Client Relationship Manager Specialist

3 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
Job Overview

In this role, you will contribute to the overall success of the Commercial Bank in Canada by executing specific individual goals, plans, and initiatives in support of the team's business strategies and objectives.

Key Responsibilities
  • Customer Service: Provide exceptional customer service by 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.
  • 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/websites, documenting information in Know Your Client documentation in various formats, 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.
  • Status Updates: Provide status information on the progress of various fulfillment, KYC, AML onboarding, and service requests and ensure bottlenecks or delays are promptly escalated with a plan to resolve.
Salary and Benefits

We offer a competitive compensation package tailored for this role, with an estimated annual salary of $70,000 - $90,000 based on location and experience. In addition to your base salary, you will receive comprehensive benefits, including medical, dental, and vision coverage, as well as a generous pension plan.

Requirements and Qualifications
  • Education: College/University degree or equivalent work experience.
  • Skills: Strong commitment to excellent client service, ability to work with clients to resolve issues in an amicable and prompt manner, strong interpersonal skills, good knowledge of Commercial Banking partners and their involvement in servicing clients, thorough knowledge of applicable software and technology platforms, and working knowledge of Microsoft Office applications.
About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services. As a member of our team, you will be part of an inclusive and accessible environment that values diversity and promotes professional growth.



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