Job Description
Requisition ID: 228047
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Operations Representative contributes to the overall success of the Account Maintenance Financial Team ensuring specific individual goals, plans & initiatives are executed and delivered in support of the team’s business strategies and objectives. They will also ensure all activities conducted, are compliant with governing regulations, internal policies and procedures.
Is this role right for you? In this role you will:
Provide Front-line field communications on iTRADE Accounts by investigating, resolving & responding to phone calls, emails & written correspondence on inquiries on banking activities for account types
Review, process and approve various banking related requests including special withdrawals, transfers & transactions
Analyze & resolve problem items and propose the best solution
Act on corrections as agreed to by the field and when required, raise issues/proposed solutions to Management
Provide administration of Registered Products activities for all Business Line (iTRADE, Scotia McLeod, and Scotia Trust)
Provide support to interdepartmental staff as required
Participate in various projects for iTRADE and Registered Products
Participate in sundry duties as assigned
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Post Secondary Education
Business education and/or investment industry experience
Canadian Securities Course is considered an asset
Working knowledge of Excel and Word
Reconciliation experience is an asset
Familiarity with various banking products (EFT, PAC, FX, etc)
The ability to manage multiple tasks, priorities and projects
The ability to be a self-starter, are independent task oriented with the ability to work with minimum supervision with guidance from senior management
Excellent communication skills both verbal and written and strong interpersonal skills
A focus on accuracy & thoroughness and are organized
Analytical thinking skills to break down problems
A focus on customer service including correcting problems accurately
Strong decision-making skills
A focus on efficiency
The ability to work independently and in a team environment
Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Operations Representative contributes to the overall success of the Account Maintenance Financial Team ensuring specific individual goals, plans & initiatives are executed and delivered in support of the team’s business strategies and objectives. They will also ensure all activities conducted, are compliant with governing regulations, internal policies and procedures.
Is this role right for you? In this role you will:
Provide Front-line field communications on iTRADE Accounts by investigating, resolving & responding to phone calls, emails & written correspondence on inquiries on banking activities for account types
Review, process and approve various banking related requests including special withdrawals, transfers & transactions
Analyze & resolve problem items and propose the best solution
Act on corrections as agreed to by the field and when required, raise issues/proposed solutions to Management
Provide administration of Registered Products activities for all Business Line (iTRADE, Scotia McLeod, and Scotia Trust)
Provide support to interdepartmental staff as required
Participate in various projects for iTRADE and Registered Products
Participate in sundry duties as assigned
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
Post Secondary Education
Business education and/or investment industry experience
Canadian Securities Course is considered an asset
Working knowledge of Excel and Word
Reconciliation experience is an asset
Familiarity with various banking products (EFT, PAC, FX, etc)
The ability to manage multiple tasks, priorities and projects
The ability to be a self-starter, are independent task oriented with the ability to work with minimum supervision with guidance from senior management
Excellent communication skills both verbal and written and strong interpersonal skills
A focus on accuracy & thoroughness and are organized
Analytical thinking skills to break down problems
A focus on customer service including correcting problems accurately
Strong decision-making skills
A focus on efficiency
The ability to work independently and in a team environment
Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
💡 Quick Summary
Seeking a career-building opportunity? The Operations Representative position is now open for candidates interested in the Bank Jobs sector. This role in Toronto 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.