Sales Support Officer

Scotia Wealth Management; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

Scotiabank is seeking a Sales Support Officer for the International Private Banking Offshore unit to deliver superior client service and provide administrative support to the sales team. The role requires knowledge of the bank’s commercial and retail products, ensuring compliance with regulations and internal policies.

The incumbent will assist with service delivery, client interaction, and support risk management processes while maintaining accuracy and efficiency in daily operations.

Responsibilities

• Deliver superior client experience by applying service basics during all Private Banking team interactions.
• Provide consistently excellent client experiences and demonstrate Our Service Promise by being friendly, willing to assist, efficient and professional.
• Develop and maintain thorough knowledge of the bank’s commercial and retail products and services.
• Demonstrate confidence and knowledge by ensuring transactions are thorough and accurate.
• Provide timely client information and analysis to International Private Banking Sales Officers to aid decision-making for risk management.
• Contribute to the quality and efficiency of branch operations and ensure compliance with bank policies and regulatory requirements.

Job description

Requisition ID: 270736

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

Purpose

The Sales Support Officer is responsible for contributing to the International Private Banking Offshore unit overall success by providing superior service and administrative support to the International Private Banking Sales Team. The incumbent possesses a thorough knowledge of the Bank’s commercial and retail products and services, and his/her primary focus is ensuring all activities are conducted within compliance with governing regulations, internal policies, and procedures.

Accountabilities

Provide superior service and support to the International Private Banking Unit by:

• Delivering the desired Client Experience by consistently applying the Service basics during all PB team interactions.
• Provide consistently excellent client experiences and demonstrate ‘Our Service Promise’ by being best at the basics: Friendly, Willing to Assist, Efficient and Professional
• Developing and maintaining a thorough knowledge and understanding of the Bank’s Commercial and Retail Banking products and services.
• Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.
• Providing exceptional service and support combined with innovative approaches to International Private Banking Team’s service issues while adhering to policy and procedures.

Assist in ensuring the Bank’s risk profile is mitigated by:

• Ensuring all Business Authentication requirements are adhered to protect the integrity of the Client and Bank information.
• Completion of any returns/reporting requirements accurately and submitting to the appropriate authority in a timely manner.
• Completing all function-specific documentation accurately as per Bank standards to protect both the organization and the International Private Banking Unit.
• Providing timely and meaningful client information and/or analysis to International Private Banking Sales Officers thereby facilitating the decision-making process for risk management.
• Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by: Always adhering to custody and security procedures and Bank policies

Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by:

• Adhering to position authorities and bank policies.
• Accurately processing daily transactions and Service Requests from Salesforce originated by the International Private Banking Team.
• Checking/authorizing transactions with approved limits.
• Assisting with implementing changes to operation procedures and systems to increase efficiency and meet Bank regulations.
• Complying with regulatory requirements as part of the service process
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or or applicable Shared Services Department as appropriate Understand how the Bank’s risk appetite and risk culture should be considered in day-today activities and decisions.

#SWM

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 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.