Service Officer II

4 days ago


Toronto, Ontario, Canada CB Canada Full time

Job Title: Service Officer II

Job Summary:

CB Canada is seeking a highly skilled Service Officer II to join our team. As a Service Officer II, you will be responsible for the timely and accurate processing of relevant transactions, ensuring compliance with firm and industry regulations.

Key Responsibilities:

  • Process transactions in accordance with established procedures and guidelines.
  • Adapt to a fast-paced environment, working under pressure to meet deadlines.
  • Evaluate and escalate non-standard or high-risk transactions as necessary.
  • Ensure accurate and complete documentation, reflecting client and business intentions.
  • Conduct investigations and report risk issues or process gaps.
  • Utilize system capabilities to upload and download information in a timely and accurate manner.
  • Assist in the analysis, development, testing, and implementation of operating and process improvements.

Requirements:

  • High school diploma or equivalent required.
  • 2-4 years of related experience required.
  • Previous banking or financial experience preferred.
  • Proficient in Excel, including VLOOKUP, PivotTable, and filters.
  • Strong technical and analytical skills.
  • Ability to pass a criminal background check.

What We Offer:

CB Canada is committed to providing a welcoming and inclusive environment. We offer equal opportunities to access our services and are dedicated to creating a barrier-free environment.



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