Client Service Specialist- Montreal, QC

Scotiabank; Montreal; Sur place; CAD 42 000 - 64 000; Plein temps

Résumé du poste

Scotiabank seeks a Client Service Specialist to support Relationship Managers in onboarding and day-to-day servicing for Commercial Banking clients in Canada. The role involves coordinating with internal partners, collecting information for risk profiling, and guiding clients through banking channels and tools.

The candidate should have a college/university degree (or equivalent) with 1–3 years in Financial Services, strong communication in French and English, and excellent time management to

Qualifications

• College/University degree or equivalent work experience.
• 1 to 3 years equivalent work experience in Financial Services (Commercial / Small Business) or related industry.
• Excellent communication skills (oral & written), French & English is required.
• 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.

Responsabilités

• Resolve client inquiries, educate customers on processes and set expectations around time involved.
• Deliver quality customer experiences while adhering to SLAs and escalate as needed.
• Ensure client experiences align with Scotiabank service standards and resolve concerns quickly.
• Support onboarding and ongoing client servicing across day-to-day banking needs.
• Coordinate with departments to activate client accounts promptly and provide ongoing support.

Connaissances

Communication skills

French language

English language

Attention to detail

Time management

Interpersonal skills

Stakeholder management

KYC knowledge

Formation

College/University degree or equivalent work experience

Outils

Microsoft Office

Description du poste

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
• Excellent communication skills (oral & written), French & English is required
• 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
• Working knowledge of Microsoft Office applications e.g MS Outlook, MS Teams
• A high degree of flexibility to adapt to a wide variety of tasks

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal

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.