Client Services Specialist

Responsibilities:

• Provide courteous and detail-oriented assistance to clients across in-person, phone, and email interactions, ensuring a positive service experience.

• Support account-related requests, including assisting with new account setup, processing routine transactions, and responding to walk-in client needs at the branch.

• Speak with clients to understand their banking or financial service needs and direct them to the appropriate specialist or self-serve channel when suitable.

• Maintain accurate records by completing data entry, updating client information, and documenting service activities in a timely manner.

• Respond to inbound inquiries and complete follow-up communications as needed to resolve issues and support ongoing client requests.

• Remain informed about the organization’s products and services in order to provide relevant guidance and appropriate referrals.

• Follow established regulatory, privacy, and internal compliance standards in all client interactions and daily tasks.

• Contribute to branch operations and take on additional duties as required, including supporting the hybrid work model with regular office attendance.

Requirements
• 2+ years of customer service experience, with at least 1 year in financial services; branch banking experience preferred.

• Fully bilingual in English and French with strong verbal and written communication skills.

• Proven ability to build strong customer relationships and deliver exceptional service.

• Strong interpersonal, organizational, time management, and problem-solving skills with close attention to detail.

• Able to adapt quickly, work under pressure, meet deadlines, and operate independently with minimal supervision.

• Working knowledge of AML/KYC requirements.

• Proficient in Microsoft Word, Excel, and Outlook.

• Familiarity with banking systems such as DNA is an asset.