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Job summary

The Client Service Specialist acts as a primary point of contact for commercial banking clients, coordinating onboarding processes and resolving day-to-day service inquiries. They work closely with internal partners to ensure accurate account activation while maintaining high standards of risk management and regulatory compliance.

Job details

Requisition ID: 274358 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. What You Will Bring to the Team: 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. Nice-to-have Experience supporting Commercial Banking or Small Business clients. Familiarity with client onboarding, servicing, and account activation processes. Experience working with multiple internal partners to resolve client needs and deliver timely outcomes. Comfort educating clients on banking tools, channels, and service options. What’s in it for You? When you join the bank, you are not just taking a job, you’re becoming part of a culture that values inclusion, accountability, integrity, and client-centricity – that is our ScotiaBond which is the foundation for how we support our people and deliver for our clients. As an employee in Canadian Commercial Banking at Scotiabank, you can expect: A competitive Total Rewards package including performance-based bonuses, flexible benefits, and market-leading compensation. Ongoing career development and coaching from experienced leaders, with clear opportunities to grow within Commercial Banking and across Scotiabank. The chance to own and grow a high-impact client portfolio, with real accountability and visibility in your market. A dynamic, collaborative, and high-performing team that values partnership, inclusion, and shared success. Exposure to a broad range of industries, clients, and complex financial solutions, accelerating your learning and expertise. Ready to Apply: If you are ready to take your commercial banking career to the next level and make an impact, start the next chapter of your career story with us and apply today and help shape the future of Canadian business. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Location(s): Canada : British Columbia : Vancouver 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

What you’ll do

The Client Service Specialist acts as a primary point of contact for commercial banking clients, coordinating onboarding processes and resolving day-to-day service inquiries. They work closely with internal partners to ensure accurate account activation while maintaining high standards of risk management and regulatory compliance.

Requirements

Candidates must possess a college or university degree and 1 to 3 years of experience in financial services or commercial banking. Strong organizational skills, attention to detail, and proficiency in Microsoft Office applications are essential for managing high-volume client requests.

Benefits

• Performance-based bonuses • Flexible benefits • Market-leading compensation • Career development • Coaching

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Client Onboarding · Preferred
• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Teams · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial banking
• Client onboarding
• Customer service
• Relationship management
• Know your customer
• Anti-money laundering
• Time management
• Communication
• Microsoft office
• Outlook
• Teams
• Risk assessment
• Regulatory compliance
• Account activation
• Problem solving
• Sales Principles
• Workplace Inclusivity
• Know Your Customer
• Accountability
• Private Banking
• Follow Through
• Client Onboarding
• Service Standards
• American Sign Language (ASL)
• Commercial Banking
• Capital Markets
• Customer Service
• Document Formatting
• Financial Services
• Investment Banking
• Microsoft Outlook
• Microsoft Office
• Operations
• Wealth Management
• Coaching
• Risk Appetite
• Service-Level Agreement
• Time Management
• Technical Assistance
• Verbal Communication Skills
• Anti Money Laundering
• Coordinating
• Prioritization
• Enthusiasm
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Commercial Banking Specialist
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives