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Senior Account Processing Officer


This is a Contract position in Montréal, QC posted September 8, 2017.

Description CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. To learn more about CIBC’s Lines of Business, please visit our website. CIBC focuses on what matters to our employees – access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients. Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel. To learn more about CIBC and the CIBC Group of Companies please visit Job Overview As a Senior Account Processing Officer, you would be accountable for providing professional, timely and efficient service to branch (client) requests through the processing of complex and often multi-product financial and non-financial transactions within Wholesale Brokerage Operations. You would also assist with researching and investigating administrative requests while applying the appropriate rules and regulations to ensure transactions are processed with consistency and accuracy. ***This is a temporary position for 12 months*** Job Requirements – Research and investigate administrative requests received via various channels in a timely manner to ensure customer satisfaction – Apply the appropriate rules, regulations and procedures to ensure consistency and accuracy, while providing appropriate value add solutions to client issues – Process financial transactions (i.e. deposits, withdrawals, exchanges, transfers in, transfers out, adjustments) and non-financial changes (i.e. dealer and advisor code changes, investment changes, address updates, account profile changes) in response to branch requests – Create, compile and review transaction reports or data to ensure quality assurance of transactions – Reconcile client transactions, positions with sales and custodian holdings, identify errors and follow through with adjustment process – Identify and escalate complex issues or situations that require further analysis or investigation, in order to determine nature of the problem and to identify a feasible solution for the client, in a timely manner What We’re Looking For – Successful candidates must exhibit CIBC’s values of trust, team work, and accountability – Must have basic computer skills in a Windows environment such as using Microsoft Word and Excel – Should have knowledge of Wholesale Brokerage Operations and/or Brokerage industry (i.e. Registered Products, Investment Funds, Account Transfers, related regulations, procedures and CRA guidelines), a strong asset – Should have 1 – 2 years of professional client service and financial industry experience – Must have the ability to meet deadlines and provide acceptable service levels in conjunction with changing priorities – Must have good problem solving skills with attention to detail – Must have the ability to build and maintain strong relationships with business partners – Must be service oriented in dealing with both internal and external departments – Should have 1 – 2 years of professional experience in a client service or financial industry