Client Service Associate - Ottawa, Canada - Scotiabank

Scotiabank

Verified Company

Ottawa, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 170348

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

MATERNITY LEAVE CONTRACT

Purpose

Contributes to the overall success of Commercial Banking in a defined market area 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.

Working location for this temporary role will be in

Eastern Ontario:
Kingston, Kemptville or Ottawa areas.

Accountabilities:

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Working closely with (Sr) Client Relationship Managers, the CSA is responsible for providing the following services to a portfolio of existing and prospective clients:
Onboarding: Supporting the collection of information directly from clients and from various sources necessary to assess the client's risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. 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 escalations: Help resolve servicerelated matters raised by the client directly to the (Sr) Client Relationship Manager. This responsibility does not replace the servicing provided through the Business Service Center and is typically credit in nature or day to day servicing.
Credit related tasks: (a) Contact clients for financial reporting and spread Financial Statements, Projections and Borrowing bases, review results, escalate any signs of deterioration and update appropriate systems; (b) commence preparation of Credit Presentations; (c) assist with completion of conditions precedent, diligence and any other requirements necessary to obtain approvals (d) ensure client files are complete and appropriately documented in various systems (eg. SDR, etracker etc.) and (e) general support as necessary in the annual review process and other credit related situations needed to maintain portfolio quality.
Fulfilment: Coordinating efforts with the client and various internal partners (eg. BSC, EDDU, CRA, GBM) to ensure loan funding and business account openings are fulfilled as per customer expectations.
Provide status information on the progress of various fulfilment, KYC, AML 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 such as the Pulse
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 highperformance environment and contributes to an inclusive work environment.
The CSA will be responsible for supporting approximately 24 (Sr) Client Relationship Managers in the Growth or Core segments of Commercial Banking Distribution.
The clients being serviced are in Canada and generally within the same region although they could have operations across the country as well as in international locations. These clients will be both borrowing and nonborrowing. Borrowing Clients typically have standard to moderately complex financial solutions.
Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.
The CSA will typically receive requests from the (Sr) Client Relationship Managers but may also at times be requested to support Directors and Vice Presidents in the Commercial Banking group.
The CSA will interact primarily with the following partners: Global Risk Management, the Business Service Center, Enhanced Due Diligence Unit CRA and Global Banking and Markets, but could include other partners as well as the Commercial Banking Executive Office.
The CSA will also interact with external parties such as Solicitors, Accountants, Professional Service Providers
The CSA continually works with clients providing service consistent with Scotia Service Standards, Complaint Resolution Standards and Proc