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 strong relationships with Sales partners
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Bilingual Documentations Specialist in Montréal employer: Insight Global
At Insight Global, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As an In-House Commercial Counsel in Mississauga, you will benefit from competitive compensation, comprehensive benefits, and ample opportunities for professional growth while working alongside innovative teams in a fast-paced environment. Join us to make a meaningful impact in the e-commerce and ad tech sectors, where your expertise will be valued and your contributions recognized.
