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Commercial Banking Client Onboarding Specialist
Job in
Markham, Ontario, L3P 0A1, Canada
Listed on 2026-11-01
Listing for:
Scotiabank
Full Time
position Listed on 2026-11-01
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Drive accurate client onboarding for Scotiabank’s Commercial Banking clients in Markham, coordinating information, risk requirements, and account activation.
This Client Service Specialist works across Commercial Banking Distribution to support Relationship Managers and business clients. The position coordinates internal departments, gathers required information, assesses client risk profiles, and helps deliver ongoing day-to-day banking support. Clear expectations and timely follow-through matter.
Key Responsibilities:- Collect accurate client information for onboarding requirements
- Support assessment of client risk profiles and compliance needs
- Coordinate departments activating client accounts promptly
- Resolve service challenges and escalate when required
- Maintain consistent experiences under Scotiabank service standards
- College or university degree, or equivalent experience
- One to three years’ experience in financial services
- Knowledge of Know Your Customer and Anti-Money Laundering
- Strong written, verbal, and interpersonal communication
- Microsoft Office proficiency, including Outlook and Teams
Use onboarding, compliance, and stakeholder coordination expertise to support accurate Commercial Banking client activation at Scotiabank.
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