Title: Operations Officer II
Duration: 10 Months (Possibility of Extension/Conversion)
Hybrid schedule: Hybrid – 4 days a week on-site mandatory
Location: Markham, ON
 
Summary Of the Role:

• Reporting to the Manager, Deposit Compliance Remediation, Small Business Banking, the Account Specialist, Small Business Banking, will assist customers in updating required or missing customer information, conducting account reviews, and providing support to ensure a legendary customer experience.
• This position requires a strong communicator who is comfortable engaging with partners and clients in a contact center environment and has the ability to navigate multiple software and platforms.

Responsibilities:
Account Review & Maintenance Activities:

• Conduct reviews of customer accounts and files to identify discrepancies or missing information and determine the next appropriate step, based on outlined procedures.
• Follow all end-to-end procedures accurately for Business Account compliance, including documentation of all interactions with customers.
• Ensure documentation that is prepared/completed is accurate and properly reflects client/business intentions.
• Adhere to company policies, procedures, and standards to ensure compliance in all customer interactions.

Must-Have Hard Skills:

• Fluency in English for written and verbal communications
• Proficiency and expertise with Microsoft Office (Word, Excel, PowerPoint, and Outlook) and customer relationship management tools.
• Previous experience in customer service
• Excellent interpersonal and communication skills, both written and verbal.

Soft Skills:

• Strong organizational skills, with the ability to work in a fast-paced environment.
• Ability to work with ambiguity to break down and solve business problems.

Nice-To-Have

• Understanding of KYC/KYB requirements is preferred
• Contact center

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 22.88/hr.