • Determining products, issues and complexity ratings for each case;
  • Identifying and raising systemic issues to Manager;
  • Writing out-of-mandate letters and communicating findings to consumers;
  • Sending and reviewing consent letters with consumers to ensure they understand the terms and conditions of OBSI’s investigations;
  • Requesting documents from firms, ensuring they are received in a timely manner, and preparing electronic case folders;
  • Collecting demographic data from consumers for each open case.

Contributing to organizational initiatives:

  • Maintaining the accuracy of template responses and referral information on file;
  • Helping to train new staff;
  • Providing meaningful input and quality participation in projects relating to corporate objectives and the improvement of OBSI;
  • Assisting the Communications Team with French translations;
  • Participating in stakeholder events;
  • Other duties as assigned.

Key qualifications, abilities and skills:

  • Strong communications skills (written, verbal and oral), in English;
  • Excellent phone etiquette;
  • Strong interpersonal skills and the ability to work both independently and within a team environment;
  • Ability to communicate both tactfully and diplomatically and maintain a high degree of confidentiality and professionalism;
  • Strong organizational and time management skills and the ability to identify and prioritize tasks and to complete them within fixed timelines;
  • Strong customer service skills;
  • High attention to detail;
  • Sound judgment and a well-developed sense of fairness and ethics;
  • Good research and analytical skills to enable the determination and interpretation of relevant information;
  • Strong computer skills; and
  • Knowledge of the financial sector is an asset.
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