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Service Support Officer/administrative Assistant
3 months ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
What you will be doing:
The Service Support Officer/Administrative Assistant contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team's objectives.
Is this role right for you? In this role you will:
Increase Client Satisfaction and loyalty through Service Excellence by:
- Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.
- Demonstrating respect and knowledge in interactions with the APB/Banker
- Providing exceptional service and support combined with innovative approaches to resolving Client's and the Private Banking Team's service issues while adhering to policy and procedures,
- Providing support to the PB Team with client concerns and complaints. Raise any client complaints to the PB Team that have been brought the Service Support Officers' attention
Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by:
- Adhering to cash, custody and security procedures and Bank policies at all times.
- Adhering to position authorities and bank policies
- Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients.
- Checking/authorizing transactions with approved limits.
- Daily completion of the Accounting Support Package as outlined in the ASP at a glance for Sales Support Officers document.
- Ensuring accurate and timely completion of daily and periodic monitoring activities including Automated Control System, Worklist Management Exceptions, Work Hub, Digital Courier
- Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate
- Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
- Adhere to compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
- Champions a highperformance environment and contributes to an inclusive work environment.
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.
