Operations Support Officer

What is the opportunity?

The Operations Support Officer (OSO) supports the Canada Asia Centre, International Private Banking business by delivering operational expertise and support to enable fulfillment of client requests in an effective, efficient, and client-focused manner. These requests include transactions, wire payments, investigations, and account openings. This position also requires close working relationship with the Sr. Due Diligence Officer.

What will you do?

• The OSO will support the Manager and Assistant of Sales Support, CAC IPB with efficient and accurate completion of transactions and bookings of foreign exchange.
• Responsible for on-boarding/approving new accounts from a due diligence perspective and ensure that new relationships on-boarded by the Private Bankers comply with the Post Account Opening Files Review Process and that all High Risk clients are reviewed periodically (every year or every two years) in accordance with the Periodic Review Process.
• Contributes to meeting the unit’s/team’s objectives by providing value added service and support/backup to Private Banking Associates.
• Provides primarily responsive service through client needs based approach and process a broad range of transactions for high net worth International Private Banking clients.
• Acts as the centre of expertise for most operation duties of the unit, including custody controls, revenue and expense controls and negotiation of items.
• Identifies operational deficiencies and helps implement steps to protect client’s interests.
• Develops relationships with service partners to ensure client satisfaction and efficient operation of the unit and provides professional, attentive and accurate service when dealing with both clients and staff.
• Act as the problem resolution champion leveraging appropriate partners to resolve client concerns
• Demonstrate knowledge and understanding of operational processes, including account opening and maintenance
• Identify and recommend solutions to improve efficiency
• Champions compliance, AML, bank policy and procedures

What do you need to succeed?

Must-have

• Superior client servicing skills and professional attitude at all times
• Excellent communication skills, both verbal and written
• Solid experience in branch operations including all Service Platform transactions, wire payments, foreign exchange contracts, CART, Sales Platform account openings, etc.
• Strong working knowledge of Microsoft Office Suite
• Meticulous attention to detail and strong organizational skills
• Proficient in Mandarin and Cantonese to work with Asian clients

Nice-to-have

• Operational and compliance experience

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients