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Client Service Specialist

2 months ago

Vaughan, Ontario, Canada Scotiabank Full time
Job Summary

We 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 be responsible for providing exceptional client service and support to our commercial banking clients.

Key Responsibilities
  • Client Onboarding
    • Coordinate the collection of information from clients and various sources to assess their risk profile and ensure compliance with regulatory requirements.
  • Client Servicing
    • Support and resolve service-related matters raised by clients directly with the Relationship Manager.
  • Credit Related Tasks
    • Contact clients for financial reporting and other information as required and ensure it is documented in systems.
    • Provide general support as necessary in the annual review process.
  • Fulfilment
    • Coordinate efforts with clients, Credit Analysts, Relationship Managers, and internal partners to ensure loan funding and business account openings are fulfilled as per customer expectations.
  • Process Improvement
    • Identify opportunities to improve processes and client satisfaction metrics.
  • Risk Management
    • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Operational Excellence
    • Actively pursue effective and efficient operations while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls.
Requirements
  • Education
    • College/University degree or equivalent work experience.
  • Skills/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 coordinate 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.
Working Conditions

Work in a standard office-based environment; non-standard hours are a common occurrence. No travel.