Bilingual Transfer Officer

7 months ago

Ottawa, Canada Scotiabank Full time

Requisition ID: 199837

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

As a Bilingual Transfer Officer, you will contributes to the overall success of the Mutual Funds Transfers in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You will ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

**Is This Role Right For You?**
- Provide services to dealer calls (transfer updates, transfers related information)
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Retrieves and processes all the transactions received and maintains the Bank’s systems up-to -date following Scotia Service Standards and agreements as per Service Level Agreement terms
- Ensures all account transfers received on a daily basis are processed in an accurate, timely and high quality way by:

- Completing, verifying and processing Transfer Forms
- Maintaining accurate records of account transfer bookkeeping entries
- Providing prompt and accurate follow-up on outstanding transfer items
- Respond to all inquiries received in a timely and knowledgeable form while fostering a relationship of mutual trust, respect and confidence.
- Supports colleagues with their training or cross-training initiatives within the department.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.

**Do You Have The Skills?**
- Post-Secondary Education
- Must be fluent in both English and French
- Ability to deal effectively with customer’s inquiries, complaints, referring to a Manager/Supervisor where necessary, and ensure a prompt and accurate resolution is provided to the complete satisfaction of all parties involved, the Customer, the Bank, and Investment Support department.
- Demonstrated flexibility in a constantly changing environment (procedural and automated), being versatile and able to provide cover on several posts at different times and at different levels on any given day concurrently.
- Good communication verbal and written to prepare business letters, reports and documents for customers, and external resources as required.
- Good organizational skills to manage workload and effectively assist/train employees.
- Demonstrated knowledge of Accounting Principles, Banking Operations and its linkages/interdependencies with internal and external business partners.

**Working Conditions**
- Hybrid once a week at 4715 Tahoe Blvd, Mississauga or 1470 Alta Vista Drive, Ottawa. Requirement can change based on business needs.

Location(s): Canada : Ontario : Mississauga || Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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