11 Nov
|
Insight Global (United States)
|
Quebec City
11 Nov
Insight Global (United States)
Quebec City
Qualifications 1+ years experience working within Canadian 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 solid relationships with Sales partners
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📌 Bilingual Documentations Specialist (Quebec City)
🏢 Insight Global (United States)
📍 Quebec City