Associate, National Accounts
6 months ago
Requisition ID: 201218
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
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 Director and Associate Directors, National Accounts, 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, satisfaction of funding requirements. The role is specific to servicing of the National Accounts Segment in Canadian Business Banking.
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. Borrowing Clients typically have complex to sophisticated financial solutions.
The Associate will also interact with external parties such as Solicitors, Accountants, Professional Service Providers and External Bank various Groups including Syndication.
**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 back-up 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 such as 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.
- 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.
**Education/experience and skills**:
- University degree with Finance, Accounting or Other Business Specialty background, or equivalent work experience
- Commitment to participate in other training requirements as determined by the Bank from time to time
- 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 prioritiz
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