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Operations Officer III

Hybrid
Entry Level
CONTRACTOR

About the role

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.

Introduction: Prime Hires is seeking a skilled Operations Officer III to join our client in support of an existing vacancy.

Contract Period: 6 months Pay Rate: $24 per hour Location: Montreal, QC Location Type: Hybrid Business Hours: Monday - Friday, 8:30 AM - 4:30 PM

Job Responsibilities: Provide inbound and/or outbound support to customers in a non-face-to-face environment. Create exceptional customer experience with every client interaction and contribute to the ongoing improvement of the overall customer experience by ensuring advice, service, and inquiries and/or issues are managed promptly and effectively under all conditions. Navigate multiple screens and systems to locate and update customer information during customer calls. Use effective relationship skills when communicating with partners/colleagues/customers. Conduct reviews of customer accounts and files to identify discrepancies or missing information and determine the next appropriate step, based on outlined procedures. Follow all end-to-end procedures accurately for Business Account compliance, including documentation of all interactions with customers. Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions. Adhere to company policies, procedures, and standards to ensure compliance in all customer interactions. Experience & Qualification Requirements: Undergraduate degree required. 1+ years of experience in banking from a Financial Institution or Financial Services Contact Center. Fluency in French and English for written and verbal communications – bilingual. Proficiency and expertise with Microsoft Office (Word, Excel, and PowerPoint) and customer relationship management tools. Previous experience in customer service or contact centre role is preferred. Understanding of KYC/KYB requirements is preferred. Excellent interpersonal and communication skills, both written and verbal. Comfortable making and receiving outbound and inbound calls and engaging with customers in a professional and confident manner. Strong organizational skills, with the ability to work in a fast-paced environment. Ability to work with ambiguity to break down and solve business problems. Phone channel/Customer service experience in other domains. How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

About Robertson & Company Ltd.

Staffing and Recruiting
201-500

Robertson & Company Ltd. is a leading professional services firm providing recruitment-related, advisory and consulting services to corporations, professional organizations, governments, and public & private institutions.

RELATIONSHIP VERSUS TRANSACTION

Success in the recruitment services industry depends on deep relationships built on trust and performance. Our focus is never simply on the transaction at hand but on what is best for our client, both today and in the long run. We consider this unique approach and perspective to be the driving force behind our continued success in this highly competitive space.

DEEP INDUSTRY EXPERIENCE

While we work with many industries, Robertson & Company has exceptional experience and a proven track record with some of North America's leading financial institutions. We understand the needs of the industry and its inner workings better than any other recruitment firm. This is evidenced by our enviable client retention rate of nearly 100%.

A PROVEN TRACK RECORD

In our world, longevity is based on consistently delivering time and time again. Robertson & Company has just such a proven track record of performance. Our commitment to exceptional client communication, the use of proprietary screening and selection processes and an uncompromising commitment to excellence has served both us and our clients well.

Robertson is a Proud Certified Diversity Supplier.

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