Join Scotiabank as a Client Service Specialist in Kelowna, British Columbia, and play a crucial role in delivering exceptional banking service. Your expertise will guide clients through onboarding and routine operations.
This role involves supporting various banking segments, responding to client inquiries efficiently, and ensuring compliance with regulatory requirements. You will educate clients about available banking tools and foster relationships with both clients and internal teams.
Key Responsibilities:
• Handle client inquiries and educate on processes
• Ensure quality customer experiences align with SLAs
• Coordinate with staff for accurate account set-up
• Engage clients to enhance their banking familiarity
• Assess clients' risk profiles during onboarding
Requirements:
• Degree or equivalent experience preferred
• 1 to 3 years in Financial Services or similar field
• Strong organizational skills for concurrent requests
• Effective written a...