Treasury Analyst
Sun Life Financial
Waterloo, ON
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Job Description:
The Treasury Services Department ensures that Business Partners are provided with the banking products and services that effectively support operations and strong end customer experience. The Treasury Services Analyst is a member of a team that supports all banking transactions including EFT, Cheques, Wires, and Deposits to ensure that they process successfully on a daily basis.

What will you do? :
Maintain high quality of customer service as measured in speed and quality of response and overall client satisfaction
Along with other members of the Treasury Services Team, respond to and manage incoming inquiries from internal Business Unit Clients and Banks where Sun Life bank accounts are held
Be responsible for and provide back-up support to assigned daily production activities. Activities will include monitoring of 2 BANK email intake databases and our Treasury Telephone Helpline (which are the central portals for the majority of our incoming requests), handling of incoming and outgoing mail, cheque distribution, stop payments, etc.
Maintain high quality of customer service as measured in speed and quality of response and overall client satisfaction
Compile, report and analyze banking related data as required
Maintain process documentation when revisions are required
Other responsibilities as deemed necessary

What do you need to succeed? :
Completion of Post Secondary education – preferably from a business program
Similar job experience i.e Banking, Treasury support role
Sound Customer Service skills
Strong Microsoft Excel and PC skills
Effective communication skills both written and verbal
Attention to detail and task oriented with the ability to prioritize
High level of energy and commitment to results
Ability to work against tight timelines, in a fast paced environment and able to shift focus quickly

Experience with Sun Life Banking tools (PID, CATT)
Financial / Banking background
Knowledge of Sun Life Financial banking systems and feeders

Notes/Unique Requirements:
Set hours of work will be 8:30 AM to 4:30 PM, with some flexibility to adjust should the need arise
Overtime could be required during peak periods
Excel testing is required
RCMP clearance is required. This requires that you be a Canadian Citizen or landed immigrant who, depending upon Country of origin, you may have had to have had to reside in Canada for a minimum of 5 years.

What's in in for you? :
An environment of continuous learning and improvement
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:
36,700/36 700 - 59,900/59 900

Job Category:

Posting End Date: