Role Overview

Documentation Specialist

Responsibilities

• Manage the end-to-end account opening process
• Prepare and review Treasury and Payment Solutions documentation
• Handle Entity Life Cycle changes, including:
• Signatory updates
• Legal name changes
• Mergers
• Address changes
• Perform client information updates across internal systems
• Upload and maintain documentation in SharePoint, ensuring adherence to compliance requirements
• Ensure clear and qualified written communication (English & French)
• Provide customer support over the phone, offering guidance and assistance (English & French)
• Manage expectations and build strong relationships with Sales partners

Required Skills and Experience

• 1+ years experience working within Canadian banks
• Fluent in both English and French (verbal and written)
• Client-Facing r...