Jobs.ca
Jobs.ca
Language
ATB Financial logo

Document Operations Support Specialist

ATB Financial7 days ago
Calgary, Alberta
Senior Level
full_time

Top Benefits

High-care, high-performance culture
Flexible and inclusive programs
Interesting and challenging work

About the role

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID ).

About Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role As ATB’s next Document Operations Support Specialist, you will act as a gatekeeper and be responsible for the flow of physical records throughout ATB, along with managing electronic records for customers. The role is responsible for managing ATB’s internal courier system and supporting the timely delivery of documents that are critical to ATB’s operations. With a deep understanding of various document types and business functions, the team member is responsible for receiving physical items from every ATB location as well as imaging various types of documents to the correct electronic locations.

Accountabilities

  • Managing high volumes; upon receipt of internal mailbags or other items delivered to the team , the team is required to sort these items leveraging their strong knowledge of various documents types and business functions.
  • Accountable to monitor and track that every shipment has been successfully delivered, in order to quickly identify any delays or lost items. For any issues identified, the team is required to investigate and work with vendors, branches, internal partners in order to recover the shipment and attempt to minimize delays, losses, privacy breaches, etc.
  • Meter outgoing letter mail on behalf of all ATB locations.
  • Accept ad-hoc shipments, such as pallets of marketing or promotional material, and redistribute as directed.
  • Monitor email queue and fulfill a variety of requests submitted by branches, agencies and corporate offices.
  • Process signature requests: Validate the image quality of each signature and ensure that corresponding details provided (name, account number, etc) match to what is contained in SAP and image to the correct location.
  • Scan various types of documents to customer files and QA electronic documents to ensure compliance with standards.
  • Maintain ATB’s corporate directory and ensure this is continually updated to reflect new locations, closures, relocations, etc. in order to maintain an accurate database for their own reference, as well as for all team members at ATB to utilize.
  • A strong understanding of document types and ATB Records Management policies to determine whether physical documents need to be retained or destroyed.
  • Ad-hoc projects as required for process improvement and improved customer satisfaction

Skills, Experience & Requirements

  • You are technically and digitally savvy and aren’t afraid to use technology, such as databases, scanners, email queues among others to get the job done.
  • You have great data entry skills and attention to detail.
  • Comprehensive understanding of filing systems (paper and electronic) and mailroom operations.
  • Physical capability for moving up to 50lbs.
  • Strong organizational skills to track multiple files in multiple locations.
  • Administrative, organizational and planning skills.
  • A general understanding of Google Products, Kofax, Box, SAP, any other Records Management and Shipping systems would be an asset.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.

About ATB Financial

Banking
5001-10,000

For more than 85 years, ATB has been reimagining the way we do business. We’ve grown from one small treasury branch into Alberta’s largest provincially based financial institution, and we don’t have any plans to slow down now. We power possibility for our clients, our team members and our province—and we’re leading the way to a sustainable, innovative and prosperous future.

About ATB Financial

With $62.0 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 820,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.