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Client Service Specialist
2 months ago
We 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 Responsibilities- Client Onboarding: Coordinate the collection of information from clients and various sources to assess their risk profile, ensuring compliance with regulatory requirements related to Know Your Client (KYC) and Anti-Money Laundering (AML).
- Client Servicing: Support and resolve service-related matters raised by clients, including day-to-day servicing and credit-related activities such as carve-outs, drawdowns, and KYC refreshes.
- Progress Updates: Provide timely status updates on the progress of various fulfillment, KYC, and AML onboarding and service requests, ensuring bottlenecks or delays are promptly escalated with a plan to resolve.
- Risk Management: Understand and adhere to the Bank's risk appetite and risk culture, ensuring day-to-day activities and decisions align with these principles.
- Operational Excellence: Actively pursue effective and efficient operations, ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations related to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
- Team Collaboration: Champion a high-performance environment and contribute to an inclusive work environment, fostering strong relationships with internal partners and stakeholders.
- College/University degree or equivalent work experience.
- Commitment to participate in other training requirements as determined by the Bank from time to time.
- Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner.
- Strong interpersonal skills to obtain agreements within Commercial Banking and partners.
- Good knowledge of Commercial Banking partners and their involvement in servicing clients.
- Good knowledge of the Commercial Banking Distribution structure and the role of other groups within Commercial Banking.
- Thorough knowledge of the applicable software and technology platforms for Commercial Banking.
- Working knowledge of the features and benefits of Commercial products and services.
- Working knowledge of Microsoft Office applications.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English and French-speaking clientele frequently.
