Senior Client Associate, Global Transaction Banking, Commercial Banking - Alberta or Prairies

Scotiabank; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in the Americas is looking for a Senior Client Associate to provide support in cash management and client service. Candidates should possess strong client service skills, organizational ability, and a business degree. Bilingualism in English and French is preferred. This role entails managing client relationships and ensuring fulfillment requirements are met efficiently. Non-standard hours may be expected in a standard office environment.

Qualifications

• Experience in client service and issue resolution.
• Strong ability to prioritize multiple tasks.
• Knowledge of commercial banking products and cash management.

Responsibilities

• Support the Team Lead by fulfilling cash management requirements.
• Resolve service issues for high-valued clients.
• Conduct treasury reviews for priority clients.

Skills

Client service commitment

Organizational skills

Interpersonal skills

Written and verbal communication

Knowledge of fulfillment processes

Bilingual in English & French

Education

University or College business degree

Tools

Microsoft Office applications

Job description

Title: Senior Client Associate, Global Transaction Banking, Commercial Banking - Alberta or Prairies

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

Contributes to the overall success of Commercial Banking, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies and procedures.

The Senior Client Associate, GTB provides the Team Lead, SCA GTB with support needed to meet cash management fulfillment requirements for new clients, and to resolve service issues for existing clients in a highly efficient and client-centric manner. This will include coordinating with internal partners and directly reaching out to clients to address product fulfillment needs, as well as various activities such as resolution of escalated client challenges, identifying prospects, and opportunities for growing existing client relationships.

Accountabilities:

Champions a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Working closely with the Senior Manager, GTB, this role is responsible for providing the following sales and service support to a portfolio of existing and prospective clients:

• Provide coverage team support with proposals, client briefs, SalesForce and C360 information to inform presentations.
• Assist with the preparation of client and partner presentations and proposals in conjunction with Product owners and Proposal Writing Team to meet time-sensitive client needs.
• Work with Product owners to identify potential product enhancements and provide feedback through the appropriate communication chains, drawing on experience.
• Fulfillment: Coordinating efforts with the client and various internal partners, including the RBBO and Global Transaction Banking (GTB), to ensure cash management and related services and products are fulfilled as per customer expectations by providing consistent accuracy on information and instructions provided to Customer Sales Support and the BSC.
• Client Coverage: Resolve service and related issues for our complex, high-valued clients for cash management, payments, deposit products, reporting and digital banking platform.
• Treasury Reviews: Prepare and consolidate the required information collected from various sources to enable the completion of thorough treasury reviews for priority clients on an annual basis.

Manage various fulfillment and technical service requests and ensure bottlenecks or delays are promptly escalated with a plan to resolve.

Use of data and analytics to identify opportunities to enhance client services and solutions and cross-sell, sharing recommendations with Senior Manager, GTB.

Make suggestions to continually improve processes and client satisfaction metrics.

Understand 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.

Champion a high-performance environment and contribute to an inclusive environment.

Dimensions:

The Senior Client Associate, GTB will be responsible for supporting the Team Lead, Global Transaction Banking.

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.

Education/Experience/Other Information:

Education:

• University or College business degree, equivalent work experience or operational experience.

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 Team Lead, GTB and different Senior Managers, GTB and/or partners.
• Strong interpersonal skills to obtain agreements within Commercial Banking and partners.
• Strong written and verbal skills with proven ability to engage stakeholders and clients.
• Good knowledge of fulfilment processes and roles of partners.
• Good knowledge of Commercial Banking partners and their involvement in servicing clients.
• Good knowledge of the Commercial Banking structure.
• Thorough knowledge of the applicable software and technology platforms for Commercial Banking.
• Working knowledge of the features and benefits of commercial products, services specific to payments and cash management and the credit requirements associated with them.
• Working knowledge of Microsoft Office applications.
• A high degree of flexibility to adapt to a wide variety of tasks.
• Strong commitment to accuracy, customer focus and results focus.
• Bilingual in English & French, depending on the market covered.

Working Conditions:

Work in a standard office-based environment; non-standard hours are a common occurrence. No travel.

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.