Responsibilities: - To receive, review and process the applications received via remote channels to ensure all required documentation is complete, accurate and the bank/investment account can be opened
- To conduct service calls to assist customers (if necessary) in completing the online applications to maximize the business opportunities
- To handle inbound enquiries from prospects relating to remote account opening application, provide guidance on application requirements and processes
- To coordinate with branches on bank account opening appointments
Qualifications: - Relevant experience
- High School diploma or equivalent
- Proficient in Microsoft Office
- Ability to work occasional weekends to support sanity test
- Demonstrated analytical skills and able to work in a team
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group: Operations - Core
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Job Family: Operations Support
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Time Type: Full time
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