Client Service Associate

3 weeks ago

Halifax, Canada Scotiabank Full time

Requisition ID: 171479

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

As a Client Service Associate, you will contribute 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 Client 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 Growth Segment in Commercial Banking Distribution.

**Is This Role Right for You? In this role, you will**:

- Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Working closely with 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 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
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- 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.

**Do you have the skills that will enable you to succeed in this role?**
- College/University degree or equivalent work experience
- 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 written and verbal skills with proven ability to engage stakeholders and clients
- Working knowledge of Financial Statements and credit analysis, working knowledge of credit structures and applicable risk management

**What we’re offering**:

- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- A competitive compensation and benefits package
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities - for you and our customers

Location(s): Canada : Nova Scotia : Halifax

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 bankin

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