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Client Services Officer, Roynat Capital - Montreal, QC
Scotiabank
Montreal
On-site
CAD 50,000 - 70,000
Full time
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Job summary
Scotiabank is seeking a Client Services Officer for its Montreal office. The role involves supporting Relationship Managers in client operations and maintaining a high level of professional communication. Candidates should possess a post-secondary education in finance or related fields and have strong organizational skills. This position is suitable for individuals aiming to advance in a dynamic banking environment, offering opportunities for career growth and development.
Benefits
Qualifications
- Successful completion of a post-secondary program in commerce, economics, finance or accounting.
- 1-2 years of experience in financial accounting or loan processing.
- Strong communication skills in both French and English.
Responsibilities
- Provide administrative support to Relationship Managers and District Managers.
- Contribute to client portfolio management and compliance with KYC requirements.
- Maintain up-to-date client correspondence and documentation.
Skills
Education
Job description
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Requisition ID: 226138
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Client Services Officer is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment. The incumbent provides administrative support on the day-to-day operations of the office.
They support Relationship Managers on new and existing deals. A high degree of professionalism is required as the role has frequent contact with clients, prospects, COI’s, lawyers, accountants, Roynat Executive Office and other Scotiabank partners.
Is this role right for you? In this role, you will:
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Provides support to Relationship Managers and the District Director/ District Manager on new and existing deals by:
- Contributing to the completion of credit applications by the Relationship Manager including the completion of various forms, collecting/spreading initial financial information, obtaining credit reports and supplier contacts.
- Contributing to client portfolio management by reviewing and obtaining required authorizations, gathering supporting documentation including property taxes, appraisals, insurance, environmental certificates and financial statements, and ensuring all client correspondence and sundry files are up to date.
- Spreading financial statement data and where possible, providing basic analysis to identify trends and changes in revenue streams.
- Completing reports, and conducting due diligence research as needed.
- Ensuring requirements and any contingent conditions, such as Know Your Customer (KYC), have been satisfied before facilitating the disbursement process.
- Ensures effective and timely communication with all Roynat employees, Centres of Influence, Roynat clients, and Partners.
- Provide exceptional support on client events
- Contributing to the Operational Excellence by supporting day-to-day office operations to ensure compliance and operational efficiencies.
- Contributing to productivity and self-development:
- Maintaining a solid knowledge of Roynat products, services, processes and procedures.
- Maintaining a good knowledge of changes to policies/procedures to ensure assigned duties and responsibilities are completed in accordance with company/bank requirements.
- Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day 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 day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Successful completion of a post-secondary program with a focus on commerce, economics, finance and/or accounting
- 1-2 years of experience working in a financial accounting or loan processing/credit adjudication environment.
- Strong communication skills (French and English) is required in this role.
- Good knowledge of the Canadian Commercial Banking marketplace is an asset.
- Foundational relationship-building skills with proven ability to work in a team setting and cross-functionally with other Roynat/Scotiabank partners.
- Basic knowledge of the Canadian Commercial Banking marketplace.
- Strong organizational skills, with a keen attention to detail.
- Good understanding of financial statement analysis, and knowledge of risk assessment techniques for structuring credits are considered an asset.
- Good presentation skills and ability to think/respond quickly and adapt to change readily.
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- A competitive compensation and benefits package
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities – for you and our customers
Location(s): Canada : Quebec : Montreal
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.
- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
- IndustriesBanking
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