Title: Client Service Specialist, Commercial Banking - Kelowna

Requisition ID:

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

The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their end‑to‑end banking service needs. Acting as the primary point of contact for our clients, the CSS is responsible for coordinating efforts with internal partners and directly reaching out to clients to accurately collect all key information required for Onboarding and end‑to‑end servicing clients with their ongoing day‑to‑day banking needs. The role is specific to servicing all segments in Commercial Banking Distribution.

Responsibilities include a variety of service activities such as resolution of client inquiries and challenges and educating customers on our processes and setting/managing expectations around t...