Cash Management Specialist - Halifax, Canada - Scotiabank

Scotiabank

Verified Company

Halifax, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 174242

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the CMCC / Small Business / Specialty Business Banking / Private Banking in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives.
Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Advising customers on customized financial solutions, through analysis and discovery discussion with the customer, for the small business suite of GBP cash management services.
Manage a high volume of partner referrals, from startup's/prospects to higher complexity/higher value specialty business banking/private banking customers, through a disciplined sales process. A full analysis is completed prior to every customer interaction.
Proactively contact customers based on data and analytics, leveraging a disciplined precall planning approach.
Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of daytoday business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high performance environment and contributes to an inclusive work environment.

Education and Experience

Requirements:

Completion of university degree in business, finance or economics, or equivalent work experience.
Previous experience in sales role and environment.
The incumbent must possess strong interpersonal skills, communications, judgement, negotiation, coordination and analytical skills.

Location(s): Canada : Nova Scotia : Halifax

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.