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Partnership Service Representative

2 months ago


Montreal, Quebec, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Partnership Service Representative to join our Sales and Partnerships Team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional service to our partners and clients, ensuring that their needs are met and exceeded.

Key Responsibilities
  • Resolve partner and client inquiries efficiently and effectively, maintaining and surpassing Scotia iTRADE service standards.
  • Process partner and client requests in a timely and efficient manner, accurately documenting and controlling all required follow-ups or escalations.
  • Exercise discretion to correct problems that result in a high level of client satisfaction, completing updates, corrections, and adjustments to client accounts within authorized limits.
  • Adhere to policies and practices that regulate the Contact Centre, Scotia iTRADE, and the Investment Industry, contributing to optimal Centre efficiency and minimizing risk and losses.
  • Solidify existing Scotia iTRADE business and create new business opportunities by initiating cross-sell and referral opportunities.
Requirements
  • 1-2 years industry experience an asset.
  • Ability to identify cross-sell and referral opportunities.
  • Previous discount brokerage experiences an asset.
  • Broad understanding of the investment industry.
  • Strong attention to detail and ability to recognize risk to the firm.
  • Ability to set and achieve goals, and work independently.
  • Strong communication and interpersonal skills.
  • Knowledge of back office functionalities.
  • Ability to learn new tasks quickly and accurately.
  • Ability to adapt to a changing environment and duties, dependent on current situations and directives from management.
What We Offer

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.