Banking Associate

We are looking for a detail-oriented professional to join a high-volume operations team. This role focuses on processing client requests, manually entering banking information into internal systems, and ensuring accuracy while meeting service-level commitments.

Key Responsibilities

• Review and monitor pending account transfer requests and follow up on outstanding items.
• Contact external financial institutions via phone and email to obtain status updates and resolve transfer-related issues.
• Manage approximately 60–70 accounts per day, ensuring timely follow-ups and accurate tracking.
• Communicate professionally with internal and external stakeholders in both French and English.
• Prioritize requests and manage multiple accounts in a fast-paced, deadline-driven environment.
• Use Microsoft Outlook, Excel, and Word for daily communication, tracking, and administrative tasks.

Must-Have Requirements

• A four-year degree from an accredited university or equivalent; OR a high school diploma or equivalent with at least two years of relevant work experience.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Ability to work independently and collaboratively within a team.
• Basic working knowledge of Microsoft Outlook, Excel, and Word.

Nice-to-Have Qualifications

• Experience working in a financial institution or financial services environment.
• Previous experience in a call centre or a role involving frequent phone and email communication.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

AI Disclosure:

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

About Us:

Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)}

With Collabera, you

• Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering.

• At Collabera you have 80% chances of project extension or redeployment to other clients

• Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.