Bilingual Documentations Specialist
Insight Global
Required Skills & Experience
- 1+ years experince working within Candidan banks
- Fluent in both English and French (verbal and written)
- Client-Facing roles within the bank
- Excellent customer service and ability to work with others
Nice to Have Skills & Experience
- Commercial Banking or Treasury Payments experience
Job Description
Documentation Specialist – Role Overview
Key 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 professional 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
We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.
Vacancy posted 19 days ago
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