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Scotiabank

Client Services Officer

Montreal, QC, H3A 3L6, Canada

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Job details

Experience: 1-2 years of experience working in a financial accounting or loan processing/credit adjudication environment.
Posting language: English
Posted: Nov 9, 2026

Original job description

Requisition ID: 278933

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Client Services Officer is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment. The incumbent provides administrative support on the day-to-day operations of the office. They support Relationship Managers on new and existing deals.

A high degree of professionalism is required as the role has frequent contact with clients, prospects, COI’s, lawyers, accountants, Roynat Executive Office and other Scotiabank partners.

Is This Role Right for You? In this role, you will:

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Provides support to Relationship Managers and the District Director/ District Manager on new and existing deals by:
- Contributing to the completion of credit applications by the Relationship Manager including the completion of various forms, collecting/spreading initial financial information, obtaining credit reports and supplier contacts.
- Contributing to client portfolio management by reviewing and obtaining required authorizations, gathering supporting documentation including property taxes, appraisals, insurance, environmental certificates and financial statements, and ensuring all client correspondence and sundry files are up to date.
- Spreading financial statement data and where possible, providing basic analysis to identify trends and changes in revenue streams.
- Completing reports, and conducting due diligence research as needed.
- Assisting with and/or completing Amendments, Reviews, etc.
- Ensuring requirements and any contingent conditions, such as Know Your Customer (KYC), have been satisfied before facilitating the disbursement process.
- Resolving any client inquiries and/or escalating them to the appropriate Relationship Manager as required.
Ensures effective and timely communication with all Roynat employees, Centres of Influence, Roynat clients, and Partners.
Provide exceptional support on client events.
Contributing to the Operational Excellence by supporting day-to-day office operations to ensure compliance and operational efficiencies by:
- Providing feedback on operational processes which could be streamlined and/or made more efficient.
- Completing internal monthly reporting and monitoring balloon maturities.
- Following for past due reviews and outstanding legal items.
- Ensuring policies and procedures regarding privacy and security of client information being adhered to.
Contributing to productivity and self-development:
- Maintaining a solid knowledge of Roynat products, services, processes and procedures.
- Maintaining a good knowledge of changes to policies/procedures to ensure assigned duties and responsibilities are completed in accordance with company/bank requirements.
- Continually increasing both business writing skills and analytical skills.
Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Do you have the skills that will enable you to succeed in this role?

Post-secondary program with a focus on commerce, economics, finance and/or accounting.
1-2 years of experience working in a financial accounting or loan processing/credit adjudication environment.
Strong communication skills (French and English) is required in this role.
Good knowledge of the Canadian Commercial Banking marketplace is an asset.
Foundational relationship-building skills with proven ability to work in a team setting and cross-functionally with other Roynat/Scotiabank partners.
Basic knowledge of the Canadian Commercial Banking marketplace.
Strong organizational skills, with a keen attention to detail.
Strong communication and interpersonal skills through consistent demonstration of approachability, ability to build trust and understanding.
Good understanding of financial statement analysis, and knowledge of risk assessment techniques for structuring credits are considered an asset.
Good presentation skills and ability to think/respond quickly and adapt to change readily.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal || Canada : Ontario : Ottawa

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.

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More about this job

Responsibilities

The Client Services Officer provides administrative support to Relationship Managers by assisting with credit applications, client portfolio management, and due diligence research. They also ensure operational excellence by maintaining office compliance, monitoring reports, and resolving client inquiries.

Requirements

Candidates must have a post-secondary education in commerce, economics, finance, or accounting. Additionally, 1-2 years of experience in financial accounting or loan processing and strong bilingual communication skills in English and French are required.

Skills

Financial statement analysis
Credit applications
Loan processing
Due diligence
Relationship management
Administrative support
Risk assessment
Business writing
Analytical skills
Communication skills
Interpersonal skills
Organizational skills
Attention to detail
Commercial banking
Operational efficiency
Customer service

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Commercial Banking
Credit Adjudication
Financial Statements
Know Your Customer
KYC
Risk Appetite
Operational Compliance
Portfolio Management
Due Diligence
Reporting
Banking
Finance
Accounting
Administration
Relationship Management
Scotiabank
Roynat
Credit Reports
Property Taxes
Appraisals
Insurance
Environmental Certificates
Balloon Maturities
Privacy
Security
Business Writing
Analytical Skills
Interpersonal Skills
Organizational Skills

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