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.

 

Position Title: Specialist, Registered Products  

 

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:  

 

The RSP Team is responsible for the daily processing of registered products inclusive of RSP’s, RIF and Tax Free Savings products within the bank.  This includes all T2033 out’s, Magicswitch, Beneficiary Forms as well as HBP requests (and other various government forms).   

The Specialist, Registered Products 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.  

The position offers the Specialist an opportunity to utilize strong time management skills, lead by example, able to participate in peer coaching and provide written feedback for documented reviews. The CBS Specialist of RSP will report directly to the Manager of Banking and Investments Operations. 

 

 

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

 

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 

Must be able to 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 

 

 

 

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, or equivalent work experience  

Minimum 1 year of banking, 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) 

 

Location(s):  Canada : Ontario : North York

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.