Sr. Client Service Assoc., National Accounts, Commercial Agriculture Banking - Abbotsford-Temporary
Job Description
Requisition ID: 263802
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
16 month Temporary/Contract Assignment.
|
Contributes to the overall success of the Agriculture 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 Sr. Client Service Associate “Sr. CSA” provides the Agriculture Sr. Client Relationship Managers with support needed to service client requirements and new asks. This will include 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 and onboarding needs. The role is specific to servicing the Agriculture Commercial Banking Distribution.
Accountabilities
Reports to the Senior Credit Service Manager.
|
Dimensions:
The Sr. CSA will be responsible for supporting approximately 2-4 Sr, Client Relationship Managers in 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 (between $5MM to $25MM and non-borrowing. Borrowing Clients typically have moderately complex to sophisticated 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 Sr. 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 Sr. 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 Sr. CSA will also interact with external parties such as Solicitors, Accountants, Professional Service Providers and possibly External Bank Groups.
The Sr. CSA continually works with clients providing service consistent with Scotia Service Standards, Complaint Resolution Standards and Procedures. The Sr. CSA looks for opportunities to promote the sale of bank product and services.
The environment is fast paced and demanding and will at times require priorities be re-adjusted to accommodate urgent requests.
Education:
- College/University degree with Finance, Accounting or Other Business Specialty background, or equivalent work experience
- Commitment to participate in other training requirements as determined by the Bank from time to time
Skills/Work Experience:
- 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 co-ordinate and prioritize a number of concurrent requests from different Relationship Managers
- Strong interpersonal skills to obtain agreements within Commercial Banking and partners
- Strong written and verbal skills with proven ability to engage stakeholders and clients
- Strong knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
- Good knowledge of Financial Statements and credit analysis
- Good knowledge of credit structures and applicable risk management
- Good knowledge of fulfilment processes and roles of partners
- Good knowledge of Commercial Banking partners and their involvement in servicing clients. In particular knowledge of the Business Service Center, Enhanced Due Diligence Team and Cash Management teams is important
- Good knowledge of the Commercial Banking Distribution structure as well as role of other groups within Commercial Banking (Roynat, Real Estate, Leasing etc.)
- Thorough knowledge of the applicable software and technology platforms for Commercial (e.g., Salesforce, Intralink, Teams)
- Good knowledge of the features and benefits of Commercial products and services
- Good knowledge of Microsoft Office applications (in particular Excel)
- A high degree of flexibility to adapt to a wide variety of tasks
- Strong commitment to accuracy, customer focus and results focus
Working Conditions
- Work in a standard office-based environment; non-standard hours are a common occurrence. No travel
Location(s): Canada : British Columbia : Abbotsford || Canada : Alberta : Calgary
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.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.