Client Service Specialist, Commercial Banking
7 days ago
Requisition ID: 223980 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their end-to-end banking service needs. Acting as the primary point of contact for our clients, the CSS is responsible for coordinating efforts with internal partners and directly reaching out to clients to accurately collect all key information required for Onboarding and end to end servicing clients with their ongoing day-to-day banking needs. The role is specific to servicing all segments in Commercial Banking Distribution. Responsibilities include a variety of service activities such as resolution of client inquiries and challenges and educating customers on our processes and setting/managing expectations around time involved. The Client Service Specialist contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives while also ensuring all activities are conducted in compliance with governing regulations, internal policies and procedures. **Is this role right for you? In this role, you will**: - Resolution of client inquiries educating customers on our processes and setting/managing expectations around time involved. - Delivering quality customer experiences while adhering to our SLAs and escalating as required when outside of the SLAs. - Ensuring every client experience is consistent with Scotiabank’s service standards and customer concerns are resolved quickly and efficiently, escalating to the Team Lead, Service - Championing a customer focused culture to build and deepen relationships with clients and internal partners and leverage broader Bank relationships, systems, and knowledge. - Supporting the accurate and timely collection of information directly from clients and from various sources necessary to assess the client’s risk profile to ensure the Bank meets its regulatory and compliance requirements - Coordinating with various departments to ensure that client accounts are activated promptly and correctly and offering continuous support to clients during the initial stages of and ongoing account usage. - Educating clients on the banking channels that support their business and the tools available for their day to day banking needs (e.g. cheques, debit cards, branch role etc.) Addressing any issues or questions they may have and ensure they are fully comfortable with the banking services provided. - Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions - Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk - Champions a high-performance environment and contributes to an inclusive work environment. **Do you have the skills that will enable you to succeed in this role?** - College/University degree or equivalent work experience - 1 to 3 years equivalent work experience in Financial Services (Commercial / Small Business) or related industry - Strong commitment to accuracy, customer focus and results focus - Strong organizational and time management skills to balance/co-ordinate and prioritize a high volume of concurrent service requests from Clients, Relationship Managers and business partners - Strong interpersonal skills - Strong written and verbal skills with proven ability to engage stakeholders and clients. French is considered an asset. - Strong knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes - A high degree of flexibility to adapt to a wide variety of tasks **What we’re offering** - The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers - A rewarding career path with diverse opportunities for professional development - A competitive compensation and benefits package - Internal training to support your career growth and enhance your skills - An organization committed to making a difference in our communities - for you and our customers Location(s): Canada : New Brunswick : Moncton 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Associate, Commercial Banking
2 weeks ago
Moncton, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
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City of Moncton, Canada Accelerate Her Future® Full timeDescription Requisition ID: 239682 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of a portfolio of clients in Canadian Commercial Banking focusing on payments and Cash Management needs/products/services as well as Deposit products, and ensuring specific individual...
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Moncton, Canada Tangerine Full time**Requisition ID**: 235459 Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own...
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Bilingual Banking Client Advisor: Service
4 weeks ago
City of Moncton, Canada Tangerine Full timeA leading direct bank in Canada is looking for a Bilingual Client Service Specialist based in Moncton. In this full-time position, you will engage clients, provide exceptional service, and educate them on financial products. Proficiency in French and English is essential. The role offers flexible working hours and emphasizes professional development within a...
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Moncton, New Brunswick, Canada Tangerine Full timeRequisition ID: 245553Tangerine is Canada's leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal...
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Moncton, Canada Royal Bank of Canada Full time**What is the opportunity?** By joining RBC as a Relationship Manager, Commercial Accounts, you open the door to an exciting career in Commercial Banking. You will provide business and financial advice and manage a portfolio of Commercial clients you will support as they manage and grow their enterprises. As a Relationship Manager, you will deliver top-tier...
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Bilingual Banking Client Advisor
4 weeks ago
City of Moncton, Canada Tangerine Full timeA leading direct bank in Canada is seeking a Bilingual Client Service Specialist in Moncton. This full-time role involves delivering exceptional service, engaging clients, and providing education on financial products. Candidates must have strong communication skills in French and English and a passion for client service. The position offers flexibility in...
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Atlantic Mid‑Market Commercial Banking Leader
4 weeks ago
City of Moncton, Canada Scotiabank Global Site Full timeA leading financial institution in Moncton is seeking an experienced leader for their Mid-Market Banking Relationship Management Team. The incumbent will oversee a portfolio of Business Clients, driving customer-focused strategies and maintaining high satisfaction. Ideal candidates have at least 5 years in commercial banking, strong relationship-building...
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Moncton, Canada Brewin Dolphin Full time**Job Summary** This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for individual needs **What is the opportunity?** Your natural flair for sales and resolving...
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Personal Banking Associate
7 days ago
Moncton, Canada BMO Financial Group Full time1633 Mountain Rd, Unit 11 Moncton New Brunswick,E1G 1A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...