Client Service Specialist, Commercial Banking - Calgary

Scotiabank; Calgary; On-site; CAD 45,000 - 65,000; Full time

Job summary

Scotiabank in Calgary is seeking a Client Service Specialist to support Relationship Managers by coordinating onboarding information and servicing day-to-day banking needs for Commercial Banking clients. You will work with internal partners and clients to ensure accurate data collection and seamless service.

The role focuses on onboarding, client risk assessment, and delivering timely, high-quality service while upholding regulatory requirements and Scotiabank’s standards.

Qualifications

• College or University degree, or equivalent work experience.
• 1 to 3 years of equivalent work experience in Financial Services, Commercial Banking, Small Business, or a related industry.
• Strong commitment to accuracy, customer focus, and results.
• Strong organizational and time management skills, with the ability to coordinate and prioritize a high volume of concurrent service requests.
• Strong interpersonal, written, and verbal communication skills, with a proven ability to engage stakeholders and clients.
• Knowledge of client onboarding, Know Your Customer, and Anti-Money Laundering processes.
• Proficiency with Microsoft Office applications, including Outlook and Teams.
• Flexibility to adapt to a wide variety of tasks and changing priorities.

Responsibilities

• Resolve client inquiries and challenges, educating customers on processes and setting expectations.
• Deliver quality customer experiences while adhering to service level agreements.
• Ensure client experience aligns with Scotiabank’s service standards and resolves concerns quickly.
• Champion a customer-focused culture by building relationships with clients and internal partners.
• Assist in accurate and timely collection of onboarding information to assess client risk.

Skills

Customer service mindset

Attention to detail

Organization

Communication skills

Time management

Stakeholder engagement

Adaptability

Education

College or University degree

Tools

Microsoft Office

Outlook

Teams

Job description

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Requisition ID: 274708

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Join a winning team at Scotiabank! Are you enthusiastic about making an impact for Canadian businesses? In Canadian Commercial Banking, we do not just serve businesses - we serve possibilities.

About the Opportunity:

The Client Service Specialist (CSS) provides Relationship Managers with the support needed to seamlessly service new and existing clients across Commercial Banking Distribution. Acting as a primary point of contact, this role coordinates with internal partners and works directly with clients to collect key onboarding information, resolve service needs, and support ongoing day-to-day banking requirements.

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.

How You Will Make an Impact:

• Resolve client inquiries and challenges, educating customers on processes and setting clear expectations around timelines.
• Deliver quality customer experiences while adhering to service level agreements and escalating when required.
• Ensure every client experience is consistent with Scotiabank’s service standards, with customer concerns resolved quickly and efficiently.
• Champion a customer-focused culture by building and deepening relationships with clients and internal partners.
• Support the accurate and timely collection of information from clients and other sources to assess client risk profiles and meet regulatory and compliance requirements.
• Coordinate with various departments to ensure client accounts are activated promptly and correctly.
• Provide ongoing support to clients during initial onboarding and continued account usage.
• Educate clients on banking channels and tools that support their day-to-day business banking needs, including cheques, debit cards, and branch services.
• Consider the Bank’s risk appetite and risk culture in day-to-day activities and decisions.
• Actively pursue effective and efficient operations in accordance with Scotiabank’s Values, Code of Conduct, and Global Sales Principles.
• Contribute to a high-performance environment and an inclusive workplace.

What You Will Bring to the Team:

You bring a strong customer-service mindset, attention to detail, and the ability to manage a high volume of client and partner requests. You are organized, collaborative, and comfortable working in a fast-paced environment where accuracy, communication, and follow-through are essential.

Must-have

• Education: College or University degree, or equivalent work experience.
• Experience: 1 to 3 years of equivalent work experience in Financial Services, Commercial Banking, Small Business, or a related industry.
• Strong commitment to accuracy, customer focus, and results.
• Strong organizational and time management skills, with the ability to coordinate and prioritize a high volume of concurrent service requests.
• Strong interpersonal, written, and verbal communication skills, with a proven ability to engage stakeholders and clients.
• Knowledge of client onboarding, Know Your Customer, and Anti-Money Laundering processes.
• Proficiency with Microsoft Office applications, including Outlook and Teams.
• Flexibility to adapt to a wide variety of tasks and changing priorities.

Nice-to-have

• Experience supporting Commercial Banking or Small Business clients.
• Familiarity with client onboarding, servicing, and account activation processes.
• Experience working with multiple internal partners to resolve client needs and deliver timely outcomes.
• Comfort educating clients on banking tools, channels, and service options.

What’s in it for You?

When you join the bank, you are not just taking a job, you’re becoming part of a culture that values inclusion, accountability, integrity, and client-centricity – that is our ScotiaBond which is the foundation for how we support our people and deliver for our clients.

As an employee in Canadian Commercial Banking at Scotiabank, you can expect:

• Acompetitive Total Rewards packageincluding performance-based bonuses, flexible benefits, and market-leading compensation.
• Ongoingcareer development and coachingfrom experienced leaders, with clear opportunities to grow within Commercial Banking and across Scotiabank.
• The chance toown and grow a high-impact client portfolio, with real accountability and visibility in your market.
• Adynamic, collaborative, and high-performing teamthat values partnership, inclusion, and shared success.
• Exposure to a broad range ofindustries, clients, and complex financial solutions, accelerating your learning and expertise.

We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Location(s): Canada : Alberta : Calgary

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.