Service Support Officer

4 weeks ago


Toronto, Canada Scotiabank Full time

Requisition ID: 179009

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Job Purpose**:
The Service Support Officer is responsible for contributing to the Private Banking unit’s overall success by providing superior service and administrative support to the Private Banking Sales Team. The incumbent possesses a thorough knowledge of the Bank’s commercial and retail products and services and the primary focus is to assist with private banking client transactions, documentation, monitoring, compliance and ensuring established requirements are met to mitigate risk for the Bank.

**Key Accountabilities**:
**1. Provide superior service and support to the Private Banking Unit by**:

- Developing and maintaining a thorough knowledge and understanding of the Bank’s Commercial and Retail Banking products and services in order to be positioned to meet Client’s ongoing needs;
- Responding promptly and effectively to requests, concerns and complaints from clients, PB Sales Officers, PB Manager and Manager Client Service;
- Providing a high degree of service and support combined with innovative approaches to resolving Private Banking Client, Sales Officers, Centre or service issues while maintaining an overall low risk profile for the Bank;
- Taking full responsibility for all Client inquiries/concerns/complaints directed to him/her resolving those matters within their discretion to the client’s satisfaction or by referring the client to the appropriate source, as set our in the Bank’s Complaint Resolution Standards and Procedures;
- Assisting PB Sales Officers in closing their sales by preparing documentation packages and performing accurate, complete and timely product set-ups for commercial and retail products, including retail credit product set-ups in the Term Lending System (TLS) as well as investment product set-ups in Investment Platform (IP);
- Assisting PB Sales Officers with preparation work for Annual Reviews.

**2. Assist in ensuring the Bank’s risk profile is mitigated by**:

- Ensuring all Business Authentication requirements are adhered to in order to protect the integrity of the Client and Bank information;
- Completion of any returns/reporting requirements accurately and submitting to the appropriate authority in a timely manner;
- Completing all function-specific documentation accurately as per Bank standards in order to protect both the organization and the Private Banking Unit;
- Providing timely and meaningful client information and/or analysis to Private Banking Sales Officers thereby facilitating the decision making process for risk management.

**3. Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by**:

- Adhering to cash, custody and security procedures and policies at all times;
- Adhering to position authorities and bank policies;
- Accurately processing daily transactions originated by Clients, management or a B/F system;
- Checking/authorizing transactions with approved limits;
- Executing necessary corrections as identified through exception reporting;
- Assisting with implementing changes to operation procedures and systems in order to increase efficiency and meet Bank regulations;
- Complying with regulatory requirements as part of the service process, including Know Your Client (KYC), Canada Deposit Insurance Corporation (CDIC), Financial Consumer Agency of Canada (FCAC), Anti-Money Laundering/Anti-Terrorist Financing (AML/ATF), Privacy and Occupational Health & Safety (OHS) requirements, processes and guidelines as well as SSI guidelines/processes;
- Immediately reporting/escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Manager Client Service, Private Banking Unit Head, Centre Director, National Private Banking Compliance Officer, and/or applicable Private Banking EO/Shared Services department, as appropriate;
- Identifying and referring to the appropriate sales officer existing and new business opportunities through his/her ongoing client contact;
- Ensure workstations and surrounding areas are organized and present a professional image

**Experience/Education**:

- The incumbent requires a high degree of client focus to deliver the standard for consistent delivery of the client experience. Previous Mid Office or Personal Banking Officer experience required.
- A thorough knowledge of the processes for administering financial products and services is required. Flexibility and strong organizational skills are required to adapt to a wide variety of tasks and functions, and to work effectively as a member of the Private Banking and SPCG teams.

**Functional Competencies**:

- Thorough knowledge of the Bank’s Commercial and Retail Banking products and services, policies and procedures;
- Thorough knowledge of the Bank’s monitoring and compliance requirements including Anti-Money Laundering requirem



  • Toronto, Canada Jewish Family and Child Service Full time

    **Receptionist and Office Support** **12-month contract** **About The Agency** Jewish Family and Child Service is a multi-service, client-centered, family service agency and a Children’s Aid Society. We support the healthy development of individuals, children, families, and communities through prevention, protection, counselling, and education and...


  • Toronto, Canada Jewish Family and Child Service Full time

    **Receptionist** **4 days per week** **About The Agency** Jewish Family and Child Service is a multi-service, client-centered, family service agency and a Children’s Aid Society. We support the healthy development of individuals, children, families, and communities through prevention, protection, counselling, and education and advocacy services, within...

  • Compliance Officer

    2 weeks ago


    Toronto, Canada Campus Support Full time

    We are happy to say that we are looking for an experienced **Compliance Office to join our team at Campus Support - Toronto GTA, Ontario** **Reporting to**: Regional Compliance/Finance Manager **Hours**: 40 hours a week, 9am-5pm EST **Address**:Toronto GTA Campuses **Preference**:Experience with Post Secondary Private or Public Education Institution...


  • Toronto, Ontario, Canada Jewish Family and Child Service Full time

    Receptionist4 days per weekAbout The AgencyJewish Family and Child Service is a multi-service, client-centered, family service agency and a Children's Aid Society. We support the healthy development of individuals, children, families, and communities through prevention, protection, counselling, and education and advocacy services, within the context of...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 181898 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 164445 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The...


  • Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 181898Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team's objectives. The incumbent...

  • Office Manager

    4 weeks ago


    Toronto, Canada Ada Support Full time

    At Ada our mission is to make customer service **extraordinary** for everyone and our vision is a world where every customer interaction is resolved by AI. Ada is an AI-powered **customer service automation** platform that makes it easy for businesses to automatically resolve the greatest number of customer service conversations — across channels and...

  • Office Manager

    1 day ago


    Toronto, Canada Ada Support Full time

    At Ada our mission is to make customer service **extraordinary** for everyone and our vision is a world where every customer interaction is resolved by AI. Ada is an AI-powered **customer service automation** platform that makes it easy for businesses to automatically resolve the greatest number of customer service conversations — across channels and...


  • Toronto, Canada Scotiabank Full time

       Requisition ID: 200301Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing:The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s...


  • Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 200301Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing:The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team's objectives....


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 200301 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What you will be doing: The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team's...


  • Old Toronto, Canada BFV Service GmbH Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: We are looking for aService Support Associate. As a Service Support Associate, you will provide in-house service and administrative support to our client service team. With a focus on customer...


  • Toronto, Canada Courts Administration Service Full time

    Courts Administration Service - Ontario Region - Toronto Regional Office - Management Services - Operations II Toronto (Ontario) CR-04 $50,821 to $54,857 **Closing date: 19 May 2023 - 23:59, Pacific Time** **Who can apply**: Persons residing in Canada, and Canadian citizens and Permanent residents abroad. **Important messages**: We are committed to...


  • Toronto, Canada International Business University Full time

    **Position Title**: Student Support Services Officer **Reports to**: Director Enrolment Services & Student Success **About IBU** International Business University (IBU) is a new and unique teaching-focused university specializing in business education that is looking for highly talented, motivated, and qualified faculty and professionals, ready for the...


  • Toronto, Ontario, Canada Courts Administration Service Full time

    Courts Administration Service - Ontario Region - Toronto Regional Office - Management Services - Operations IIToronto (Ontario)CR-04$50,821 to $54,857Closing date: 19 May :59, Pacific TimeWho can apply: Persons residing in Canada, and Canadian citizens and Permanent residents abroad.Important messages:We are committed to providing an inclusive and...

  • Support Worker

    5 days ago


    Toronto, Ontario, Canada Kinnect Support Full time

    Kinnect Support Services is a social services partner that provides trained staff support to various organizations in need of relief staff. Our team offers superior support to Agencies, Organizations, and Institutions that work with adolescents youth, adults, and seniors who experience behavioral, social, emotional, physical, and psychiatric...


  • Toronto, Canada Kinnect Support Full time

    Kinnect Support Services is a social services partner that provides trained staff support to various organizations in need of relief staff. Our team offers superior support to Agencies, Organizations, and Institutions that work with adolescents youth, adults, and seniors who experience behavioral, social, emotional, physical, and psychiatric...

  • Office Coordinator

    2 months ago


    Toronto, Canada Non- Profit Support Resources Full time

    **CAREER OPPORTUNITY- Office Coordinator** **(Full-time/Permanent) **_*This is a confidential posting. More organizational information will be provided during the recruitment process_. **Are you a people person and have strong administrative experience?** **Come join a progressive non-profit organization making transformational change in people’s...

  • Support Facilitator

    4 weeks ago


    Toronto, Canada Montage Support Services Full time

    _Montage Support Services is a leading service provider that offers innovative and individualized services that directly responds to the wishes, hopes, dreams and aspirations of each person living with us. Montage Support Services is committed to providing quality support to people with complex support needs. This is accomplished through a shared focus of...