Deposits Administrator
Peoples Group
Date: 3 hours ago
City: Toronto, ON
Contract type: Full time
About Us
Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.
Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.
About The Work Environment
Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start & end times.
About You
You are a highly motivated and skilled Deposit Administrator able perform a variety of administrative duties that includes non-client facing account openings, deposit processing, reconciliations and serves as a resource person when the team requires assistance. A proven record in teamwork, efficient delivery, trouble shooting and experience working in the financial services industry is a plus.
About You / Qualifications
NOTE: Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted. This job posting is for an existing vacancy.
Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.
Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.
About The Work Environment
Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start & end times.
About You
You are a highly motivated and skilled Deposit Administrator able perform a variety of administrative duties that includes non-client facing account openings, deposit processing, reconciliations and serves as a resource person when the team requires assistance. A proven record in teamwork, efficient delivery, trouble shooting and experience working in the financial services industry is a plus.
About You / Qualifications
- Minimum of 2 years of experience in administrative and/or customer service role with Financial Services experience
- Excellent communication skills, both verbal and written
- Exceptional dispute resolution skills
- Commitment to providing a high standard of service
- Demonstrated ability to deal with clients and solve problems effectively
- Strong attention to detail
- Effective organizational and time management skills
- Adaptable and able to work well under pressure and deadlines with minimal supervision
- Ability to multi-task and maintain a commitment to accuracy and timeliness
- A self-starter who can work independently and as part of a team
- Strong computer skills with proficiency in Word, Excel and Outlook
- Experience with the DNA Platform/Fiserv and/or PPLUS an asset
- Accurately process new client account openings while complying with Peoples Account Opening policies and procedures along with adhering to AML/KYC compliance
- Accurately process registered and non-registered account applications
- Accurately process new Business Account Openings relating to chequing or non-chequing products
- Ensure department policies and procedures (i.e., privacy protection, AML/KYC) are followed when providing service to clients and performing account maintenance
- Perform financial adjustments and non-financial maintenance when necessary to ensure that customer and business expectations are met
- Answer client questions regarding the new Client or Account opening application
- Keep up to date with new legislation regarding Peoples Groups Deposit products and services
- Maintain knowledge of regulatory and AML/KYC compliance impacting your day-to-day work
- Back-office functions relating to various daily GL Reconciliations, Return Items, Wire transfers, departmental DNA postings
- Agents – includes Agent registrations, re-registrations, transactional postings, and month-end responsibilities – commission payments, reporting
- Responsible to ensure work is balanced at end of day
- Trouble shoot requests from CSRs on issues relating to banking system, account opening or related administration tasks
- Participate and assist with any new upgrades to the DNA banking platform
- Assist with the development of procedures and processes where appropriate
- Administrative tasks – filing, uploading documents to portal, scanning, etc.
- Responsible to ensure coverage of primary responsibilities are met when out of office
- Team player who supports the team in all day-to-day assigned duties and responsibilities
NOTE: Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted. This job posting is for an existing vacancy.
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