Sales Support Officer - Term position

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas seeks a Sales Support Officer in Toronto. This 18-month term position involves providing superior service and administrative support to the International Private Banking Sales Team. Responsibilities include responding to client inquiries, ensuring compliance with banking regulations, and completing reports accurately. The ideal candidate will have a diploma in Business Administration, prior banking experience, and strong skills in Microsoft Word and Excel. Opportunities exist to work in an inclusive environment where all contributions are valued.

Qualifications

• Previous work experience in banking specifically in Sales or Operations is required.
• High degree of flexibility to adapt to a wide variety of tasks and functions.

Responsibilities

• Provide administrative support to the International Private Banking Sales Team.
• Respond promptly to requests from clients and IPB Sales Officers.
• Ensure compliance with regulatory requirements including KYC and AML/ATF.

Skills

Strong PC and Keyboarding Skills

Sensitivity to client needs and privacy

Flexibility to adapt to a variety of tasks

Ability to work independently

Spanish is an asset

Education

Diploma in Business Administration

Tools

Microsoft Word

Microsoft Excel

Job description

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Requisition ID: 245938

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

The Sales Support Officer is responsible for providing superior service and administrative support to the International Private Banking (IPB) Sales Team. The incumbent possesses a thorough knowledge of the Bank’s commercial and retail products and services, and their primary focus is to assist with documentation, monitoring, compliance and ensuring established requirements are met to mitigate risk for the Bank.

This is an 18-month term position.

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

• Develop and maintain a thorough knowledge and understanding of the Bank’s Commercial and Retail Banking products and services to be positioned to meet client’s ongoing needs
• Respond promptly and effectively to requests, concerns, and complaints from clients, IPB Sales Officers, IPB Manager and Manager of Client Service
• Provide a high degree of service and support combined with innovative approaches to resolving International Private Banking Client, Sales Officers, Centre, or service issues while maintaining an overall low risk profile for the Bank
• Take full responsibility for all client inquiries/concerns/complaints by resolving those matters within their discretion to the client’s satisfaction or by referring the client to the appropriate source
• Ensure all Business Authentication requirements are adhered to protect the integrity of the client and Bank information
• Complete returns/reporting requirements accurately and submit to the appropriate authority in a timely manner
• Complete all function-specific documentation accurately as per Bank standards to protect both the organization and the International Private Banking Unit
• Provide timely and meaningful client information and/or analysis to IPB Sales Officers
• Accurately process daily transactions and Service Requests from Salesforce originated by the IPB Team
• Check/authorize transactions with approved limits
• Execute necessary corrections as identified through exception reporting
• Assist with implementing changes to operation procedures and systems to increase efficiency and meet Bank regulations
• Com with regulatory requirements as part of the service process, including Know Your Client (KYC), Canada Deposit Insurance Corporation (CDIC), Financial Consumer Agency of Canada (FCAC), Anti-Money Laundering/Anti-Terrorist Financing (AML/ATF), Privacy and Occupational Health & Safety (OHS) requirements, processes, and guidelines as well as SSI guidelines/processes

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

• Diploma in Business Administration
• Previous work experience in banking specifically in Sales or Operations is required
• Strong PC and Keyboarding Skills, including Microsoft Word and Excel
• Sensitivity to client needs and privacy
• High degree of flexibility to adapt to a wide variety of tasks and functions
• An ability to work independently and confidently within the assigned authority and limits
• Spanish is an asset

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. 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.