Job Description
Attendance: Hybrid
Employment Category: Professional
Type of Contract: Temporary
A career as a Contract Solutions Specialist within the Equipment Financing team at National Bank is to act as an expert in financial transactions and providing top-notch support to both internal and external customers. This opportunity offers an outstanding opportunity to work in a multifaceted environment, where your contributions will drive the organization’s long-term growth and success.
Your Job
Handle file processing, system entries (Felix), enforceable documentation, and peer audits with precision.
Complete and audit contract modifications and transactions, including bulk and high-value items up to $1MM.
Provide expert advice on agreement modifications, manage risk, and minimize financial losses.
Conduct audits as required by Felix, ensuring adherence to policies and procedures.
Deliver clear transaction instructions and manage challenging conversations with a customer-first approach.
Identify training needs, streamline processes, and mentor peers on manual tasks and audits.
Stay informed on system and policy changes, support software testing, and communicate requirements internally and externally.
Your team
Within the Equipment Finance sector, you are part of a team of 300+ colleagues across Canada, and you report to the Manager, Contract Solutions. Our team stands out for its delivery on an amazing employee and client experience and commitment to providing an unrivaled client experience. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.
Our training programs use on-the-job learning to help you master your role. You can access personalized training content and support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Basic requirements
Business degree or diploma is a requirement or equivalent work experience and/or training.
5 years sales administration experience or file audit experience in the finance industry.
Analytical with strong attention to detail and accuracy.
Working knowledge of Broker Buying Centre and Equipment Finance Group financial products.
Expert on applications such as Felix, NLI Credit Portal, Salesforce Case console, T-value, Customer Portal, Webfocus, etc.
Strong accounting competence in handling billings, understanding invoice requirements, and grasping taxability concepts.
Your benefits
In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
Health and wellness program, including many options
Group insurance
Generous pension plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
Making a bold move in a people-first environment
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Additional required languages: English
Skills: Equipment Finance
Employment Category: Professional
Type of Contract: Temporary
A career as a Contract Solutions Specialist within the Equipment Financing team at National Bank is to act as an expert in financial transactions and providing top-notch support to both internal and external customers. This opportunity offers an outstanding opportunity to work in a multifaceted environment, where your contributions will drive the organization’s long-term growth and success.
Your Job
Handle file processing, system entries (Felix), enforceable documentation, and peer audits with precision.
Complete and audit contract modifications and transactions, including bulk and high-value items up to $1MM.
Provide expert advice on agreement modifications, manage risk, and minimize financial losses.
Conduct audits as required by Felix, ensuring adherence to policies and procedures.
Deliver clear transaction instructions and manage challenging conversations with a customer-first approach.
Identify training needs, streamline processes, and mentor peers on manual tasks and audits.
Stay informed on system and policy changes, support software testing, and communicate requirements internally and externally.
Your team
Within the Equipment Finance sector, you are part of a team of 300+ colleagues across Canada, and you report to the Manager, Contract Solutions. Our team stands out for its delivery on an amazing employee and client experience and commitment to providing an unrivaled client experience. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.
Our training programs use on-the-job learning to help you master your role. You can access personalized training content and support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Basic requirements
Business degree or diploma is a requirement or equivalent work experience and/or training.
5 years sales administration experience or file audit experience in the finance industry.
Analytical with strong attention to detail and accuracy.
Working knowledge of Broker Buying Centre and Equipment Finance Group financial products.
Expert on applications such as Felix, NLI Credit Portal, Salesforce Case console, T-value, Customer Portal, Webfocus, etc.
Strong accounting competence in handling billings, understanding invoice requirements, and grasping taxability concepts.
Your benefits
In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
Health and wellness program, including many options
Group insurance
Generous pension plan
Employee and Family Assistance Program
Preferential banking services
Opportunities to get involved in community initiatives
Telemedicine service
Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
Making a bold move in a people-first environment
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
Additional required languages: English
Skills: Equipment Finance
💡 Quick Summary
Seeking a career-building opportunity? The Contract Solutions Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Winnipeg offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
