GTB Sales Associate

Scotiabank; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Scotiabank in New York City seeks a results-driven GTB Sales Associate to support the US Treasury Management Office, collaborating with Directors and Associate Directors in GTB Sales. You’ll help manage pipelines, respond to RFPs, prepare pricing proposals, and coordinate client presentations with cross-functional teams.

You will build relationships with internal partners across Treasury, Risk, Compliance, and Sales, contributing to portfolio growth while maintaining a client-centric service

Qualifications

• Three or more years of sales and/or client service experience in a financial services environment; Treasury experience preferred.
• Experience working within or covering the Technology, Media, Telecom, Healthcare sectors is a plus.
• Strong communication skills, ability to mobilize internal networks and resources.
• Detail oriented with strong time management and planning abilities; capable of multi-tasking in a fast-paced setting.
• Proven professional demeanor and teamwork; solid business judgment and risk awareness.

Responsibilities

• Collaborates with the GTB Sales team throughout the sales process for pipeline updates and RFP responses.
• Attends meetings with clients and prospects to clarify requests and set up questions.
• Manages a disciplined pipeline and call activity via the Bank's CRM (Salesforce).
• Collaborates with Treasury, Risk, Compliance, and other partners to develop client solutions and drive portfolio growth.

Skills

Sales experience

Financial services

Treasury experience

CRM Salesforce

Communication skills

Time management

Analytical skills

Professionalism

Industry knowledge

Education

University degree

Tools

Salesforce

Job description

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Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

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

Global Transaction Banking

Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support SmallBusiness, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us. As businesses build their digital capabilities and transform their operating models, their payment needs aree evolving too. Boasting a unique global footprint, GTB’s comprehensive suite of innovative banking solutions helpour business clients generate operational efficiencies, streamline, and simplify payments, improve working capitalperformance, and mitigate financial risk.

At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB is a fast-growing team with a focus on theAmericas, particularly Canada, the U.S., Mexico, and we are seeking top tier talent to complement ourorganization.

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

Purpose:

The GTB Sales Associate will be responsible for supporting the US Treasury Management Office (TMO)of Directors and Associate Directors in GTB Sales from the Global Banking and Markets ('GBM') group from NewYork and Houston.

What You’ll Do:

• Collaborates with the GTB Sales team throughout the sales process for pipeline updates, prepare Request forProposal (RFP) responses, new pricing proposals, relationship review and/or Global Account Plans, assistwith the implementations of products/ services for new and/or existing clients, and creation ofpresentations/pitchbooks.
• Attends sales, relationship reviews and implementation meetings as requested. Communicates with clients and / or prospects as needed to clarify sales requests, referrals, or setup questions.
• Help manage a disciplined pipeline and calling activities (call reports) via the Banks CRM (Salesforce).
• Leverage the Bank’s Americas footprint to connect our primary customers both at the parent and subsidiarylevel in our core markets, in collaboration with GTB colleagues in each market.
• Ensure escalated client service issues are effectively managed with the right resources in a timely manner.
• Collaborate with various Banking partners from Treasury, Trade, FX, Risk, Compliance and others to developclient solutions and drive portfolio growth.
• Maintain a market profile within the assigned industry sector(s) and stay up to date on market trends acrossGTB especially in various verticals i.e., Healthcare, Technology, Media and Telecom.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Creates an environment in which his/her team pursues effective and efficient operations of his/her respectiveareas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meetobligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk,including but not limited to responsibilities under the Operational Risk Management Framework, RegulatoryCompliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

What You'll Bring:

• Three or more years of sales and/or client service experience in a financial services environment; preferredcandidates will have Treasury experience.
• Prior experience working within or covering the assigned industry is an advantage i.e., Technology, Media,Telecom, Healthcare.
• Strong drive and ability to take ownership and ambition to be an individual contributor GTB salesperson as anext step.
• Proven excellent verbal and written communication skills with the ability to mobilize internal networks andresources.
• Detail oriented, strong time management skills, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment.
• Demonstrated ability to analyze issues and develop solutions.
• Demonstrates high degree of professionalism in communication, attitude and teamwork with colleagues,peers, and management.
• Proficient in Salesforce or alternative CRM system.
• Prudent risk and control judgement. Demonstrates strong commercial judgement.
• Strategic mindset and effective communication skills to drive growth and revenue.
• University degree, preferably post-graduate and/or relevant professional designation.
• Spanish language is an advantage but not required.

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who theyare and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family,financial, physical, mental, and social health needs.

Location(s): United States : New York : New York City

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.

Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.