Banking Operations Officer

BeachHead Inc.; Toronto; On-site; CAD 37,000 - 58,000; Full time

Job summary

BeachHead Inc. in Toronto is seeking a Banking Operations Officer to support transaction processing within a financial services environment, balancing accuracy and efficiency in back-office tasks and partner interactions. The role emphasizes process improvements and compliance while maintaining confidentiality.

The position offers exposure to SLAs and collaboration with internal partners, with potential career growth and a strong focus on work-life balance.

Responsibilities

• Receive and review documentation for accuracy and completeness
• Manage transaction processing within established guidelines and SLAs
• Finalize requests through queue management and support ad hoc processing tasks
• Interact with internal and external partners to resolve issues promptly
• Escalate processing or operational issues as needed, ensuring timely resolution
• Validate information for incoming transactions and support adjustments within authority levels
• Identify and suggest opportunities for service and process improvements
• Support compliance with internal policies, industry regulations, and enterprise frameworks
• Maintain confidentiality and exercise discretion in handling sensitive information
• Contribute to reporting and analysis on critical projects or initiatives that optimize operations
• Perform daily operational activities with attention to detail, accuracy, and adherence to deadlines

Skills

Excel

Communication

Organizational skills

Time management

Attention to detail

Independent work

Team collaboration

Policy adaptability

High-volume handling

MM & FX knowledge

Global/WSS platforms

Job description

Are you looking for an operations role with a dynamic financial organization?

Working with one of our top financial clients, this role calls for a Banking Operations Officer.This position offers an exciting opportunity to provide operational support within a collaborative team environment, focusing on transaction processing, ensuring accuracy and efficiency, and contributing to process improvement initiatives. The role involves both back-office functions and interaction with internal partners, with potential for career growth and a strong focus on work-life balance. Pay rate range (CAD): $17.60/hr – $27.70/hr

Responsibilities

• Receive and review documentation for accuracy and completeness
• Manage transaction processing within established guidelines and SLAs
• Finalize requests through queue management and support ad hoc processing tasks
• Interact with internal and external partners to resolve issues promptly
• Escalate processing or operational issues as needed, ensuring timely resolution
• Validate information for incoming transactions and support adjustments within authority levels
• Identify and suggest opportunities for service and process improvements
• Support compliance with internal policies, industry regulations, and enterprise frameworks
• Maintain confidentiality and exercise discretion in handling sensitive information
• Contribute to reporting and analysis on critical projects or initiatives that optimize operations
• Perform daily operational activities with attention to detail, accuracy, and adherence to deadlines

Desired Skill-Set

• Strong proficiency in Microsoft Office, particularly Excel
• Excellent written and verbal communication skills
• Effective organizational and time management abilities
• Self-motivated and goal-oriented mindset
• Ability to adapt quickly to changing policies and procedures
• Strong attention to detail and accuracy
• Ability to handle high-volume workloads while meeting deadlines
• Comfortable working independently and collaboratively
• Basic understanding of MM and FX products (e.g., options, forex spots and forwards, money market deposits and loans)
• Knowledge of Global and WSS platforms is an asset

Nice to Have

• Customer service experience (minimum 2 years)
• Banking or financial services experience, particularly with cash products (Loans, Deposits, Swaps, Forwards)

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.