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Client Service Specialist, Private Banking

3 months ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: 205063

Become 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. This position is focused on delivering outstanding personal service in all activities that assist the Private Banking team. Responsibilities include ensuring that all tasks are performed in compliance with applicable regulations, internal policies, and procedures.

Is this position a fit for you? In this role, you will:

  • Enhance Client Satisfaction and loyalty through Service Excellence by:
  • Delivering consistently superior client experiences and embodying 'Our Service Promise' by excelling in the fundamentals: Friendly, Willing to Assist, Efficient, and Professional.
  • Offering exceptional service and support while employing innovative strategies to resolve Client and Private Banking Team service challenges, all while adhering to established policies and procedures.
  • Assisting the Private Banking Team with client inquiries and complaints, and escalating any issues that require further attention.
  • Contributing to the quality and efficiency of branch operations and ensuring compliance with regulatory and internal bank standards by:
  • Following cash, custody, and security protocols and Bank policies at all times.
  • Accurately processing daily transactions and Service Requests from Salesforce initiated by the Private Banking Team and Clients.
  • Reporting fraudulent activities, unusual occurrences, and any issues or trends to your direct supervisor, Team Lead, or relevant compliance officers as necessary.
  • Ensuring adherence 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 and Guidelines for Business Conduct.

Do you possess the skills that will enable you to excel in this role? We would be eager to collaborate with you if you have:

  • Strong proficiency in PC and Keyboarding Skills, including Microsoft Word and Excel.
  • Familiarity with branch systems (i.e., FFT; Intralink; Salesbuilder; Salesforce; Workhub; ScotiaFX).
  • A high degree of adaptability to a diverse range of tasks and functions.
  • The ability to work independently and confidently within assigned authority and limits.
  • Sensitivity to client needs and privacy.
  • Efficient transaction execution with a high level of accuracy while always adhering to compliance guidelines established by the Bank.
  • Knowledge of Scotia Service and Complaints Resolution Standards and Procedures.
  • Fluency in English and French is required, as the successful candidate will serve an English-speaking clientele.
What benefits can you expect?
  • The opportunity to make a lasting impact on an assigned portfolio of customers.
  • An inclusive culture that values and recognizes the contributions of our employees.
  • A commitment to making a positive difference in our communities - for you and your clients.

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We assist our customers, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we appreciate the unique skills and experiences each individual brings to the organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment and selection process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.