Qualifications1+ years experience working within Canadian banksFluent in both English and French (verbal and written)Client-Facing roles within the bankExcellent customer service and ability to work with othersNice to Have Skills & ExperienceCommercial Banking or Treasury Payments experienceJob DescriptionDocumentation Specialist – Role OverviewKey ResponsibilitiesManage the end-to-end account opening processPrepare and review Treasury and Payment Solutions documentationHandle Entity Life Cycle changes, including:Signatory updatesLegal name changesMergersAddress changesPerform client information updates across internal systemsUpload and maintain documentation in SharePoint, ensuring adherence to compliance requirementsEnsure clear and professional written communication (English & French)Provide customer support over the phone, offering guidance and assistance (English & French)Manage expectations and build solid relationships with Sales partners

📌 Bilingual Documentations Specialist (Montreal)
🏢 Insight Global
📍 Montreal