Banking Document Specialist | Digitization & Records

BeachHead; Vancouver; On-site; CAD 24,000 - 26,000; Full time

Job summary

BeachHead in Vancouver is seeking a detail-oriented Banking Mail Clerk to support the digitization and filing of documents in a busy banking environment. You will operate Ricoh scanners and copiers, manage physical and digital files, and ensure accuracy in storage while adhering to privacy and safety policies.

The role requires at least 2 years in document management, proficiency with Microsoft Office, and strong organizational and communication skills.

Qualifications

• 2+ years in document management or back-office role.
• Proficient with Outlook, Teams, Excel.
• Experience with scanners/photocopiers.
• Strong organization and detail orientation.
• Ability to work independently and follow procedures.
• Good verbal and written communication.

Responsibilities

• Support document filing and digitization in a retail banking environment.
• Prepare paper documents for digitization meeting quality standards.
• Operate Ricoh scanners/copiers to scan and upload documents.
• Review digital files for accuracy and completeness.
• Manage physical files, securing and storing properly.
• Provide daily and weekly status updates to management.
• Adhere to health, safety, and privacy policies, including mask-wearing.
• Collaborate with internal teams to improve processes and efficiency.
• Remain flexible supporting various initiatives and shifting priorities.
• Communicate proactively about issues and project updates.

Skills

Experience in document management

Microsoft Office Suite

Hardware operation (scanners/copiers)

Organizational skills

Independent work/follow procedures

Verbal and written communication

Tools

Ricoh scanners/copiers

Job description

BeachHead in Vancouver is seeking a detail-oriented Banking Mail Clerk to support the digitization and filing of documents in a busy banking environment. You will operate Ricoh scanners and copiers, manage physical and digital files, and ensure accuracy in storage while adhering to privacy and safety policies.

The role requires at least 2 years in document management, proficiency with Microsoft Office, and strong organizational and communication skills.