Tangerine

BISA Specialist (Toronto & Moncton)

Job Post Start
11/15/2017
CA-ON-North York
Job Type
Regular Full-Time
Department
Client Business Support - 1011

Job Description

DEPARTMENT SUMMARY:

Client Business Support (CBS) is a client focused processing department that enables the bank to demonstrate that a virtual bank can offer superior client experience by efficiently and effectively delivering on the promises made to our clients. The CBS department is made up of several teams; each team plays a unique role in providing support for both Deposit/Chequing and Lending products. The following teams along with their specialized focus is what makes Client Business Support an integral piece of our organization:

  • Account Opening
  • Registered Products, Statements and Year- End
  • Mutual Funds and Cannex.
  • Payments
  • Estates
  • Lending
  • Quality Assurance

Overall, Client Business Support is committed to delivering a 'Wow' experience…while we do not speak directly with our clients…we make sure we deliver on promises made to our clients!

ROLE PURPOSE:

The Specialist of Account Opening, BISA is a subject matter expert that has experience  to provide thorough problem resolution as related to customer transactions generated by the Call Centre, Café’s, mail-in, online applications and from various other departments, with an emphasis on quality and integrity of work, able to work independently within established timeframes.

The Account Openings team is responsible for the daily processing of account openings, cheque deposits and Tangerine cheque clearing within the bank. 

The Specialist of Account Opening, BISA will be relied upon with questions from the team or department, participate in projects as a subject matter expert as well as conducting testing for any specified functional area.

The position offers the incumbent an opportunity to execute utilizing good planning and organization techniques with peer collaboration being essential.

ROLE ACCOUNTABILITIES:

  • Monitor, support and provide assistance to daily Business Account Opening and Account Maintenance.
  • Maintain adequate stock of office supplies and order as needed.
  • Responsible for the training/support of new associates.
  • Assist in investigation and escalated problem resolution, liaising with CBS Leader and Call Centre including the CBS General Line and Email channel.
  • Assist in solution management dedicated to providing a positive work environment, foster teamwork, and growth and maintaining high team morale.
  • Contribute to the ongoing process improvements in the CBS Department.
  • Strong investigative skill set to be able to test and problem solve.
  • Participate in testing and development of training material as required by the business.
  • Update procedures and guidelines as new processes are introduced or changed.
  • Other duties as assigned. 

MINIMUM QUALIFICATIONS:

    • University or College Degree
    • 2 – 3 years of related work experience, preferably in the banking industry.
    • Trust or Banking Institute courses an asset
    • Call centre experience an asset
  • Specialized Knowledge
    • Be fully knowledgeable with respect to Tangerine products, services, policies and procedures
    • Knowledge of Tangerine products, systems, policies and procedures an asset
    • Knowledge of Visio processing mapping
  • Technical Skills
    • Bilingualism (French/ English) an asset
    • Proficiency in PC software – MS Office Suite
  • Abilities
    • Ability to answer questions and/or provide overrides
    • Ability to function in a fast-paced environment 

WORKING CONDITIONS:                                  

The Specialist, Account Opening, BISA will be working in a traditional office environment and may be subject to special working conditions as needed by the business. Special working conditions may cover a range of circumstances from regular evening and weekend work, overtime, shift work, working outdoors and/or working with challenging clients.

 

DIRECT REPORTS:

No.

 

DISABILITY ACCOMODATIONS:

Tangerine will make reasonable accommodations for the known physical or mental disabilities of an otherwise qualified employee or applicant for employment, unless undue hardship to Tangerine would result. Any applicant or employee who requires accommodation in order to perform the essential functions of a job should contact Human Resources or his or her supervisor.

MANAGING RISK:

All members of the Tangerine Team are responsible for managing risk and compliance within their departments. As such, employees should maintain and demonstrate the highest standards of integrity and ethical conduct in accordance with Tangerine policies, guidelines and directions.

Tangerine is an equal opportunity employer.

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