Service Support Officer, Private Banking, Montreal
2 weeks ago
Requisition ID: 192607
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Service Support Officer 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. The incumbent delivers exceptional personal service in all activities completed to support the Private Banking team. This includes ensuring all activities are conducted within compliance with governing regulations, internal policies, and procedures
**Is this role right for you? In this role you will**:
- Increase Client Satisfaction and loyalty through Service Excellence by:
- Provide consistently excellent client experiences and demonstrate ‘Our Service Promise’ by being best at the basics: Friendly, Willing to Assist, Efficient and Professional
- 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.
- Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients.
- 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
- 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.
**Do you have the skills that will enable you to success in this role? We'd love to work with you if you have**:
- Strong PC and Keyboarding Skills, including Microsoft word and excel.
- High degree of flexibility to adapt to a wide variety of tasks and functions
- Ability to work independently and confidently within the authority and limits assigned
- Sensitivity to client needs and privacy
- Transactions are executed efficiently with a high degree of accuracy however always within compliance guidelines established by the Bank.
- Working knowledge of Scotia Service and Complaints Resolution Standards and Procedures.
**What’s in it for you?**
- Ability to make a lasting impact on an assigned book of customers
- An inclusive culture where we value and recognize our employees’ contributions
- An organization committed to making a difference in our communities - for you and your customers
Location(s): Canada : Quebec : Montreal
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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