Bilingual Onboarding Specialist

Insight Global; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

Insight Global is seeking a highly organized Bilingual Onboarding Specialist (French/English) to support commercial banking clients through onboarding and implementation of Treasury & Payment Solutions products. This role coordinates with internal partners to ensure a seamless onboarding experience.

The ideal candidate will have strong communication, a customer-first mindset, and the ability to juggle multiple priorities in a fast-paced environment while ensuring regulations are followed.

Qualifications

• Bilingual proficiency in English and French (written and verbal).
• 2-3 years of customer service or onboarding experience.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Act as the primary onboarding contact for commercial clients.
• Guide clients through onboarding requirements and account setup.
• Coordinate with Sales, Operations, Compliance, Risk and Product teams.
• Communicate onboarding milestones in English and French.
• Respond to client inquiries and resolve onboarding-related issues.
• Monitor onboarding progress and escalate risks or delays.
• Maintain accurate client records and documentation.
• Support client training on Treasury & Payment Solutions.
• Ensure onboarding activities comply with regulations and internal policies.
• Deliver an exceptional client experience and strengthen relationships.

Skills

Bilingual (English/French)

Customer service experience

Communication skills

Stakeholder management

Tools

Excel

Outlook

Teams

Word

Job description

Job Description

BMO is seeking a highly organized and customer-focused Bilingual Onboarding Specialist (French/English) to support clients throughout the implementation and onboarding process for Treasury & Payment Solutions products and services. This role serves as a key point of contact for commercial banking clients, ensuring a seamless onboarding experience while coordinating with internal partners across banking operations, sales, technology, and product teams.

The ideal candidate will possess strong communication skills, a customer-first mindset, and the ability to manage multiple priorities in a fast-paced environment.

Day-to-Day Responsibilities

• Act as the primary point of contact for commercial banking clients during the onboarding and implementation process.


• Guide clients through onboarding requirements, documentation collection, account setup, and Treasury & Payment Solutions activation.


• Coordinate with internal stakeholders including Sales, Operations, Compliance, Risk, and Product teams to ensure timely implementation.


• Communicate onboarding milestones, timelines, and next steps to clients in both English and French.


• Respond to client inquiries and resolve onboarding-related issues in a professional and timely manner.


• Monitor onboarding progress and proactively identify and elevate risks or delays.


• Maintain accurate client records and documentation within internal systems.


• Support client training and education on Treasury & Payment Solutions products and platforms.


• Ensure all onboarding activities comply with regulatory, risk, and internal policy requirements.


• Deliver an exceptional client experience that strengthens client relationships and drives satisfaction.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Bilingual proficiency in English and French (written and verbal).


• 2-3 years of customer service, client support, account coordination, or onboarding experience within a large enterprise organization.


• Exceptional verbal and written communication skills.


• Strong relationship-building and stakeholder management abilities.


• Proven ability to manage multiple priorities and deadlines simultaneously.


• Highly organized with strong attention to detail.


• Proficiency with Microsoft Office Suite, including Excel, Outlook, Teams, and Word.


• Ability to work independently while collaborating effectively with cross-functional teams.

Banking Experience

Onboarding Experience