Client Service Specialist, Commercial Banking BC
Listed on 2026-09-26
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
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Requisition
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
.
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.
- Experience supporting Commercial Banking or Small Business clients.
- Familiarity with client onboarding
, servicing
, and account activation processes. - Experience…
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