Customer Support Specialist – Banking
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Working with one of our top financial clients, this role calls for a Customer Support Specialist – Banking. This position involves providing administrative and operational support for commercial banking activities, ensuring compliance with AML and legal standards, and delivering high-quality service to internal partners and customers. The role is primarily onsite, offering a dynamic environment in a fast-paced department focused on accuracy and efficiency.
Pay rate range (CAD): $17.60/hr – $24.87/hr
Responsibilities:
- Open new commercial deposit accounts in accordance with bank procedures.
- Process account change requests, including updates to signing authority.
- Prepare and submit supporting documentation for account setup and maintenance.
- Review legal and compliance documents to ensure regulatory adherence.
- Manage queues and meet Service Level Agreements (SLAs) consistently.
- Send out and verify documents to meet banking compliance standards.
- Attend team meetings and collaborate with internal partners via MS Teams.
- Support commercial deposit account opening and maintenance activities for existing clients.
- Follow AML, regulatory, and legal requirements for all transactions.
- Demonstrate proactive problem resolution and resourcefulness in daily tasks.
Desired Skill-Set:
- Ability to multitask effectively in a high-volume, fast-paced environment.
- Strong attention to detail with a focus on accuracy and compliance.
- Good understanding of AML regulations and compliance standards.
- Proficient in MS Office Suite, particularly Excel (basic understanding).
- Typing speed of at least 60-65 WPM.
- Excellent oral and written communication skills.
- Ability to review and comprehend complex legal documents.
- Strong organizational and time-management skills.
- Ability to quickly adapt to new systems and applications.
- Customer service experience is an asset.
- Knowledge of Host applications and C3 is considered an asset.
Nice to Have:
- Previous banking or financial institution experience.
- Exposure to commercial banking operations.
- Familiarity with compliance and operational procedures in banking.
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.