Operations Specialist, Partner Services

Job title:

Operations Specialist, Partner Services

Company

Canadian Western Bank

Job description

At , a subsidiary of National Bank, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doOperations Specialist, Partner ServicesRoles SpecificationsLocation | Winnipeg, MBEveryday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.CWB National LeasingUnlock your potential. Live your ambitions.CWB National Leasing, a subsidiary of National Bank, is Canada’s largest and most trusted name in equipment leasing and financing, helping businesses across agriculture, construction, healthcare, transportation, and more access the tools they need to succeed. We offer fast, flexible, and hassle-free leasing solutions designed to support companies’ growth and help them overcome financial barriers.Joining our team means being part of a leader in equipment leasing, where you’ll have the chance to work with a diverse range of clients, tackle unique business challenges, and deliver impactful solutions. If you’re ready to take on exciting projects, build lasting relationships, and grow your career in a dynamic, customer-focused environment, this is the perfect place for you. Apply now and make a real difference in the success of businesses across Canada!Your roleThe Operations Specialist, Partner Services provides excellent customer service and maintains strong interdepartmental relationships while ensuring proficiency with all auditing procedures and lease transaction processing.We are currently looking to fill two positions on the Partner Services team.​Successful incumbentCustomer focused. Communication. Relationship management.

• Review and audit leasing documentation, ensuring all applicable standards and policies apply.
• Enter and audit lease information into system.
• Verify lease information is consistent, accurate and correct, which includes verifying lessee identity is correct, speaking with the actual lessee to verify information is accurate.
• Complete manual processes when necessary (manual adjustments, pay requisitions. emails etc.).
• Resolve broker inquiries.
• Support team members, which include coverage of team members desks to ensure all work is completed.
• Liaise with brokers, vendors, lessee and sale to provide on-going support and business.
• Improve departmental processes.
• Participate in Business Continuity Plan that may include work from home program. Communicate directly with internal partners, vendors, customers, and external professionals.
• Focus on and provide quality customer service at all times.
• Exercise discretion and respect the confidentiality of all customer and vendor transactions.
• Develop and maintain positive and respectful working relationships with fellow employees.
• Engage in corporate culture and volunteer activities.
• Build, maintain and strengthen internal and external relationships.
• Communicate ideas and information effectively.
• Develop trust and confidence.
• Manage difficulties to achieve positive outcomes.
• Manage personal priorities and professional development.

SkillsFoundational knowledge and experience to grow from

• Post secondary education related to business administration or equivalent work experience.
• A minimum of 2 years of administrative experience is required.
• Focus on exceptional customer service, teamwork, and communication.

​Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• 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

• Opportunities to get involved in community initiatives

• Telemedicine service

• Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We’re putting people firstWe’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 peoples’ lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.Closing Date:

• Position closes at 12:01am on the close date identified below. 02/18/2025

Expected salary

Location

Winnipeg, MB

Job date

Wed, 05 Feb 2025 00:45:32 GMT

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