Banking operations expertise supports transfer processing and account documentation review in this associate position. English and French communication are required for accurate service.

The Banking Associate processes transfers to external financial institutions and internal accounts. You will validate transaction details, use operational systems, and review account opening documents. The work also includes monitoring transactions, escalating issues, and maintaining required records.

Key Responsibilities:

- Process transfers to external institutions and internal accounts
- Validate transaction details for accuracy and completeness
- Use internal platforms to complete transfer activities
- Review account opening documents for integrity and accuracy




- Maintain records and escalate processing issues when required

Requirements:

- English and French reading, writing, and communication ability
- Quick learner with a responsible, involved approach
- Willingness to work as part of a team
- Financial services or operations experience preferred
- Knowledge of investment products and transfer processes preferred

Apply banking operations, transaction validation, and bilingual communication skills to support accurate transfers and account documentation processing.

📌 Banking Operations Transfer Associate (Montreal)
🏢 Collabera
📍 Montreal