Senior Administration , Client Bank

Job summary

Administer and process GIC and other deposit-related transactions, including complex cases, while meeting service timelines, quality standards, and regulatory requirements. Support internal and external partners, maintain client files and reports, verify team work, distribute workloads, and recommend process improvements.

Job details

Founded in Montreal in 1846, Laurentian Bank is committed to serving its customers and fostering deep relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market opportunity and has an edge, while harnessing the power of partnerships and collaboration. This role sits within Laurentian Bank. The incumbent is responsible for the daily administration and processing in support of Deposit Administration, in accordance with Laurentian Bank of Canada's standards, policies, procedures and established SLA's. The incumbent will be expected to support or answer internal/external partners' inquiries, regarding the products administered within the department, while providing a consistent level of superior customer service as well as providing subject matter expertise for department projects and initiatives. The incumbent is also responsible for maintaining and updating reports. Responsibilities Analyzes, documents, and accurately executes routine GIC transactions, including escalated and complex cases, using various computer systems, within set parameters and timelines. Ensures that set standards for processing, client services, documentation and execution of routine transactions are met at all times. Prioritizes and schedules transaction processing, working within the accepted industry and department established time frames, while adhering to internal audit standards. Administers and processes product specific financial or non-financial transactions, according to Laurentian Bank's standards, policies, and procedures. Researches, prepares, processes, balances, reconciles, and ensures quality control of all financial and non-financial transactions for clients. Monitors the incoming documents queue to ensure processing according to Laurentian Bank's service standards. Schedule and distrubute work to team members. Maintains client files, ensures efficiency in retrieving documents, and archives closed files for easy accessibility. Researches and answers inquiries from internal and external partners, such as Customer Services or financial advisors, Fundo co.'s regarding products and processing issues. Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope. Verifies work work of Senior Administration Officers in the department, for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements. Completes daily workload within timeframes set by Laurentian Bank and addresses any issues with the direct manager. Participates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns. Submits recommendations to improve work processes to direct manager. Keeps abreast of legislation, policies, and procedures, which relate to products and services. Participates in special projects and carries out any other similar or general task at the request of their direct people manager or that may be required by their function. Accurately executes GIC transactions within set parameters and timelines. Maintains excellent working relationships with internal and external partners. Verifies own work and work of team members in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements. Qualifications Strong knowledge in Deposits, including associated system (CPS / T24) Post-secondary degree or diploma in Business or in a related field Bilingual (French/English) verbal and written communication skills are assets 2 to 3 years of work experience within a regulated dealer operations or bank operations department in an administration or processing role. Excellent attention to detail and accuracy. Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook is a must. Familiarity with using large and complex financial database systems; ability to learn inquiry and maintenance functions in back office processing systems. Excellent interpersonal and communications skills, both verbal and written. Excellent customer service skills with the ability to communicate information effectively. Able to work in a high volume, multitasking environment with extremely demanding time frames. Strong organizational, time-management, and multitasking skills. Highly motivated with a desire to succeed and progress. Ability to work effectively with others as part of a team. Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset. Ability to work effectively with others as part of a team. Inclusion and Accessibility At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community. We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know. PIPEDA We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you. We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.

What you’ll do

Administer and process GIC and other deposit-related transactions, including complex cases, while meeting service timelines, quality standards, and regulatory requirements. Support internal and external partners, maintain client files and reports, verify team work, distribute workloads, and recommend process improvements.

Requirements

Requires 2 to 3 years of experience in regulated dealer or bank operations, a post-secondary degree or diploma in business or a related field, and strong knowledge of deposits and associated systems such as CPS or T24. Candidates should have strong Excel and Microsoft Office skills, excellent accuracy and communication, and the ability to manage high-volume work; French and English bilingual skills and continuous improvement methodology familiarity are assets.

Listed skills

• Continuous Improvement · Preferred
• Time management · Preferred
• Customer service · Preferred
• Teamwork · Preferred
• Regulatory Compliance · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Quality Control · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Deposit Administration
• GIC Transaction Processing
• Bank Operations
• Financial Transaction Reconciliation
• Quality Control
• Regulatory Compliance
• Client File Management
• Customer Service
• Partner Inquiries
• Microsoft Excel
• Microsoft Office
• Financial Database Systems
• Attention To Detail
• Time Management
• Teamwork
• Continuous Improvement

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Management & Leadership

More jobs from Laurentian Bank