Client Service Specialist, Commercial Banking
5 days ago
Job Title: Client Service Specialist, Commercial Banking
Location: Montreal, QC
Join a purpose-driven team committed to results in an inclusive and high-performing culture. As a Client Service Specialist, you will contribute to the overall success of the Commercial Bank in Canada, ensuring specific individual goals and objectives are executed while maintaining compliance with governing regulations and internal policies.
Purpose:
- Provide support to (Sr.) Client Relationship Managers in servicing customers for new and existing client requirements.
- Coordinate efforts with internal partners and directly reach out to clients to address collection/processing of financial reporting, satisfaction of funding requirements, onboarding needs, and various activities such as resolution of escalated client challenges.
Accountabilities:
- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Provide the following services to a portfolio of existing and prospective clients:
- Onboarding: Collect information from clients and various sources to assess the client's risk profile and ensure regulatory requirements are met.
- Client servicing: Support and resolve service-related matters raised by clients directly to the (Sr) Client Relationship Manager.
- Credit related tasks: Contact clients for financial reporting and other information, ensure documentation in systems, and provide general support in the annual review process.
- Fulfilment: Coordinate efforts with clients, Credit Analysts, (Sr.) Relationship Managers, and internal partners to ensure loan funding and business account openings are fulfilled as per customer expectations.
- Provide status information on the progress of various fulfilment, KYC, AML onboarding, and service requests, and ensure bottlenecks or delays are promptly escalated with a plan to resolve.
- Look for opportunities to make suggestions to continually improve processes and client satisfaction metrics.
- Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
- Champion a high-performance environment and contribute to an inclusive work environment.
Education/Experience and Skills:
- College/University degree or equivalent work experience.
- Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner.
- Strong organizational skills to co-ordinate and prioritize a number of concurrent requests from different Relationship Managers.
- Strong interpersonal skills to obtain agreements within Commercial Banking and partners.
- Strong written and verbal skills with proven ability to engage stakeholders and clients.
- Strong knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes.
- Good knowledge of fulfilment processes and roles of partners.
- Good knowledge of Commercial Banking partners and their involvement in servicing clients.
- Thorough knowledge of the applicable software and technology platforms for Commercial.
- Working knowledge of the features and benefits of Commercial products and services.
- Working knowledge of Microsoft Office applications.
- A high degree of flexibility to adapt to a wide variety of tasks.
- Strong commitment to accuracy, customer focus, and results focus.
About Scotiabank:
Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
-
Client Service Specialist
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our Commercial Banking team in Montreal, QC. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Onboarding: Coordinate the collection...
-
Client Service Specialist
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Client Service Specialist to join our Commercial Banking team in Montreal, QC. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Onboarding: Coordinate the collection...
-
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Client Service Specialist to join our Commercial Banking team at Scotiabank. As a key member of our team, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and leverage broader...
-
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Client Service Specialist to join our Commercial Banking team at Scotiabank. As a key member of our team, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and leverage broader...
-
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Client Service Specialist to join our Commercial Banking team in Montreal, QC. As a key member of our team, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesClient Onboarding: Coordinate with clients and internal partners to ensure seamless...
-
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Client Service Specialist to join our Commercial Banking team in Montreal, QC. As a key member of our team, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesClient Onboarding: Coordinate with clients and internal partners to ensure seamless...
-
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Client Service Specialist to join our Commercial Banking team in Montreal, QC. As a key member of our team, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesClient Onboarding: Coordinate with clients and internal partners to ensure seamless...
-
Client Solutions Specialist
7 days ago
Montreal, Quebec, Canada CIBC Full timeAbout the RoleWe're seeking a highly skilled Client Solutions Specialist to join our Commercial Banking team. As a key member of our team, you will be responsible for providing exceptional service to our business clients, understanding their transaction and cash management needs, and delivering integrated cash flow and treasury management solutions.Key...
-
Client Solutions Specialist
7 days ago
Montreal, Quebec, Canada CIBC Full timeAbout the RoleWe're seeking a highly skilled Client Solutions Specialist to join our Commercial Banking team. As a key member of our team, you will be responsible for providing exceptional service to our business clients, understanding their transaction and cash management needs, and delivering integrated cash flow and treasury management solutions.Key...
-
Client Service Specialist, Private Banking
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 205063Become part of a purpose-driven team that is dedicated to achieving results while fostering an inclusive and high-performing culture.The Client Service Specialist plays a vital role in the success of the Private Banking division by ensuring that specific individual objectives, plans, and initiatives are effectively executed to support...
-
Montreal, Quebec, Canada Scotiabank Full timeThe Client Service Support Specialist plays a vital role in the success of the Private Banking division by ensuring that specific individual objectives, plans, and initiatives are effectively executed in alignment with the team's goals. This position is dedicated to delivering outstanding personal service in all tasks performed to assist the Private Banking...
-
Client Service Specialist, Private Banking
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 205063 Become part of a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing environment. The Client Service Specialist plays a crucial role in the success of the Private Banking division by ensuring that specific individual objectives, plans, and initiatives are effectively executed to support...
-
Client Service Specialist, Private Banking
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 205063 Become part of a results-oriented team that values inclusivity and high performance. The Client Service Specialist plays a crucial role in the success of the Private Banking division by ensuring that specific personal objectives, strategies, and initiatives are executed effectively to support the team's goals. This position is...
-
Client Service Specialist, Private Banking
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 205063Be part of a results-oriented team that is dedicated to excellence in a diverse and high-achieving environment.The Client Service Specialist plays a vital role in the success of the Private Banking division by ensuring that specific individual objectives, strategies, and initiatives are effectively implemented to support the team's...
-
Client Service Specialist, Private Banking
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 205063Become part of a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing environment.The Client Service Specialist plays a vital role in the success of the Private Banking division by ensuring that specific individual objectives, plans, and initiatives are executed effectively to support the...
-
Client Service Specialist, Private Banking
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 205063Become part of a purpose-driven team dedicated to achieving results within an inclusive and high-performing culture.The Client Service Specialist plays a vital role in the success of the Private Banking division by ensuring that specific individual objectives, plans, and initiatives are effectively executed to support the team's goals....
-
Montreal, Quebec, Canada National Bank Full timePosition Overview:As a Senior Client Relationship Manager in the Commercial Banking sector at National Bank, you will play a pivotal role in expanding the portfolio of business clients entrusted to you. Your diverse responsibilities will position you as the primary resource for clients seeking financial solutions.Key Responsibilities:Identify and cultivate...
-
Commercial Banking Specialist
11 hours ago
Montreal, Quebec, Canada GardaWorld Full timeSenior Client Specialist - Banking ClientsAbout the Role:GardaWorld Cash Services is seeking a highly skilled Senior Client Specialist to oversee client relations, handle escalations, and prioritize communications for our banking clients.Key Responsibilities:Monitor service quality and prepare monthly reports on negotiated service agreements.Maintain client...
-
Client Service Specialist, Private Banking
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 205063Become part of a dedicated and results-oriented team that values inclusivity and high performance.The Client Service Specialist plays a vital role in the success of the Private Banking division by ensuring that specific personal objectives, strategies, and initiatives are executed effectively to support the team's goals. This position...
-
Montreal, Quebec, Canada National Bank Full timePosition Overview:As a Senior Client Relationship Manager in the Commercial Banking sector at National Bank, you will be tasked with expanding the portfolio of business clients under your care. Your diverse responsibilities will position you as the primary resource for clients seeking financial solutions.Key Responsibilities:Identify and cultivate business...
