Hybrid Document Specialist/Service Agent
Hybrid Document Specialist/Service Agent
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Job Description
Position Description:
This role is hybrid and requires you to be at our downtown Toronto /or Client office at a minimum 2 days per week - subject to change at any time.
Your future duties and responsibilities:
Doc Specialist Portion:
Supports all sales forces in the opening and maintenance of accounts and services. Directly impacts the banks ability to meet manage risk and regulatory requirements through the timely preparation review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements to protect the Banks assets and minimize losses.
Advises and guides on sales legal documentation to clients and internal partners
Resolves questions and issues with sales agreements and account documentations
Coordinates the management of documents database; ensures alignment and integration of documents in adherence with banks standards
Analyzes information and provide insights and recommendations
Executes the end-to-end documentation processes for assigned sectors including the distribution collection review and analysis
Reviews higher-risk client requests and confirm that proper authorizations have been received
Determines type of documents and appropriate actions as per request and establish procedures and processes
Reviews documents to verify that forms are correctly completed and required formats are used
Executes data entry/processing/tracking to support document management activities.
Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations
Understands risks inherent in the operating area and ensures appropriate actions including accuracy and safeguarding of all documents
Follows records retention guidelines and policies for type of documentation as required
Participates in the design development implementation and management of core processes
Supports change management work to ensure the achievement of anticipated benefits
Required qualifications to be successful in this role:
The role Facilitates the prompt and effective resolution of requests or issues. Uses independent judgment analysis and initiative to resolve problems makes recommendations and delivers impromptu end-user operational assistance training when required. This work maintains communications with callers throughout the analysis and resolution process particularly in difficult customer situations keeps them informed of status and escalates issues if deemed necessary. This role will independently identify systemic issues (e.g. system outages widespread processing errors) and take ownership of the end-to-end process to optimize the customer experience.
Responds to customer questions received via telephone calls call backs and emails
Conducts incident identification recording classification initial support investigation and diagnosis resolution and recovery incident closure ownership tracking monitoring and communication to ensure service levels are maintained
Creates and sustains consistent superior service to customers/clients and prospects
Assists customers in trouble shooting and resolving issues during deployment and ongoing use of products and services
Effectively analyses and diagnoses complex problems with a high level of accuracy and exceptional client service
Fosters trust and confidence by taking ownership of support issues provides friendly and accurate resolutions
Escalates issues that are beyond the level of expertise through the appropriate channels.
Maintains current knowledge and understanding of products services processes and relevant legal regulatory and technology requirements
Monitors completion of all internal and external operational effectiveness/compliance requirements to manage risk within acceptable limits
Breaks down strategic problems and analyses data and information to provide insights and recommendations
Executes work to deliver timely accurate and efficient service
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps
Broader work or accountabilities may be assigned as needed
#LI-GS!
Skills:
- Call/Contact handling
- IT Service Management
- Server Management
- Server Setup/Config
- Technical Analysis
- Financial Services
What you can expect from us:
Together as owners lets turn meaningful insights into action.
Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because
You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.
Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.
Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
At CGI we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer being able to perform your best during the recruitment process is important to us. If you require an accommodation please inform your recruiter.
To learn more about accessibility at CGI contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.
Come join our teamone of the largest IT and business consulting services firms in the world.
Required Experience:
Unclear Seniority
Employment Type
Temp
