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BeachHeadVerified Job Source

Bilingual Banking KYC Associate - Contact Center

Expired

Provide operational support and transaction processing within a financial environment while handling customer inquiries via telephone. Ensure compliance with KYC regulations and contribute to process improvements to enhance service delivery.

  • On-site
  • Montréal, QC
  • Posted Aug 13, 2026
  • Apply by Sep 12, 2026
  • 1 position

This job has expired

This position at BeachHead is no longer accepting applications. The original posting remains below for reference.

Expired Aug 19, 2026

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Original job posting

Are you bilingual and passionate about operational support? Apply Now! Working with one of our top financial clients, this role calls for a Bilingual Banking KYC Associate - Contact Center . This position involves providing broad operational support, performing general to specialized transactions, and supporting process improvements within an active and dynamic financial environment. The successful candidate will handle customer interactions, process transactions, and contribute to service excellence and operational efficiency. Pay rate range (CAD): $17.60/hr – $29.56/hr Responsibilities Provide operational support through accurate and timely transaction processing in line with established procedures and SLAs. Assist with inbound customer inquiries, estate-related calls, and branch referrals via telephone. Complete and verify documentation, ensuring all information is accurate and ready for processing. Submit documents for processing and escalate issues as needed to maintain service quality. Respond effectively to internal and external partner requests, contributing to high customer satisfaction. Support the team by managing workload to meet SLA requirements and productivity targets. Identify opportunities for process improvements and participate in initiatives to enhance service delivery. Adhere to regulatory requirements, including KYC checks and compliance policies. Maintain confidentiality and exercise discretion in handling sensitive information. Collaborate with various teams and escalate non-standard or high-risk activities appropriately. Stay informed of industry trends, evolving policies, and operational best practices. Desired Skill-Set Fully bilingual in English and French (read/write/speak). 2-4 years of banking or financial industry experience. Strong proficiency in Microsoft 365 (Outlook, Word, Excel). Call center or customer service environment experience. Excellent communication and interpersonal skills. Attention to detail and high accuracy in transaction processing. Ability to prioritize tasks and manage time effectively. Self-motivated and flexible with work schedules. Knowledge of account types, KYC procedures, and familiarity with MM and FX products (Options, Foreign Exchange, Money Market). Nice to Have Experience with Global and WSS platforms. Knowledge of industry regulations and trends. Prior experience with cash products such as loans, deposits, swaps, and 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. Privacy Policy

What you’ll do

Provide operational support and transaction processing within a financial environment while handling customer inquiries via telephone. Ensure compliance with KYC regulations and contribute to process improvements to enhance service delivery.

Requirements

Requires full bilingualism in English and French with 2-4 years of experience in the banking or financial industry. Proficiency in Microsoft 365 and experience in a call center environment are essential.

Listed skills

  • Time managementPreferred
  • Customer servicePreferred
  • Attention to detailPreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Bilingual English and French
  • Banking Experience
  • KYC Procedures
  • Microsoft 365
  • Customer Service
  • Transaction Processing
  • Call Center Operations
  • Interpersonal Communication
  • Time Management
  • Money Market Products
  • Foreign Exchange
  • Compliance
  • Attention To Detail
  • Operational Support

Job areas

  • Finance & Accounting
  • Customer Service & Support
  • Administrative

Additional details

Minimum experience
2+ years
Apply by
Sep 12, 2026
Posting language
English
Working hours
40 hours per week
Seniority
Mid-Senior level
Application method
Direct apply is available