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We are seeking a highly organized and Bilingual (French/English) Operations Officer I to join the Commercial Banking Operations team in Montreal. This is a critical entry-level, 6-month contract role focused entirely on back-office physical and digital workflow, involving the preparation of financial documents for scanning and ensuring precise data tracking. This position is a great opportunity to gain exposure to the banking industry and offers strong potential for extension and conversion. This role is 100% dedicated to high-volume operational support, ensuring the proper transition of physical customer files into the digital system. You will be responsible for the end-to-end process of matching physical documents to digital customer profiles, logging details with accuracy, and preparing materials for the scanning team. The role requires the ability to work in a fast-paced environment where performance is directly measured by adherence to strict Service Level Agreements (SLAs) and the quality of work.
Job Responsibility:
Manage the full process of preparing financial documents for digitization, including locating the correct customer profile in the digital system and matching the corresponding paper file
Execute the physical logistics of the role, including the handling, lifting, and moving of file boxes, and performing repetitive hand/wrist movements associated with document preparation
Accurately log customer details, file identifiers, and preparation status into tracking spreadsheets, utilizing strong data entry skills to ensure precise documentation
Coordinate effectively with the scanning team and other departments to ensure a smooth, timely workflow and accurate processing of sensitive business information
Prioritize and manage individual workload to consistently meet SLA requirements for service and productivity, adhering strictly to established guidelines and confidentiality protocols (e.g., AML)
Investigate and escalate non-standard or high-risk activities as appropriate, exercising discretion in managing confidential file information
Requirements:
Mandatory fluency (verbal and written) in both French and English
0–2 years of overall experience, with strong organizational and time management skills
Ability to work a physical role involving lifting and moving boxes and comfortable with repetitive hand/wrist movements
Proficiency with MS Office Suite (Outlook, basic Excel for accurate data entry in cells)
Proven ability to work in a fast-paced environment and experience working with SLA (Service Level Agreements) requirements
High school diploma is mandatory
post-secondary education is preferred
Nice to have:
Previous filing experience or experience in an administrative function requiring strong document management
Prior exposure to the banking industry
What we offer:
Career Pathway: Excellent entry-level opportunity to gain exposure to the banking industry with strong potential for contract extension and conversion to a permanent role
Skill Development: Great opportunity to build essential soft skills, including time management, organization, and adherence to quality standards
Team Environment: Join a small, collaborative, and friendly team (5–9 members) dedicated to teamwork and successful delivery
Fixed Schedule: Predictable Monday to Friday schedule with fixed core hours and no rotational shifts