Client Service Specialist, Commercial Banking
7 months ago
Requisition ID: 195487
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Client Service Specialist, Commercial Banking**
**Purpose**
Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives while also ensuring all activities are conducted in compliance with governing regulations, internal policies and procedures.
The Client Service Specialist (CSS) provides the (Sr.) Client Relationship Managers with support needed to service our customers for new and existing client, requirements. This will include coordinating efforts with internal partners and directly reaching 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. The role is specific to servicing all segments in Commercial Banking Distribution. This role is the key contact for coordination with RBBO - BSC.
**Accountabilities**
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Working closely with (Sr.) Client Relationship Managers and Credit Analysts, the CSS is responsible for providing the following services to a portfolio of existing and prospective clients:
- Onboarding: Support the collection of information directly from clients and from various sources necessary to assess the client’s risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.
- Client servicing: Support /help resolve service-related matters raised by the client directly to the (Sr) Client Relationship Manager. This responsibility does not replace the servicing provided through the Business Service Center and is typically day to day servicing and can also be credit in nature including but not limited to Carve-out/drawdowns/payouts/KYC refreshes/ODP- ODF/TOR etc.
- Credit related tasks: (a) contact client for financial reporting and other information as required and ensure appropriately documented in systems (e-tracker) (b) general support as necessary in the annual review process
- Fulfilment: Coordinating efforts with the client, Credit Analyst, (Sr.) Relationship Manager and various internal partners (e.g., RBBO-BSC, EDDU, CRA, GBM) to ensure loan funding and business account openings are fulfilled as per customer expectations, using appropriate intake models i.e., e-CTA/e-PSR/nCINO etc.
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. This may include actioning feedback received directly from clients or through client satisfaction vehicles such as the Pulse.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Actively pursues 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, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champions a high-performance environment and contributes to an inclusive work environment.
**Dimensions**:
- The CSS will be responsible for supporting (Sr.) Client Relationship Managers in Commercial Banking Distribution.
- The clients being serviced are in Canada and generally within the same region although they could have operations across the country as well as in international locations. These clients will be both borrowing and non-borrowing. Borrowing Clients typically have standard to moderately complex financial solutions.
- Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.
- The CSS will typically receive requests from the (Sr.) Client Relationship Managers but may also at times be requested to support Directors and Vice Presidents in the Commercial Banking group.
- The CSS will interact primarily with the following partners: Business Service Center, Enhanced Due Dil
-
Senior Client Relationship Manager
2 weeks ago
Barrie, Canada Scotiabank Full timep>Senior Client Relationship Manager, Canadian Commercial Banking - Barrie, OntarioPurposeContributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with...
-
Senior Client Relationship Manager
3 weeks ago
Barrie, Canada Scotiabank Full timeh3>Title: Senior Client Relationship Manager, Commercial Banking (18 Month Contract) - Barrie, OntarioRequisition ID: 203910Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are...
-
Senior Client Relationship Manager
2 weeks ago
Barrie, Canada Scotiabank Full timeh3>Title: Senior Client Relationship Manager, Canadian Commercial Banking - Barrie, OntarioRequisition ID: 212179Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed /...
-
Commercial Banking Portfolio Manager
1 month ago
Barrie, Ontario, Canada Scotiabank Full timeWe are seeking a highly skilled Commercial Banking Portfolio Manager to join our team at Scotiabank in Barrie, Ontario. As a key member of our Canadian Business Banking group, you will be responsible for managing a portfolio of commercial banking clients with moderate to high complexity financial solutions.The ideal candidate will have a strong background in...
-
Franchise Specialist, Commercial Business Banking
4 months ago
Barrie, Canada Scotiabank Full timeRequisition ID: 205458 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Franchise Specialist is part of a national team responsible for leveraging market area expertise for the profitable growth of the Bank’s franchising portfolio in their region and for developing new customer...
-
Commercial Banking Relationship Manager
4 weeks ago
Barrie, Ontario, Canada Scotiabank Full timeAbout This RoleScotiabank is seeking a highly skilled Commercial Banking Relationship Manager to join our team in Barrie, Ontario. As a key member of our Canadian Business Banking segment, you will be responsible for developing and maintaining strong relationships with our clients, providing them with tailored financial solutions that meet their unique...
-
Barrie, Canada Scotiabank Full timeRequisition ID: 203910 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Client Relationship Manager, Commercial Banking (18 Month Contract) - Barrie, Ontario Purpose Contributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives...
-
Luxury Banking Professional
4 days ago
Barrie, Ontario, Canada TD Bank Full timeCompany Overview">TD Bank, a leading financial institution, is seeking an experienced Luxury Banking Professional to join our team. As a Senior Wealth Manager, you will be responsible for acquiring new business and managing relationships with high net worth and ultra-high net worth clients.">About the Role">This is a challenging and rewarding opportunity...
-
Business Development Lead
2 weeks ago
Barrie, Ontario, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, driven by its purpose of "for every future." Our mission is to empower our customers, their families, and their communities to achieve success through a wide range of advice, products, and services.Job SummaryWe are seeking a highly skilled Business Development Lead to join our Canadian Commercial...
-
Barrie, Canada Scotiabank Full timeRequisition ID: 203910Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Senior Client Relationship Manager, Commercial Banking (18 Month Contract) - Barrie, Ontario PurposeContributes to the overall success of Canadian Business Banking ensuring specific individual goals, plans, initiatives are...
-
Banking Centre Client Service Representative
2 weeks ago
Barrie, Canada CIBC - Indigenous Recruitment Full timeThe following job posting and assessment questions were crafted by Kiinago Biinoogi Muskiiki (‘Our Children’s Medicine’ in English) in consultation with Indigenous Elders, Knowledge Keepers, and other members of the community. Applications housed on this platform provide a unique opportunity for First Nations, Métis, and Inuit job seekers to share...
-
Professional Cleaning Services Specialist
2 weeks ago
Barrie, Ontario, Canada Silvia Machado Cleaning Service Full timeWe are seeking a highly skilled and detail-oriented Professional Cleaning Services Specialist to join our team at Silvia Machado Cleaning Service.Job Summary:As a Professional Cleaning Services Specialist, you will be responsible for providing top-notch cleaning services to residential and commercial clients. You will work closely with clients to understand...
-
Banking Advisor
4 months ago
Barrie, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...
-
Executive Client Solutions Manager
3 weeks ago
Barrie, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're committed to fostering a purpose-driven winning team that's dedicated to results in an inclusive and high-performing culture.As an Executive Client Solutions Manager, you will contribute to the overall success of Canadian Business Banking by executing specific individual goals, plans, and initiatives in support of the team's business...
-
Business Banking Associate
1 month ago
Barrie, Canada TD Bank Full time**Work Location**: Barrie, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $65,600 - $98,400 CAD TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized...
-
Franchise Specialist, Commercial Business Banking
4 months ago
Barrie, Canada Scotiabank Full timeRequisition ID: 205458 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Franchise Specialist is part of a national team responsible for leveraging market area expertise for the profitable growth of the Bank’s franchising portfolio in their region and for developing new customer...
-
Business Banking Associate
6 months ago
Barrie, Canada TD Bank Full timeWork Location: Barrie, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: Department Overview: TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized...
-
Associate, Business Banking, Ag Services, Barrie
2 months ago
Barrie, Canada TD Bank Full time**Work Location**: Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **TD Commercial Banking **provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that’s...
-
Personal Banking Associate
7 months ago
Barrie, Canada BMO Financial Group Full time90 Collier Street Barrie Ontario,L4M 0J3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Relationship Manager-business Banking
2 months ago
Barrie, Canada CIBC Full timeWe’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...
