Bilingual Associate Relationship Manager, Mortgages

at  Olympia Trust Company

JOB SUMMARY

An Associate Relationship Managers primary responsibility is account administration through the processing of various client based financial and non-financial transactions, adhering to required timelines and priorities.
An Associate Relationship Manager is required to work as part of a team to support the building of strong relationships, by ensuring all documents and transactions are completed with a high level of accuracy and clarity in accordance with Olympia guidelines.

FORMAL EDUCATION OR EXPERIENCE

• High school Diploma is required.
• Post-Secondary education in Business Administration, Management, Economics or related field of study is an asset.
• 1 - 3 Years of Financial or Investment industry experience is an asset.
• 2 - 3 Years of Administration experience is an asset.
• 2 - 3 Years of Customer Service experience is an asset.

SPECIALIZED SKILLS OR KNOWLEDGE

• Fluency in verbal and written English is required.
• Fluency in verbal and written French (Quebecois) is required.
• Thorough understanding of the Anti‐Money Laundering (AML) policies and procedures is an asset.
• Intermediate level with Outlook and Microsoft Office products and internet applications is required.
• Proficient understanding of how the Division operates is an asset.
• Successful completion of a Criminal Background check is required.

• Uphold the division and Olympia’s reputation and values, while promoting our motto “With Us, It’s Personal” in all interactions with employees, clients, and business associates.
• Maintain complete client files and ensure documentation is in good order.
• Ensure all documentation follows internal and external audit and regulatory requirements.
• Communicate directly with clients and continuously follow up with third parties for various updates and implement action to resolve outstanding documentation issues and escalate where appropriate.
• Responsible for ensuring that all outstanding documentation is received and followed up on.
• Stay informed and understand individual client needs with the ability to recognize opportunities to further educate clients.
• Provide legendary, personalized client experience when conducting outbound calls to clients.
• Remain up to date on all Olympia products, services, legislative requirements.
• Ensure the efficiency of business processes, policies and procedures, to deliver on client commitments with speed and quality.
• Coordinate responses with other departments as necessary to ensure proper procedures and service.
• Actively assist and participate in projects and team meetings.
• Flexible to perform various assigned tasks as requested by management and executives.