Client Service Associate, Commercial Banking

3 weeks ago

Burlington, Canada Scotiabank Full time

Requisition ID: 163392

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

**Client Service Associate, Commercial Banking - Burlington, Ontario**

**Job Purpose**:
This role 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 Client Service Associate “CSA” provides the Relationship Managers 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 resolution of escalated client challenges, collection/processing of financial reporting, satisfaction of funding requirements and onboarding needs. The role is specific to servicing of the Business Banking in Commercial Banking Distribution.

This position will work from our Burlington, Ontario office.

**Key Accountabilities**:

- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Working closely with (Sr) Client Relationship Managers, the CSA 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: Help resolve service related matters raised by the client directly to the (Sr) Client Relationship Manager. 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) commence preparation of Credit Presentations; (c) assist 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 (eg. SDR, e-tracker etc.) 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.
- Provide status information on the progress of various fulfilment, KYC, AML onboarding and service requests and ensure bottlenecks or delays are promptly escalated with a plan to resolve
- Look for opportunities to make suggestions to continually improve processes and client satisfaction metrics. This may include actioning 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 implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vision/values/business strategy and managing succession and development planning for the team.

**Functional Competencies**:

- Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner
- Strong organizational skills to co-ordinate and prioritize a number of concurrent requests from different Relationship Managers
- Strong interpersonal skills to obtain agreements within Commercial Banking and partners
- Strong written and verbal skills with proven ability to engage stakeholders and clients
- Strong knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes

  • Client Service Associate, Commercial Banking

    1 week ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 175626 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Service Associate, Commercial Banking** **Job Purpose**: This role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in...

  • Associate Group Lead, Commercial Banking

    4 months ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 206491 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Group Lead, Commercial Banking - Burlington / Hamilton / Niagara** **Purpose** This position will report to the Director & Group Lead, Client Relationships (Mid-Market), Commercial Distribution. This role will include...

  • Associate Group Lead, Commercial Banking

    6 days ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 175713 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Group Lead, Commercial Banking** **Purpose** This position will report to the Director & Group Lead, Client Relationships (Mid-Market), Commercial Distribution. This role will include people management, working closely...

  • Associate Group Lead, Commercial Banking

    2 days ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 175713 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Group Lead, Commercial Banking** **Purpose** This position will report to the Director & Group Lead, Client Relationships (Mid-Market), Commercial Distribution. This role will include people management, working closely...

  • Associate, Commercial Banking

    7 months ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Relationship Manager, Commercial Banking

    3 weeks ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 172466 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) 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...

  • Credit Analyst, Commercial Banking

    7 months ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 184318 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Credit Analyst, Commercial Banking (Burlington, Ontario)** **Purpose** Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in...

  • Director and Group Lead, Commercial Distribution, Canadian Business Banking

    6 days ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 214450 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Director and Group Lead, Commercial Distribution, Canadian Busines Banking** The Director and Group Lead, Commercial Distribution is responsible for managing a mid-market (and/or core) team that contributes to the overall success...

  • Relationship Manager, Commercial Banking

    3 months ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Officer

    7 days ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 150628 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Sales Support Officer is responsible for contributing to the Private Banking unit’s overall success by providing superior service and administrative support to the Private Banking Sales Team. The incumbent...

  • Client Service Associate

    7 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a **full-time Client Service Associate** to join our Client Experience team in **Burlington**. **Position...

  • Relationship Manager, Commercial Banking

    7 months ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Banking Relationship Manager

    6 days ago

    Burlington, Ontario, Canada Scotiabank Full time

    **About Scotiabank**At Scotiabank, we're dedicated to helping our customers achieve success through a range of advice, products and services.**Your Role**We're looking for an Associate Private Banker with a passion for delivering exceptional customer service. As a key member of our team, you'll be responsible for developing relationships through sound advice...

  • Commercial Cleaner Contractor

    3 weeks ago

    Burlington, Canada Arelli Commercial Cleaning Full time

    _Arelli Cleaning_ is a reputable cleaning and disinfecting service provider with over 15 years of experience. We are expanding our team and looking for an experienced commercial cleaner in **Burlington **who can work flexible hours, including night-time, after business hours and weekends. With Arelli, you'll be able to choose your favorite locations and...

  • Commercial Cleaner Contractor

    2 weeks ago

    Burlington, Canada Arelli Commercial Cleaning Full time

    _Arelli Cleaning_ is a reputable cleaning and disinfecting service provider with over 15 years of experience. We are expanding our team and looking for an experienced commercial cleaner in **Burlington **who can work flexible hours, including night-time, after business hours and weekends. With Arelli, you'll be able to choose your favorite locations and...

  • Client Associate

    3 days ago

    Burlington, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Daytime Commercial Cleaner Contractor

    5 days ago

    Burlington, Canada Arelli Commercial Cleaning Full time

    _Arelli Cleaning_ is a reputable cleaning and disinfecting service provider with over 15 years of experience. We are expanding our team and looking for an experienced commercial cleaner in **Burlington **who can work flexible hours, including night-time, after business hours and weekends. With Arelli, you'll be able to choose your favorite locations and...

  • Pb Client Support Officer

    20 hours ago

    Burlington, Canada Scotiabank Full time

    Requisition ID: 161936 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: The Client Support Officer is responsible for contributing to the Private Banking unit’s overall success by providing superior service and administrative support to the Private Banking Sales Team. The incumbent...

  • Personal Banking Associate

    7 days ago

    Burlington, Canada BMO Financial Group Full time

    Address: 777 Guelph Line, D8 Job Family Group: Retail Banking Sales & Service Burlington Mall Branch Part-time (30 hours per week) Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within...

  • Personal Banking Associate

    4 weeks ago

    Burlington, Canada BMO Financial Group Full time

    777 Guelph Line, D8 Burlington Ontario,L7R 3N2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...