Service Support Officer, Private Banking, Scotia

3 months ago

Montréal QC, Canada Scotiabank Full time

Requisition ID: 207171

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent delivers exceptional personal service in all activities completed to support the Private Banking team. This includes ensuring all activities are conducted within compliance with governing regulations, internal policies, and procedures

**Is this role right for you? In this role you will**:
**Increase Client Satisfaction and loyalty through Service Excellence by**:

- Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.
- Demonstrating respect and knowledge in interactions with the APB/Banker
- Providing exceptional service and support combined with innovative approaches to resolving Client’s and the Private Banking Team’s service issues while adhering to policy and procedures,
- Providing support to the PB Team with client concerns and complaints. Raise any client complaints to the PB Team that have been brought the Service Support Officers’ attention

**Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by**:

- Adhering to cash, custody and security procedures and Bank policies at all times.
- Adhering to position authorities and bank policies
- Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients.
- Checking/authorizing transactions with approved limits.
- Daily completion of the Accounting Support Package as outlined in the ASP at a glance for Sales Support Officers document.
- Ensuring accurate and timely completion of daily and periodic monitoring activities including Automated Control System, Worklist Management Exceptions, Work Hub, Digital Courier
- Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Adhere to compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work environment.

**Do you have the skills to enable you to be successful in this role? We would love to work with you if you have**:

- Strong PC and Keyboarding Skills, including Microsoft word and excel.
- Working knowledge of the Bank’s Private Banking, Small Business and Retail Banking products and services, policies, and procedures.
- High degree of flexibility to adapt to a wide variety of tasks and functions
- Ability to work independently and confidently within the authority and limits assigned
- Sensitivity to client needs and privacy
- Transactions are executed efficiently with a high degree of accuracy however always within compliance guidelines established by the Bank.
- Working knowledge of Scotia Service and Complaints Resolution Standards and Procedures.
- Working knowledge of the roles and responsibilities of the CBCC; RBSC; Global Operations

"In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English"

Location(s): Canada : Quebec : Montreal

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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Service Support Officer, Private Banking

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** **Purpose** The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...

  • Service Support Officer, Private Banking, Montreal

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 192607 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent...

  • Private Banking Officer Credit

    3 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring....

  • Private Banking Officer Credit

    4 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending...

  • Private Banking Fulfillment Officer

    7 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** The Private Banking Fulfillment Officer supports the Private Banking business by delivering operational expertise and support to enable fulfillment of client requests in an effective, efficient, and client-focused manner. These requests include transactions, wire payments, investigations, and account openings....

  • Wealth Management Associate Program

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 204250 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Wealth Management Associate Program - June 2025** **Private Banking Associate** Scotiabank is among the largest banks in the world and is Canada’s most international bank. We are powered by high-performing (and awesome)...

  • Private Banking Officer

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 This job posting is for opportunities in the upcoming year in Montreal. Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate...

  • Client Service Representative, Private Banking

    6 months ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Cibc - Private Banking Associate - Montreal

    3 months ago

    Montréal, QC, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Banking Officer, Credit

    3 weeks ago

    Montréal, QC H2Y 1L6, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending...

  • Private Banking Officer, Sales

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively...

  • (2) Private Banking Officers

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Support administrative role in collaboration with a Private Banker Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive...

  • Private Banking Officer, Sales

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **6 month contract with possibility to become permanent** Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of...

  • Private Banking Officer, Sales

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively...

  • Scotia Itrade Customer Service Representative

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 200380 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Client Facing - Customer Service Representative, you are the primary point of contact for our clients within our Scotia iTRADE Investment Centre. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries...

  • Customer Service Representative, Scotia Itrade

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 185940 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and...

  • Scotia Itrade Customer Service Representative

    6 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 158202 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and...

  • Scotia Itrade Customer Service Representative

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 158202 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Customer Service Representative, you are the primary point of contact for our clients. As an ambassador for Scotia iTRADE, you will assist our clients with inquiries around new accounts, transfers, trading, and products and...

  • Service Officer, Client Service

    3 months ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 208471 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Title: Service Officer, Client Service - Business Banking Operations (Montreal, QC) - 2 open positions** Contributes to the overall success of the Client Service team in Canada ensuring specific individual goals, plans,...

  • Associate Private Wealth

    1 month ago

    Montréal, QC H3A 2R7, Canada Jarislowsky Fraser Full time

    **Requisition ID**: 208407 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. x 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,...