Banking Operations Associate

Insight Global; Toronto; On-site; CAD 40,000 - 55,000; Full time

Job summary

Insight Global is hiring an Operations Associate to support one of Canada’s largest banking institutions during its peak season. This role, part of the Retail and Transfers team, focuses on ensuring accuracy and efficiency in financial operations within a fast-paced environment.

The ideal candidate demonstrates meticulous attention to detail, strong analytical abilities, and a proactive, team-oriented mindset.

Qualifications

• Proficient in Excel with Pivot Tables and VLOOKUP.
• Strong focus on accuracy to prevent financial impact.
• Excellent analytical and problem-solving abilities.
• Experience reviewing documentation for accuracy and data integrity.
• Effective time management and organizational skills.
• Ability to perform under pressure in high-volume settings.
• Demonstrated quick learning with proactive attitude.
• Clear and professional communication skills.
• Collaborative team player focused on shared success.

Responsibilities

• Process a variety of financial transactions with precision and timeliness.
• Update and maintain client records in internal systems.
• Generate and analyze financial reports to support operational decisions.
• Review documentation for accuracy and completeness.
• Collaborate with team members to meet daily operational targets and deadlines.

Skills

Excel Pivot Tables

Attention to detail

Analytical skills

Documentation review

Time management

Work under pressure

Quick learner

Communication skills

Team collaboration

Job description

Job Description

• Intermediate proficiency in Microsoft Excel (including Pivot Tables and VLOOKUP).
• Exceptional attention to detail and accuracy—errors may result in financial impact.
• Strong analytical and problem-solving abilities.
• Proven experience in documentation review and data integrity.
• Excellent time management and organizational skills.
• Ability to perform under pressure in high-volume settings.
• Quick learner with a proactive attitude.
• Clear and professional communication skills.
• Collaborative team player with a commitment to shared success.

Insight Global is hiring an Operations Associate to support one of Canada’s largest banking institutions during its peak season. This role is part of the Retail and Transfers team and plays a critical part in ensuring the accuracy and efficiency of financial operations. The ideal candidate is detail-oriented, analytical, and thrives in fast-paced, high-volume environments.

Key Responsibilities:

• Process a variety of financial transactions with precision and timeliness.
• Update and maintain client records in internal systems.
• Generate and analyze financial reports to support operational decisions.
• Review documentation for accuracy and completeness.
• Collaborate with team members to meet daily operational targets and deadlines.

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.