Client Service Associate - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 195531

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

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Please note this is a 6-month contract opportunity_**The Client Service Associate (CSA) contributes to the overall success of Retail Small Business Banking 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 Associate (CSA) is a part of a national team that provides the Healthcare & Professional Banking Relationship Managers with support needed to service client requirements and new asks.

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

The role is specific to servicing of Healthcare and Professional Banking in Retail and Small Business Banking Distribution.

Is this role right for you? In this role, you will:

Support 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
Help resolve service related matters raised by the client directly to the Relationship Managers. This responsibility does not replace the servicing provided through the Specialists and is typically credit in nature or day to day servicing.
Coordinate efforts with the client and various internal partners (i.e. Retail Business Service Centre, Lending Services Small Business, Retail Branch Network) to ensure loan funding and business account openings are fulfilled as per client 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
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 your 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, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct
Champion a client focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

Related post-secondary education or equivalent work experience
Commitment to participate in other training requirements as determined by the Bank from time to time
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 a number of concurrent requests from different Relationship Managers
Strong interpersonal skills to obtain agreements within Retail and Small Business Banking and partners
Strong communication skills (both written and verbal) with proven ability to effectively engage with stakeholders and clients
Strong knowledge of Onboarding, Know Your Client, Anti Money Laundering processes
Thorough knowledge of the applicable software and technology platforms for Retail and Small Business Banking (i.e. Sales Builder, Intralink, Lotus Notes)
Working knowledge of the features and benefits of Healthcare and Professional Banking products and services
A high degree of flexibility to adapt to a wide variety of tasks
Strong commitment to accuracy and detail, while being client and results focused

Location(s): Canada : Ontario : Toronto

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