Financial Services Operations Manager

2 weeks ago


Montreal, Quebec, Canada National Bank Full time
Overview

We are seeking a highly skilled Financial Services Operations Manager to join our team at National Bank. As a key member of our Private Banking 1859 team, you will be responsible for ensuring the smooth operation of administrative tasks and requests from collaborators and partners.

Job Summary

The successful candidate will have experience in sales and customer service, with a strong understanding of banking products and services for businesses. They will also possess excellent communication and teamwork skills, with the ability to work effectively in a dynamic environment.

Responsibilities
  • Perform various administrative tasks independently according to established policies, standards, and procedures.
  • Respond to requests from clients and partners involved in files by offering professional and courteous service.
  • Conduct checks and analyses to ensure the accuracy of data and operations.
  • Manage and provide administrative follow-up of files.
  • Produce the various reports and statistics required by different partners and ensure data integrity.
  • Help the Account Manager and the Account Representative coordinate and distribute work.
  • Open business and personal files and complete various requests for clients.
  • Ensure that your unit meets quality standards, while making the necessary corrections to work methods and procedures.
Requirements
  • A high school diploma and 3.5 years of relevant experience or a college diploma and 1.5 years of relevant experience.
  • Experience in sales and customer service.
  • Knowledge of banking products and services for businesses.
  • Knowledge of LIS and ICOP applications.
  • Proficiency with Word and Excel.
Benefits
  • Competitive salary: $65,000 - $85,000 per year.
  • Health and wellness program, including many options.
  • Flexible group insurance.
  • Generous pension plan.
  • Employee Share Ownership Plan.
  • Employee and Family Assistance Program.
  • Preferential banking services.
  • Initiatives promoting community involvement.
  • Telemedicine service.
  • Virtual sleep clinic.

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