Transaction Specialist

A career as a Transaction Specialist in the Large Direct Operations team at National Bank means acting as a financial transaction expert. This job allows you to have a positive impact on our organization thanks to your expertise in auditing, compliance, and customer service.

Your role

• Ensure the accurate auditing and processing of financial transactions
• Manage and audit manual transactions, including adjustments and pay requisitions
• Provide advanced transaction information and training to team members
• Determine documentation and funding requirements for all transaction types
• Support and mentor colleagues in business coordination and auditing
• Identify opportunities for process improvement and training

Your team

The Large Direct Team consists of specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the cutting edge of technology, and continuously improve processes and report to the Regional Team Lead . Our team stands out for its commitment to accuracy, collaboration, and continuous improvement. We aim to offer you maximum flexibility to promote your quality of life.

This includes a hybrid work environment and a flexible, adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Requirements

• Hold a business degree or diploma, or equivalent work experience and/or training
• Have at least 3 years of experience in sales administration or file audit in the finance industry
• Demonstrate advanced knowledge of business structures, asset types, and credit policies
• Proficiency in auditing and compliance procedures
• Be available to attend sales meetings and conferences
• Is fluent in both French and English
• Analytical thinking and attention to detail
• Leadership and mentoring abilities
• Strong organizational and decision-making skills
• Excellent communication and relationship-building skills
• Ability to maintain confidentiality and work independently

• French

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In 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

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* 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 first

We'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?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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