Everyday Banking Associate
My primary responsibility was to manage all transactional outcomes of customer calls by performing any required activity to ensure customer’s requests are accurately processed or defer to appropropriate internal business groups and escalate complex or unresolved customer situations to managers as required, also responsible for performing initial problem solving within given rules/limits & escalates when requiredOther responsibilities also included adhering to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions and, identifying, reporting suspicious patterns of activity that are suspected to be related to money launderingAdditional responsibilities included understanding customer needs and providing advice related to personal banking and credit card strategies, fulfill sales and service activities for the customer in accordance with approved procedures and, maintain current knowledge of personal banking and credit card industries, practices, and trends and integrate this into customer conversations in a professional manner.