Client Service Specialist, Commercial Banking

Perform AML/Due Diligence, Account Opening, Loan funding and Service for a dedicated portfolio.,Understand client needs and take responsibility for executing client requests.,Provide relevant recommendations and act as a key interface to internal partners.,Serve as the primary point of contact for clients, addressing inquiries and resolving issues.,Coordinate new and existing client transitions and implementations, ensuring smooth onboarding.,Provide clients with required documentation/agreements for cash management solutions.,Follow up and maintain communication with partners throughout transitions.,Interpret, validate, and obtain necessary information for implementation forms.,Ensure all mandatory documentation is received before proceeding with transitions.,Regularly update knowledge of internal (products, procedures) and external (technology, regulatory changes) developments.,Identify potential sales and/or service improvement opportunities and refer to appropriate managers.,Recognize business risk elements and involve supervisors/business partners as needed.,Contribute to continuous improvement by identifying areas to enhance client experience.

4+ years of demonstrated experience in client services within the Banking Industry.,Strong technical skills with Microsoft Office suite (Excel, Word, PowerPoint).,Ability to quickly learn proprietary software applications.,Client-focused approach, finding the right solutions.,Collaborative mindset, valuing teamwork.,Ability to investigate complex problems and make sense of information.,Confident in communicating detailed information impactfully.,Adherence to values: trust, teamwork, and accountability.

Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.