Client Service Associate in Montréal

Elevate small business banking support with a Client Service Associate role in Montréal, Quebec. Engage customers, facilitate account openings, and provide expert guidance over the phone.

This position reports to the Team Manager within Personal & Commercial Banking. You will assist small business customers with their banking needs, from opening business accounts to handling signing authority changes. A strong command of financial products and compliance procedures is essential for success in this role.

Key Responsibilities:
• Provide inbound and outbound support for banking inquiries
• Open business accounts via digital technology
• Promote tailored business account plans
• Follow compliance procedures for account openings
• Identify and fulfill small business credit opportunities

Requirements:
• Minimum of 2 years in customer phone support
• Experience in Small Business Banking recommended
• Underg...