Banking Associate
Are you a detail-oriented professional with a strong financial background? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Associate. This position offers an excellent opportunity to manage sensitive client data, enhance your skills in a collaborative environment, and pursue career growth within a reputable organization.
Pay rate range (CAD): $17.60/hr – $22.77/hr
Responsibilities
- Manage daily email communications and process non-financial transactions involving highly sensitive client information.
- Review and approve source documents such as canceled checks, sales reports, or bills.
- Accurately input data into multiple systems, ensuring precision and compliance.
- Review and correct data entry errors submitted by staff.
- Audit data with source documents and maintain activity logs.
- Ensure all service level agreements (SLAs) are met within 24-48 hours.
- Collaborate with internal teams and maintain professional communication.
Desired Skill-Set
- Minimum of 4 years of financial or banking experience.
- Proficiency in Microsoft 365 applications: Excel, Word, Outlook.
- Strong verbal and written communication skills.
- High accuracy and exceptional attention to detail.
- Ability to work independently and manage time effectively.
- Problem-solving skills and a professional demeanor.
- Basic mentoring skills for support and feedback.
Nice to Have
- Experience with Excel macros.
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.