Bilingual Transfer Officer

Requisition ID: 196981 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 twice 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.