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Scotiabank

Service Support Officer

Montreal, QC, H3A 3L6, Canada

Posting language: English
Posted: Sep 7, 2026

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Original job description

Requisition ID: 268868

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

What you will be doing:

The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent delivers exceptional personal service in all activities completed to support the Private Banking team. This includes ensuring all activities are conducted within compliance with governing regulations, internal policies, and procedures

Is this role right for you? In this role you will:

Increase Client Satisfaction and loyalty through Service Excellence by:

Delivering the desired Client Experience by consistently applying the Service basics **during all Client/ PB team interactions. **Provide consistently excellent client experiences and demonstrate ‘Our Service Promise’ by being best at the basics: Friendly, Willing to Assist, Efficient and Professional
Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.
Demonstrating respect and knowledge in interactions with the APB/Banker
Providing exceptional service and support combined with innovative approaches to resolving Client’s and the Private Banking Team’s service issues while adhering to policy and procedures,
Providing support to the PB Team with client concerns and complaints. Raise any client complaints to the PB Team that have been brought the Service Support Officers’ attention

Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by:

Adhering to cash, custody and security procedures and Bank policies at all times.
Adhering to position authorities and bank policies
Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients.
Checking/authorizing transactions with approved limits.
Daily completion of the Accounting Support Package as outlined in the ASP at a glance for Sales Support Officers document.
Ensuring accurate and timely completion of daily and periodic monitoring activities including Automated Control System, Worklist Management Exceptions, Work Hub, Digital Courier
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Adhere to compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct. Champions a high-performance environment and contributes to an inclusive work environment.

« 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.”

#SWM

Location(s): Canada : Quebec : Montreal

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 Service Support Officer provides exceptional service to Private Banking clients while ensuring all activities comply with internal policies and governing regulations. They are responsible for accurately processing daily transactions, managing service requests via Salesforce, and supporting the team with client concerns.

Requirements

The role requires a strong understanding of banking compliance, regulatory guidelines, and operational procedures. Candidates must demonstrate excellent communication skills in both English and French to collaborate effectively with internal teams and clients.

Skills

Client Service
Transaction Processing
Compliance
Salesforce
Regulatory Reporting
Risk Management
Cash Handling
Security Procedures
Data Accuracy
Problem Solving
Communication
Banking Operations
Anti-Money Laundering
Know Your Customer
Financial Regulations

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Service Excellence
Salesforce
Compliance
AML
KYC
Regulatory Guidelines
Transaction Processing
Branch Operations
Risk Appetite
Financial Consumer Agency of Canada
Security Procedures
Client Satisfaction
Accounting Support Package
Work Hub
Digital Courier
Fraud Detection
Occupational Health & Safety
Privacy
Banking Policies

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