Bilingual Commercial Banking Documentation Specialist to support Treasury & Payment Solutions documentation team - Tier1 Banking Client.

Bilingual Commercial Banking Documentation Specialist to support Treasury & Payment Solutions documentation team - Tier1 Banking Client.

Duration: 6-month contract, with potential for extension

Location: Montreal, QC - Hybrid, 4 days per week onsite

Overview:

Our large banking client is seeking a Bilingual Commercial Banking Documentation Specialist to support its Treasury & Payment Solutions documentation team.

The successful candidate will support commercial banking clients through the end-to-end account opening and documentation lifecycle. This includes preparing and reviewing Treasury and Payment Solutions documentation, processing account and entity changes, maintaining accurate client information across banking systems, and ensuring documentation is completed in accordance with internal compliance requirements.

This is a client-facing and detail-oriented role requiring strong written and verbal communication skills in both French and English. The individual will work closely with commercial clients, Sales partners, and internal banking teams to ensure documentation and account changes are processed accurately and efficiently.

Responsibilities:

- Manage the end-to-end commercial account opening process.
- Prepare, review, and process Treasury and Payment Solutions documentation.
- Support commercial client relationships involving multiple legal entities and accounts.
- Process Entity Lifecycle changes, including:
- Signatory updates
- Legal name changes
- Mergers and organizational changes
- Address changes
- Other client and entity information updates
- Update and maintain client information across internal banking systems.




- Support the addition of current accounts, products, and services to existing commercial client relationships.
- Ensure documentation is complete, accurate, and compliant with internal policies and controls.
- Upload, organize, and maintain documentation within SharePoint and other internal repositories.
- Identify missing or incomplete documentation and work with clients and internal stakeholders to resolve outstanding items.
- Communicate directly with commercial clients by phone and in writing to provide guidance, explain documentation requirements, and support account or service changes.
- Partner closely with Sales and Relationship Management teams to manage expectations and ensure client requests are completed within required timelines.
- Maintain a high level of accuracy while managing multiple client requests in a high-volume environment.
- Escalate documentation, compliance, or processing issues when appropriate.

Must Haves:

- Fluency in French and English, including strong written and verbal communication skills in both languages.
- Experience within banking, financial services, commercial banking operations, client onboarding, account administration, or documentation processing.
- Experience managing or supporting account opening and account maintenance processes.
- Ability to work onsite in Montreal four days per week.
- Strong understanding of documentation accuracy, controls,



and compliance requirements within a regulated environment.
- Experience working directly with clients and providing professional telephone and written support.
- Strong attention to detail and ability to identify documentation discrepancies, missing information, and processing issues.
- Ability to manage multiple requests, priorities, and deadlines within a high-volume environment.
- Strong organizational and follow-up skills.
- Solid stakeholder management skills and ability to work effectively with Sales, Relationship Management, Operations, and other internal partners.
- Proficiency with Microsoft Office and experience working with document management or workflow systems.

Nice to Have:

- Previous experience supporting Commercial Banking or Business Banking clients.
- Experience with Treasury and Payment Solutions, cash management, payments, or commercial banking products.
- Experience supporting complex commercial client relationships involving multiple legal entities, subsidiaries, accounts, and signing authorities.
- Experience with commercial client onboarding and Entity Lifecycle Management.
- Knowledge of commercial online banking platforms, account entitlements, user access, or payment permissions.
- Experience processing signatory changes, mergers, legal name changes, corporate structure changes, or similar entity maintenance activities.
- Familiarity with banking compliance requirements, KYC, AML, signing authorities, privacy, or documentation controls.
- Previous experience working with SharePoint or similar document management platforms.
- Previous experience within a major Canadian financial institution.

Disclaimer: AI may be used in evaluating candidates. This posting is for an existing vacancy.

📌 Bilingual Commercial Banking Documentation Specialist to support Treasury & Payment Solutions documentation team - Tier1 Banking Client. (Montreal)
🏢 S.i. Systems
📍 Montreal