Senior Operations Agent

National Bank of Canada; Vancouver; Hybrid; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Health & wellness program

Group insurance

Pension plan

Employee share ownership plan

Employee assistance program

Preferential banking services

Community involvement

Telemedicine

Sleep clinic

Job summary

National Bank seeks a Senior Operations Agent to enhance client service and team efficiency in a branch setting. You will perform administrative tasks, assist the team, and help maintain smooth daily operations in alignment with bank policies.

The role emphasizes strong organizational skills, reliability, and proactive collaboration with investment advisors and branch staff. Hybrid work options and flexibility support work-life balance.

Qualifications

• College diploma in Administration or related field with 1 year of relevant experience.
• Experience in financial services is an asset.
• Completion or pursuit of the Canadian Securities Course after hire is desirable.
• Strong knowledge of Microsoft Office (Excel, Word, Outlook).
• Excellent organizational and priority management skills.
• Self-starter with initiative and attention to detail.

Responsibilities

• Warmly welcome clients to the branch and direct them to the right resource person.
• Provide top-quality customer service in person, on the phone, and via email.
• Assist the branch administrator and others as needed.
• Make daily bank deposits and submit accounts payable.
• Carry out daily administrative activities (mail, filing, ordering supplies, meeting room bookings).
• Support Administrative and Operations routines as needed.

Skills

Customer service

Administrative support

Organizational skills

Attention to detail

Initiative

Teamwork

Education

College diploma in Administration or related field

Canadian Securities Course (desirable)

Tools

Microsoft Office (Excel, Word, Outlook)

Job description

A career as a Senior Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

• Warmly welcome clients to the branch and direct them to the right resource person .
• Provide top-quality customer service in person, on the phone, and via email.
• Help the assistant or branch assistant, as needed.
• Make daily bank deposits and submit accounts payable.
• Carry out daily administrative activities (mail, distribute and file documents, order supplies, manage conference room reservations, etc.).
• Helping Branch Administrator on Administrative and Operations routine when needed.

Your team:

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional Manager and work closely with a team of investment advisors.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• College diploma in Administration or a related field and 1 year of relevant experience
• Experience working in financial services, an asset
• Have completed, or will work toward completing, the Canadian Securities Course after being hired, desirable Good knowledge of Microsoft Office (Excel, Word, and Outlook)
• Excellent organizational and priority management skills
• Self-starter with initiative and attention to detail

A career as a Senior Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

Your job:

• Warmly welcome clients to the branch and direct them to the right resource person .
• Provide top-quality customer service in person, on the phone, and via email.
• Help the assistant or branch assistant, as needed.
• Make daily bank deposits and submit accounts payable.
• Carry out daily administrative activities (mail, distribute and file documents, order supplies, manage conference room reservations, etc.).
• Helping Branch Administrator on Administrative and Operations routine when needed.

Your team:

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional Manager and work closely with a team of investment advisors.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• College diploma in Administration or a related field and 1 year of relevant experience
• Experience working in financial services, an asset
• Have completed, or will work toward completing, the Canadian Securities Course after being hired, desirable Good knowledge of Microsoft Office (Excel, Word, and Outlook)
• Excellent organizational and priority management skills
• Self-starter with initiative and attention to detail

Languages: English

Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!