Banking Mail Clerk

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

Are you detail-oriented and organized with a background in document management? Working with one of our top financial clients, this role calls for a Banking Mail Clerk. This position involves supporting the efficient handling and digitization of documents within a busy banking environment. The successful candidate will be responsible for managing physical and digital files, operating scanners and photocopiers, and ensuring accuracy in document storage and retrieval, all while adhering to privacy and safety policies.

Pay Rate (CAD): $17.60/hr – $19.10/hr

Responsibilities

• Support document filing and digitization processes in a retail banking environment
• Prepare paper documents for digitization, ensuring they meet quality standards
• Operate Ricoh scanners/copiers to scan and upload documents
• Review digital files for accuracy and completeness
• Manage physical files, ensuring they are properly secured and stored in designated locations
• Provide daily and weekly status updates to management via email or phone
• Adhere to health, safety, and privacy policies, including mandatory mask-wearing when operating in open areas
• Collaborate with internal teams to support process improvements and operational efficiency
• Remain flexible in supporting various initiatives and shifting priorities
• Communicate proactively about issues, potential risks, and project updates

Desired Skill-Set

• Minimum of 2 years of professional experience in a document management or back-office environment
• Proficiency with Microsoft Office Suite: Outlook, Teams, Excel
• Comfortable operating hardware such as photocopiers and scanners
• Strong organizational skills and attention to detail
• Ability to work independently and follow set procedures
• Good verbal and written communication skills

Nice to Have

• Prior experience with document filing and digital record management
• Knowledge of banking or financial services operations
• Experience with digital document management systems
• Bilingual abilities are an asset

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.

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