Job opportunity
Client Onboarding Specialist Scotiabank Montreal
Scotiabank
Scotiabank’s Montreal team needs client onboarding expertise, bilingual communication, and organized coordination for Commercial Banking service delivery.
The Client Service Specialist gathers essential client information and supports end-to-end banking service needs. Working with Relationship Managers and internal partners, you help assess risk profiles, activate accounts, and address ongoing service questions. The position also supports compliance with operational, regulatory, AML, and sanctions obligations.
Key Responsibilities:
Collect information required for onboarding and risk assessment
Coordinate account activation with multiple departments
Address client questions about banking channels and tools
Escalate unresolved concerns to the Team Lead, Service
Follow controls supporting compliance, conduct, and operational requirements
Requirements:
College or university degree or equivalent experience
One to three years’ Commercial or Small Business experience
French and English required for regular collaboration
Strong knowledge of onboarding and Know Your Customer
Working knowledge of Microsoft Outlook and Microsoft Teams
Apply your onboarding, compliance awareness, and bilingual client service skills as a Scotiabank Commercial Banking specialist.
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Apply on source site The Client Service Specialist gathers essential client information and supports end-to-end banking service needs. Working with Relationship Managers and internal partners, you help assess risk profiles, activate accounts, and address ongoing service questions. The position also supports compliance with operational, regulatory, AML, and sanctions obligations.
Key Responsibilities:
Collect information required for onboarding and risk assessment
Coordinate account activation with multiple departments
Address client questions about banking channels and tools
Escalate unresolved concerns to the Team Lead, Service
Follow controls supporting compliance, conduct, and operational requirements
Requirements:
College or university degree or equivalent experience
One to three years’ Commercial or Small Business experience
French and English required for regular collaboration
Strong knowledge of onboarding and Know Your Customer
Working knowledge of Microsoft Outlook and Microsoft Teams
Apply your onboarding, compliance awareness, and bilingual client service skills as a Scotiabank Commercial Banking specialist.
#J-18808-Ljbffr