Banking Associate – MS Excel
Are you detail-oriented with banking experience? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Associate – MS Excel. This position offers an excellent opportunity to contribute to operational support within a leading financial institution, with potential for extension and full-time conversion based on performance and business needs. The role involves working in a hybrid environment, combining onsite presence with remote work, and provides a platform for career growth and networking.
Pay rate range (CAD): $17.60/hr – $24.88/hr
Responsibilities
- Manage assigned transfer requests, review and verify all documentation for accuracy, and identify discrepancies or missing information.
- Communicate effectively with internal partners to resolve issues promptly and provide detailed explanations for resolutions.
- Handle daily transfer and transaction processing, ensuring adherence to established procedures and SLAs.
- Document and record all activities accurately while maintaining compliance with banking policies and standards.
- Participate in daily team meetings and collaborate with internal partners to optimize operational workflows.
- Support audit processes by following guidelines and addressing identified risks or issues.
- Adapt to process and technology improvements to enhance operational efficiency.
- Maintain a focus on customer satisfaction by ensuring timely and accurate processing of transactions.
Desired Skill-Set
- 2-4 years of experience in banking or financial services.
- Proficiency in Microsoft 365, including Excel, Outlook, and Word.
- Transfer and transaction processing experience.
- Strong written and verbal communication skills.
- Excellent attention to detail and accuracy.
- Analytical skills to review and interpret financial data.
- Ability to work independently, adhere to deadlines, and manage high volume workloads.
- Sound understanding of banking policies, procedures, and financial products such as RRSPs and mutual funds.
- Knowledge of MM and FX products (e.g., options, foreign exchange spots/forwards, money market deposits/loans).
Nice to Have
- Experience running macros in Excel.
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.