Associate, National Accounts, Canadian Banking

1 week ago

Toronto, Ontario, Canada Scotiabank Full time
Requisition ID: 201509

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

Associate, National Accounts, Canadian Banking - 18 Month Contract

Purpose


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


The Associate provides the Directors and Associate Directors, National Account, Canadian Business Banking with support needed to service client requirements and new asks.

This will include coordinating efforts with internal partners and directly reaching out to clients to address various activities such as collection/processing of financial reporting, diligence for credit needs, and satisfaction of funding requirements.

The role is specific to servicing of the National Accounts Segment in Canadian Business Banking.

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

Working closely with Director, National Accounts, the Associate is responsible for providing the following services to a portfolio of existing and prospective clients:

  • Onboarding: Supporting the collection of information directly from clients and from various sources necessary to assess the client's risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.
  • Client servicing escalations: Provide backup to help resolve service related matters raised by the client directly to the Director, National Accounts. This responsibility does not replace the servicing provided through the Business Service Center and is typically credit in nature or day to day servicing.
  • Credit related tasks: (a) Contact clients for financial reporting and spread Financial Statements, Projections and Borrowing bases, review results, escalate any signs of deterioration and update appropriate systems; (b) Significantly assist or responsible for the preparation of Credit Presentations for new and existing clients; (c) assist or take lead with completion of conditions precedent, diligence and any other requirements necessary to obtain approvals (d) ensure client files are complete and appropriately documented in various systems; and (e) general support as necessary in the annual review process and other credit related situations needed to maintain portfolio quality.
  • Fulfilment: Coordinating efforts with the client and various internal partners (eg. BSC, EDDU, CRA, GBM) to ensure loan funding and business account openings are fulfilled as per customer expectations.


Look for opportunities to enhance client needs by providing Directors, National Accounts with referrals for ancillary products and other partner opportunities.

In addition provide suggestions to continually improve processes which may include auctioning feedback received directly from clients or through client satisfaction vehicles such as the Pulse.

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, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations 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, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

Champions a high performance environment and contributes to an inclusive work environment.

Dimensions:

  • The Associate will be responsible for supporting Director, Execution or Associate Director, Execution in the National Accounts segments of Commercial Banking Distribution.
  • 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. These clients will be both borrowing (over $25MM) and nonborrowing. Borrowing Clients typically have complex to sophisticated financial solutions.
  • Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.
  • The Associate will typically receive requests from the Directors or Associate Directors, or members of the Cr

  • Associate, National Accounts, Canadian Banking

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 201509Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, National Accounts, Canadian Banking – 18 Month Contract PurposeContributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support...

  • Associate Vice President National Accounts

    1 week ago

    Toronto, Ontario, Canada National Bank Full time

    As the Associate Vice President (AVP), National Accounts, you will guide the company's efforts to maintain and expand relationships with large, national distribution partners. You will be responsible for collaborating with internal and external stakeholders to achieve business goals and develop relationships, while leading the business planning cycle to...

  • Associate Vice President National Accounts

    1 week ago

    Toronto, Ontario, Canada National Bank Full time

    Attendance Hybrid Job Number 21020 Category Manager Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 16-May-2024 Location: Toronto, Ontario City Toronto Province/State Ontario Area of Interest: Wealth management As the Associate Vice President (AVP), National Accounts, you will guide the company's...

  • Associate Vice President National Accounts

    3 weeks ago

    Toronto, Ontario, C6A, Ontario, Canada National Bank Full time

    As the Associate Vice President (AVP), National Accounts, you will guide the company’s efforts to maintain and expand relationships with large, national distribution partners. You will be responsible for collaborating with internal and external stakeholders to achieve business goals and develop relationships, while leading the business planning cycle to...

  • Associate Vice President National Accounts

    4 weeks ago

    Toronto, Ontario, C6A, Ontario, Canada National Bank Full time

    As the Associate Vice President (AVP), National Accounts, you will guide the company’s efforts to maintain and expand relationships with large, national distribution partners. You will be responsible for collaborating with internal and external stakeholders to achieve business goals and develop relationships, while leading the business planning cycle to...

  • Investment Banking Analyst/Senior Analyst

    1 week ago

    Toronto, Ontario, Canada CCC Investment Banking Full time

    Who we are:CCC is a top national independent mid-market investment banking firm based in Canada. With offices in Toronto and Vancouver, we specialize in executing divestitures, mergers, acquisitions, and capital raises for our clients. Additionally, we offer valuation services and advisory to boards of directors.We are known for our relentless commitment to...

  • Associate, Commercial National Accounts

    1 week ago

    Toronto, Ontario, Canada TD Bank Full time

    425946BRCommercial BankingToronto, ONNovember 23, 2023Hours37.5Workplace ModelOnsitePay DetailsDepartment OverviewThe Commercial National Accounts (CNA) team provides dedicated relationship coverage to large commercial clients across all industry sectors. This client base is primarily designated by size of credit facilities being larger than $25 million...

  • National Accounts Associate

    1 week ago

    Toronto, Ontario, Canada Schindler Full time

    Location: Headquarters (Toronto), ON, Ontario, CanadaRequisition ID: 68965Schindler stands for mobility. Mobility needs experts.Join our team in Headquarters (Toronto), ON:Founded in Switzerland in 1874, the Schindler Group is a leading global provider of elevators, escalators, and related services. Schindler mobility solutions move one billion people every...

  • Investment Banking Analyst/Senior Analyst

    4 weeks ago

    Toronto, Ontario, Ontario, Canada CCC Investment Banking Full time

    Who are we:CCC is Canada’s leading national, independent, mid-market investment banking firm. From our offices in Toronto and Vancouver, we execute divestitures, mergers, acquisitions, and capital raises on behalf of our clients. We also provide valuation services and board of director advisory to our trusted clients.We pride ourselves on tenaciously...

  • Investment Banking Analyst/Senior Analyst

    3 weeks ago

    Toronto, Ontario, Ontario, Canada CCC Investment Banking Full time

    Who are we:CCC is Canada’s leading national, independent, mid-market investment banking firm. From our offices in Toronto and Vancouver, we execute divestitures, mergers, acquisitions, and capital raises on behalf of our clients. We also provide valuation services and board of director advisory to our trusted clients.We pride ourselves on tenaciously...

  • Investment Banking Associate

    1 week ago

    Toronto, Ontario, Canada National Bank of Canada Full time

    A career as an Associate in the financial institution group (FIG) team at National Bank means playing a crucial role on a highly dynamic capital markets team. In this role, you can use your interest in finance, your skills and experience to have a positive impact on our group and on our clients.Your Job Organizing and developing presentation materials...

  • Associate Vice President

    1 week ago

    Toronto, Ontario, Canada National Bank Full time

    As the Associate Vice President (AVP), National Accounts, you will guide the company's efforts to maintain and expand relationships with large, national distribution partners. You will be responsible for collaborating with internal and external stakeholders to achieve business goals and develop relationships, while leading the business planning cycle to...

  • National Accounts Manager

    1 week ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    Job Description Job Posting - National Accounts Associate This is a hybrid role with a mix of remote and in-office working. At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new...

  • Associate, Gcm Banking

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 196743Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence...

  • Account Associate

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 175374Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe Account Associate, Custody Services, provides and delivers proactive administrative and client service support to Account Managers and client portfolios of various size and complexity, servicing wealthy private clients,...

  • Senior Investment Analyst

    1 week ago

    Toronto, Ontario, Canada CCC Investment Banking Full time

    Who are we: CCC is Canada's leading national, independent, mid-market investment banking firm. We also provide valuation services and board of director advisory to our trusted clients. We do not have a cookie-cutter approach but use creative solutions to overcome difficult problems to complete transactions. Support Vice Presidents and Associates in...

  • Canadian Banking

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 169767Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Term: May - August 2023Application Deadline: 01/20/2023There's no better way to find your dream job than to do a co-op or internship with Scotiabank During your work term, you'll have the opportunity to be part of a winning team, build...

  • Investment Banking Associate

    1 week ago

    Toronto, Ontario, Canada Agentis Capital Full time

    Investment Banking Associate Location Vancouver,BC :Our Firm Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments. Agentis Capital...

  • Canadian Personal Banking Indigenous Intern/ Co-op

    1 week ago

    Toronto, Ontario, Canada TD Bank Full time

    All companies are not the same. What makes TD special as a business is also, what makes us special as an employer.Why TD?TD's Colleague Promise: A better you. A better us.A more confident you means a stronger us. We empower you to grow your skills, gain new perspectives, and create impact at work and in your community. That's our unique and inclusive...

  • Corporate Banking Associate

    1 week ago

    Toronto, Ontario, Canada China Construction Bank Toronto Branch Full time

    Reporting to the Head of Corporate Banking, the Associate is primarily responsible for supporting and assisting in the Portfolio Management function within the Department with core tasks focused on the development of new and existing corporate clients and performing high level financial modeling and analysis. The Analyst will perform a variety of other...