Bilingual Customer Service Representative

Insight Global (United States); Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

Insight Global is seeking a Banking Operations Specialist to support the day-to-day processing and servicing of retail and commercial deposit and payment activities. You will ensure accuracy, timeliness, and SLA compliance while collaborating with internal and external stakeholders.

The ideal candidate has 1–3 years in banking/financial services operations, proficiency in deposit/payment operations, and strong bilingual French/English communication.

Qualifications

• 1–3 years of relevant experience within banking or financial services operations.
• Experience supporting deposit/payment operations, transaction processing, account servicing, or similar back-office banking functions.
• Bilingual French and English, with strong verbal and written communication skills.
• Strong understanding of banking processes, controls, operational risk, and regulatory requirements.
• Experience identifying discrepancies, investigating issues, and following established escalation procedures.
• Strong Microsoft Excel and general MS Office skills.
• Excellent attention to detail with demonstrated organizational and prioritization skills.
• Strong analytical and problem-solving capabilities.
• Ability to manage multiple tasks while consistently meeting deadlines and SLAs.

Responsibilities

• Support day-to-day processing and servicing of retail and commercial deposit and payment activities, ensuring transactions are completed accurately and within SLAs.
• Review documentation, resolve discrepancies, and address stakeholder inquiries.
• Ensure operational processes comply with policies, controls and regulatory requirements.
• Collaborate with internal and external stakeholders to maintain smooth daily operations.

Skills

Banking operations

Transaction processing

MS Excel

Attention to detail

Analytical thinking

Time management

Communication skills

Multi-tasking

Regulatory compliance

Tools

Microsoft Office

Job description

Insight Global is looking for a Banking Operations Specialist to join a leading financial institution. This individual will support the day-to-day processing and servicing of retail and commercial deposit and payment activities, ensuring transactions and service requests are completed accurately, efficiently, and within established service level agreements (SLAs).

The successful candidate will have experience within a banking or financial services operations environment and be comfortable handling transaction processing, account maintenance, documentation review, discrepancy resolution, and stakeholder inquiries. This individual will work closely with internal and external stakeholders while ensuring operational processes meet established policies, controls, and regulatory requirements.

REQUIRED SKILLS AND EXPERIENCE

• 1–3 years of relevant experience within banking or financial services operations.
• Experience supporting deposit/payment operations, transaction processing, account servicing, or similar back-office banking functions.
• Bilingual French and English, with strong verbal and written communication skills.
• Strong understanding of banking processes, controls, operational risk, and regulatory requirements.
• Experience identifying discrepancies, investigating issues, and following established escalation procedures.
• Strong Microsoft Excel and general MS Office skills.
• Excellent attention to detail with demonstrated organizational and prioritization skills.
• Strong analytical and problem-solving capabilities.
• Ability to manage multiple tasks while consistently meeting deadlines and SLAs.

“Artificial intelligence tools are used to assist in screening and assessing applicants for this position."