Job Description
The Work
Reporting to the Senior Manager, Operations, the Operations Officer is responsible for a variety of functions within the Digital Banking group that include client onboarding, problem resolution, customer communication, processing of transactions, and data input. The Officer is responsible for performing the role with a high degree of accuracy and with a superb level of customer service and professionalism.
Responsibilities
20% Customer Service
- Promptly responding to client inquiries received from the Contact Centre, Fraud Group or directly from clients.
- Ensure customer satisfaction; must be well versed in product knowledge and features as well as policies and procedures.
- Resolving any issues that may arise and escalating as needed.
30% Client Onboarding Review and Input
- Facilitate the regulatory onboarding of customers in an efficient, compliant, and client-centric manner. Rapidly triage and escalate complex issues to management for resolution. For each application being processed:
- Ensure all required record keeping documentation has all been received in good order.
- Confirm receipt of initial deposit and resolving discrepancies or recommending exceptions where and when appropriate.
- Input the deposit details accurately into the banking system.
50% Processing
-
On a daily or periodic basis, Officers must review & process:
- Cheque deposits.
- Incoming EFTs.
- Returned items.
- Transfer-In and Transfer-Out requests for Registered Retirement Savings Plan (RRSP) & Tax-free savings account (TFSA).
Requirements
Let's Talk About You!
- Minimum of 2 years’ proven financial services operations experience.
- Exhibit sufficient judgment to detect, solve, or escalate problems efficiently and effectively.
- High level of accuracy in daily tasks, the ability to prioritize and multitask.
- Strong computer skills; ability to work independently on assigned tasks.
- Excellent oral/written communication, relationship management, and time management skills are a must.
- Must be able to operate effectively within a fast-paced environment with tight time frames which are closely scrutinized by Senior/Executive Management.
- Strong Customer Service orientation.
- Able to perform well in a high volume, high intensity environment.
- Product knowledge of Deposit & Registered products would be an asset.
- Proficient computer skills including MS Office.
About the job
- Posted on
- Aug 6, 2026
- Job type
- Contract
- Location
- TorontoHybrid
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