Bilingual Banking Associate
Are you detail-oriented and customer-focused? Apply Now!
Working with one of our top financial clients, this role calls for a Bilingual Banking Associate. This position offers an exciting opportunity to support operational activities within a dynamic banking environment, providing essential back-office processing and customer service.
Pay rate range (CAD): $17.60/hr to $24.87/hr
Responsibilities
- Process estate files, including transactions and liaising with authorized representatives
- Support operational functions within the team to ensure business objectives and service standards are met
- Handle inbound phone calls with empathy and professionalism, assisting estate representatives and family members
- Maintain accurate records and documentation of transactions and interactions
- Collaborate with team members and partners to resolve customer issues effectively
- Uphold compliance with service level agreements (SLAs) and quality standards
- Contribute to a positive customer experience by delivering timely, accurate support
- Adapt to procedural updates and process improvements as directed
Desired Skill-Set
- Proficiency in MS Office Suite (Excel, Outlook, Word) at a basic level
- Strong attention to detail and high level of accuracy
- Excellent time management skills with experience working under strict deadlines
- Ability to multitask efficiently in a high-volume environment
- Adaptability to change and willingness to learn new processes
- Compassionate and professional phone etiquette, particularly when dealing with sensitive matters
- Ability to work independently while contributing to a collaborative team
Nice to Have
- Bilingual in English and French
- Prior banking or financial services experience
- Background in administrative or operational support roles
- Experience working with SLAs and high-volume processing
- Collections, estates, accounting, or bookkeeping experience
- Previous experience supporting customer service functions
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.