Client Service Support Specialist, Private Banking

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Is this position suitable for you?

In this role, you will:

  • Enhance Client Satisfaction and Loyalty through Service Excellence by: Delivering consistently outstanding client experiences and embodying 'Our Service Promise' by excelling in fundamental areas: being Approachable, Eager to Assist, Efficient, and Professional. Offering exceptional service and support while employing innovative strategies to address Client and Private Banking Team service challenges, all while adhering to established policies and procedures. Assisting the Private Banking Team with client inquiries and grievances, and promptly escalating any client complaints that come to your attention.
  • Contribute to the quality and efficiency of branch operations and ensure compliance with regulatory and internal banking standards by: Strictly following cash, custody, and security protocols, as well as Bank policies at all times. Accurately processing daily transactions and Service Requests from Salesforce initiated by the Private Banking Team and Clients. Reporting any fraudulent activities, unusual incidents, 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) regulations, and Scotia Securities Inc. (SSI) guidelines.

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

  • Proficient PC and Keyboarding Skills, including Microsoft Word and Excel.
  • Familiarity with branch systems (e.g., FFT; Intralink; Salesbuilder; Salesforce; Workhub; ScotiaFX).
  • A high degree of adaptability to manage a diverse range of tasks and responsibilities.
  • The ability to work autonomously and confidently within the assigned authority and limits.
  • Awareness of client needs and privacy considerations.
  • Ensuring transactions are executed with a high level of accuracy while consistently adhering to compliance guidelines established by the Bank.
  • Knowledge of Scotia Service and Complaints Resolution Standards and Procedures.
  • Fluency in both English and French is essential. Based on a language needs assessment conducted by Scotiabank, the successful candidate will be required to communicate effectively in English to serve an English-speaking clientele.

What benefits can you expect?

  • The opportunity to make a significant impact on an assigned portfolio of clients.
  • An inclusive culture that values and recognizes the contributions of our employees.
  • A commitment from the organization to positively influence our communities – for you and your clients.

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