Scotia Itrade, Inside Sales Associate
1 week ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
You are an expert in onboarding clients and in providing a high standard of professional and personalized client experience consistent with our Scotia iTrade business priorities.
Your primary accountabilities include the acquisition of new online brokerage accounts, building strong client relationships and managing seamless end to end client onboarding experiences.
- Onboard iTrade clients using a consultative approach and with targeted conversations about the products, services and associated offers relevant to the client.
- Transition new and existing clients to an appropriate service channel for ongoing relationship management upon completion of initial onboarding activities.
- Achieve client acquisition and engagement goals through uncovering client needs and providing relevant solutions. These assigned goals include specific external assets and sales activity and along with other objectives relating to teamwork, customer service standards and personal development.
- Utilize effective questioning skills to gather client information accurately and comprehensively to enable long term Scotia iTrade client relationships. This includes asking probing questions, listening, explaining features and benefits and handling objections in accordance with the Customer Experience model.
- Acquire and maintain a detailed knowledge of Scotia iTrade products and services as well as the policies and procedures necessary to respond appropriately to client inquiries.
- Assume responsibility for all client inquiries / concerns / complaints directed to him/her by resolving those matters within his / her discretion to the client's satisfaction as set out in the Bank's Complaint Resolution Standards and Procedures; and
- Ensure proper queue management is maintained so client transactions can be processed in a timely manner.
- Collaborate with key Bank partners to execute client acquisition and engagement strategies that will deepen client relationships across the bank.
- Develop and implement structured outbound calling strategies according to agreed upon growth objectives.
- Initiate sales opportunities by supplementing Partnership sales activities during high demand periods and campaigns; acting as a product line expert to clients and internal partners.
- Contribute to the implementation of Scotia iTrade marketing strategies (under the direction of the Manager) to maximize opportunities for business growth.
- Demonstrate active listening to enable accurate capture of client information while comprehensively recognizing and resolving client needs to their satisfaction.
- Develop and maintain an awareness of competitors' products, services, and marketing initiatives; and being able to articulate how Scotia iTRADE products/services provide superior value.
- Process client requests (inquiries, transactions, onboarding) in a timely and efficient manner.
- Maintain confidentiality of client information and ensure all transactions are compliant.
- Contribute to effective team morale and employee relations through positive interaction with peers, Sales & Partnerships team, as well as management.
- 3+ years of sales experience in the financial services industry with preference given to sales thorough various distribution channels (Retail Bank, Global Wealth & Insurance (GWI) etc.)
- Inbound Contact Centre Sales Experience is an asset, preferably with some experience in Service
- Expert communication and presentation skills
- Expert interpersonal & negotiation skills
- The ability to expertly build and maintain key relationships, influence and persuade others
- Knowledge of competitive offerings, market trends, economic conditions in the online brokerage business
- Successful completion of Canadian Securities Course (CSC) an asset
- Post-Secondary education is an asset
- Registration as an IR or IRO is an asset
- Fluency in English and Mandarin is considered an asset
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.
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