First Nations/metis/inuit - Montréal, Canada - Scotiabank

Scotiabank

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 185758

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

Posted pursuant to Scotiabank's Special Program under the Employment Equity Act and Canadian Human Rights Act._
While you must be an Indigenous person in order to submit your resume, participation is completely voluntary. Please use the definition below to make sure you're eligible and open to selfidentifying as Indigenous:_
Indigenous peoples include status, nonstatus First Nation, Métis and Inuit people. Only those Indigenous peoples residing in Canada should identify themselves as belonging to this designated group_

Job Purpose
Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals,

plans, initiatives are executed / delivered in support of the team's business strategies and objectives while also ensuring all activities are conducted in compliance with governing regulations, internal policies, and procedures.

The Client Service Specialist provides the Client Relationship Managers with support needed to service our customers for new and existing client requirements.

This will include coordinating efforts with internal partners and directly reaching out to clients to address collection/processing of financial reporting, satisfaction of funding requirements, onboarding needs and various activities such as resolution of escalated client challenges.

The role is specific to servicing all segments in Commercial Banking Distribution.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Working closely with Client Relationship Managers and Credit Analysts, the Client Service Specialist is responsible for providing the following services to a portfolio of existing and prospective clients:
Onboarding: Support the collection of information directly from clients and from various sources necessary to assess the client's risk profile to ensure the Bank meets its regulatory requirements. This includes contacting clients sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.
Client servicing: Support /help resolve servicerelated matters raised by the client directly to the Client Relationship Manager.
Credit related tasks: contact client for financial reporting and other information as required and ensure appropriately documented in systems & general support as necessary in the annual review process
Fulfilment: Coordinating efforts with the client, Credit Analyst, Relationship Manager, and various internal partners to ensure loan funding and business account openings are fulfilled as per customer expectations, using appropriate intake models.
Provide status information on the progress of various fulfilment, onboarding and service requests and ensure bottlenecks or delays are promptly escalated with a plan to resolve
Look for opportunities to make suggestions to continually improve processes and client satisfaction metrics. This may include actioning feedback received directly from clients or through client satisfaction vehicles.
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 respective areas, while ensuring the adequacy, adherence to and effectiveness of daytoday business controls to meet obligations with respect to operational risk & regulatory compliance risk.
Champions a highperformance environment and contributes to an inclusive work environment.

Qualifications

College / University degree or equivalent combination of experience offering transferrable skills
Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner
Strong organizational skills to coordinate and prioritize several concurrent requests from different Relationship Managers
Strong interpersonal skills in a team environment; gaining consensus, skill and time sharing, cooperation with and coordination of internal and external stakeholder
Strong written and verbal skills with proven ability to engage stakeholders and clients
Good knowledge of fulfilment processes and roles of partners
Thorough knowledge of the applicable software and technology platforms for Commercial examples of such software?
Working knowledge of the features and benefits of Commercial products and services is an asset
A high degree of flexibility and curiosity to adapt to and learn a wide variety of tasks
Strong commitment to accuracy, customer focus and results focus

What we're offering