Job Description

Requisition ID 262354

At Tangerine, we’re redefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head-on with leading technology and the unstoppable power of collaboration.

Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the communities we serve and across our organization. We foster a culture built on integrity, inclusion, and fearless ambition – where diverse perspectives are valued, and people are empowered to do their best work.

Are you ready to disrupt the status quo? Do you crave challenges that push boundaries? If you’re a high performer looking to accelerate your career and reimagine the banking landscape, this is your moment.

Let’s shape the future of banking together!

Position Title: Specialist, Investments

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape!

What you will be doing: Client Business Support (CBS) is a client focused processing department that enables the bank to demonstrate that a digital bank can offer superior client experience by efficiently and effectively delivering on the promises made to our clients.

The CBS department is made up of several teams; each team plays a unique role in providing support for Deposits, Lending, and Investments products.

Overall, Client Business Support is committed to delivering a 'Wow' experience. While we do not speak directly with our clients, we make sure we deliver on promises made to our clients!

The Specialist, Investments is responsible for workflow processing and problem resolution of customer financial and non-financial transactions generated from the Mutual Fund Call Centre, Tangerine Call Centre, Cafes, mail-in, on-line applications and various other departments. The Specialist will be fully knowledgeable in all Mutual Fund products including TFSA, RIF and RSPs.

The CBS Specialist is expected to participate in projects and will represent the department as a subject matter expert as related to the registered product area to complete all or part of the procedures, testing and/or training.

Is this role right for you? In this role, you will:

• Represent the Mutual Fund Team as a SME on all mutual fund products including third party funds offered by Tangerine by answering questions and providing training for internal clients and team members.

• Handle process and complete all transactions that result from the Call Centre’s daily activities which include setting up new accounts, verifying information, entering data on the system and client/account investigation.
• Ensures timely completion of all cash management activities, trade processing and account maintenance.
• Actively monitor and maintain Investments queues to ensure completion of service request or inquiries. Provide regular follow up on research status as required.
• Reconcile daily processing work -- prepare and scan documents into internal imaging system.
• Work closely with other departments to resolve account related problems in a timely manner.
• Provide information on the policies and procedures of the CBS Department.
• Liaise with other banking and financial institutions in order to resolve complex client issues.
• Ensure that policies and procedures are updated regularly as per the CBS Department’s parameters.
• Must be able to handle high volume of processing especially during peak periods and RSP season.
• Commit to proactive and ongoing improvement of skills and the continued acquisition of knowledge; Contribute in the ongoing development of the CBS Department.
• Handle inquiries from the Service and Sales Team and other internal clients via the CBS Support Line.
• Participate in Testing ARQ and Enhancement requests as well as participate and provide cross training/training of new hires.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• University or College Degree preferred
• Minimum 1-2 years of work-related experience, preferably in the banking industry
• IFIC Operations Course and/or Canadian Securities Course is an asset
• Call Centre experience is an asset
• Computer proficiency; Microsoft Office is an asset
• Ability to work efficiently and effectively alone and with other internal and external specialists while in a high volume environment
• Ability to work in a fast-paced, constantly changing environment
• Flexible and adaptable to change

• Excellent verbal and written communication skills

What's in it for you?

• You will be part of a diverse and inclusive team of Client-focused go-getters looking to learn from each other in an environment that celebrates and recognizes success!
• You will have access to thousands of online and in person courses so you can shape your career growth with the support from diverse industry leaders.
• You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.
• You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don’t apply here.
• You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

Location(s): Canada : Ontario : Toronto

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.