Specialist, Registered Products

Tangerine Bank; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading direct bank in Canada is looking for a Specialist in Registered Products to manage banking transactions related to registered accounts. The successful candidate will have a strong background in customer service and banking, alongside a college degree or equivalent experience. This role offers workspace flexibility and access to professional development opportunities. Ideal candidates will demonstrate attention to detail and possess strong analytical and interpersonal skills. Experience with registered products is a plus.

Benefits

Career growth courses

Flexible workspace

Scotiabank’s pension & benefits programs

Qualifications

• Minimum 1 year of banking or customer service experience.
• Trust or Banking Institute courses are an asset.
• Knowledge of CRA guidelines is an asset.

Responsibilities

• Represent the RSP Team as a SME for registered products.
• Process banking transactions related to registered accounts.
• Monitor and maintain processing queues for service level agreements.
• Liaise with financial institutions to resolve client issues.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Interpersonal skills

Detail-oriented

Education

University or College Degree

Tools

MS Office Suite

Job description

Title: Specialist, Registered Products

Requisition ID: 244023

Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award‑winning client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our orange culture.

Overview

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.

What you will be doing

• Represent the RSP Team as a SME on all registered products by answering questions and providing training for both internal and external clients.
• Process and complete all banking transactions pertaining to registered account activities which include account maintenance, verifying information, cheque posting, entering data into the banking systems and client/account investigation.
• Sort and batch registered forms and cheques for processing via the fax and mail channel.
• Actively monitor and maintain processing queues to ensure completion within the established service level agreements.
• Reconcile daily processing work to ensure a high level of accuracy.
• Handle high volume of processing especially during peak periods.
• Resolve banking issues for clients, both internal and external.
• Provide information on the guidelines 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 respected as per the CBS Department’s parameters.
• Commit to proactive and ongoing improvement of skills and the continued acquisition of knowledge.
• Contribute to the ongoing process improvements in the CBS Department.
• Handle inquiries from the SRA team and other internal clients via the CBS Support Line.
• Participate in testing and enhancement requests.

Qualifications

• University or College Degree, or equivalent work experience.
• Minimum 1 year of banking or customer service or related experience.
• Trust or Banking Institute courses an asset.
• Call Centre experience an asset.
• Banking and/or Canadian Securities working experience with registered products as asset.
• Knowledge and working experience in registered products including RIF and RPP.
• Knowledge of CRA guidelines an asset.
• Proficiency in PC software – MS Office Suite.
• Strong analytical, organizational and problem‑solving skills.
• Ability to function in a fast‑paced environment.
• Strong interpersonal and motivation skills.
• Detail oriented, requires a high degree of accuracy.

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 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).

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.

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