Account Service Representative

What is the opportunity?

As anAccount Services Representative, will be responsible for processing routine data entry and on-line input of transactions, using basic understanding of products and processes in a production environment. Activities may also be dependent tasks or practical applications with emphasis on throughput, accuracy and production. This role is not sales oriented. The hours of operation are Monday to Friday, from 6:00 am to 4:00pm.

What will you do?

• Provides consistent service within established Client Service Commitments established for each department.
• Ensures all documents are examined for completeness and accuracy, and takes appropriate steps to correct for client.
• Identifies and recommends solutions to recurring errors and servicing gaps to Team Leader.
• Employees understand and accept change as it relates to their role and commitment to client fulfillment.
• Exercises due diligence in following operational risk policies, procedures, standards and guidelines.
• Ensures all authorities (SECAF, Delegated Authorities, Anti Money Laundering, Systems access etc.) are adhered to, reviewed and understood.
• Employee takes personal accountability for high achievement; actively participates in coaching opportunities, and learning opportunities to improve their individual and team contribution.
• Demonstrate six Principles of Problem Resolution: (Assume the client is right, Take ownership, Demonstrate concern, Apologize sincerely, solve the problem, Go the extra mile).

What do you need to succeed?

Must-have

• Be able to lift50 pounds
• You would need to be available 5 days a week; working a variety of shifts from between 6:00 am - 4:00 pm
• Position is required to cover vacation and peak volumes (for us the weeks of Christmas and summer, July thru Sept)
• Ability to work on tight timelines and high volumes of work in production environment
• Numeric keyboard skillsis a must

Nice-to-have

• Achievement Motivation
• Cash Handling Experience
• Team Player

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options

#LI-Hybrid

#LI-POST

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