Associate Personal Banker at Wells Fargo providing financial solutions and building customer relationships in Virginia Beach. Delivering exceptional customer experience through proactive outreach and product offerings.
About the role
- Superviseur des transferts bilingue chez Aviso, responsable de la supervision d'équipe et du respect des délais. Engagement envers l'excellence du service client et liaison avec les partenaires.
Responsibilities
- Set standards for departmental procedures and monitor them to ensure quality, accuracy and efficiency of work while meeting service level agreements (SLAs).
- Create a positive, leadership-driven environment by earning the respect of staff, peers and stakeholders.
- Ensure staff receive appropriate and timely training and development.
- Coach staff to improve performance while increasing/maintaining employee engagement and career progression, and support onboarding and integration of new employees.
- Ensure all processes and procedures are kept up to date in all manuals — internal and external — including the department’s service level agreements.
- Manage internal and external communications using appropriate distribution channels, liaising with external vendors and trustees as required.
- Analyze current business practices and identify areas where the department can improve processes; make recommendations and implement procedures to streamline workflow.
- Manage work related to departmental projects and participate in the implementation of department and divisional initiatives as needed, delegating when appropriate.
- Support staff with complex issues or escalations, respond to client (internal and external) inquiries and ensure customer service levels are maintained within the department, informing management as necessary.
- Forecast appropriate staffing levels as well as training and development needs, including cross-training staff so employees remain current and can perform the tasks required for each role on the team.
- Review and approve daily journal entries and monthly account reconciliations (IIROC and MFDA).
- Report monthly, in a timely manner, on the standards established by service level agreements, including exceptions, and create business plans to manage resources during high-volume periods.
- Stay current with industry initiatives and standards (MFDA and IIROC) and maintain up-to-date knowledge of registered plan products, CDS’s NELTC service, IIROC and MFDA rules, legislation and protocols.
- Liaise with management regarding process and procedure reporting for external and internal auditors, as required.
Requirements
- Postsecondary education and ongoing training related to the investment industry, specifically operations functions.
- Strong knowledge of relevant regulatory requirements; successful completion of CFIC or CCVM is an asset.
- Three to five years of progressively responsible experience in the investment industry, including one to two years in a supervisory role.
- Excellent delegation, organization, time-management and administrative skills.
- Strong attention to detail and accuracy.
- Ability to work under pressure, prioritize and meet deadlines.
- Solid analytical and problem-solving skills, and the ability to manage multiple tasks while maintaining attention to detail.
- Excellent customer service skills and the ability to quickly identify and resolve issues in a manner satisfactory to all parties.
- Highly motivated, with a strong focus on achieving objectives.
- Intermediate computer skills in MS Word, Excel, Outlook and Access. Advanced Excel skills are an asset.
- Excellent communication skills in both French and English required.
Benefits
- A competitive compensation program that rewards and recognizes individual contributions.
- Comprehensive health, dental and life insurance to meet diverse employee needs.
- Generous vacation, health and fitness benefits, and supplementary parental leave options.
- Additional employer contributions to our retirement program.
- A commitment to continuous staff development through learning and development initiatives and a training support program.
- Regularly organized social events to promote teamwork.
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