Bilingual Customer Service Representative

Job summary

Process and service retail and commercial deposit and payment activities, including transactions, account maintenance, documentation review, and service requests. Investigate discrepancies, respond to stakeholder inquiries, and ensure work meets service-level agreements, internal controls, policies, and regulatory requirements.

Job details

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." This role is vacant for a new opening This role is looking to pay $21/hr

What you’ll do

Process and service retail and commercial deposit and payment activities, including transactions, account maintenance, documentation review, and service requests. Investigate discrepancies, respond to stakeholder inquiries, and ensure work meets service-level agreements, internal controls, policies, and regulatory requirements.

Requirements

Requires 1–3 years of experience in banking or financial services operations, with experience in deposit or payment operations, transaction processing, account servicing, or similar back-office functions. Requires French and English bilingual communication skills, knowledge of banking processes and controls, strong Excel and general Microsoft Office skills, attention to detail, analytical problem-solving, and the ability to manage multiple tasks and meet deadlines.

Listed skills

• Regulatory Compliance · Preferred
• Microsoft Excel · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Banking Operations
• Deposit Operations
• Payment Operations
• Transaction Processing
• Account Servicing
• Account Maintenance
• Documentation Review
• Discrepancy Resolution
• Stakeholder Communication
• Banking Controls
• Operational Risk
• Regulatory Compliance
• Issue Investigation
• Escalation Procedures
• Microsoft Excel
• Microsoft Office

Job areas

• Finance & Accounting
• Customer Service & Support

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