Sales Associate

7 days ago

Calgary, Alberta, Canada Scotiabank Full time

About Scotiabank

Scotiabank is a leading financial institution with a rich history of innovation and customer service. As a pioneer in the Canadian financial industry, we have evolved to become one of the most recognized wealth management firms in the country.

Job Summary

We are seeking a highly motivated and detail-oriented Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business contracts, and verifying details in our CRM system.

Key Responsibilities

  • Expense Report Processing

Process expense reports for Wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the approval process.

Financial Analysis

Charge expenses to correct G/L codes and cost centers by analyzing receipts and invoices, and recording entries.

Contract Management

Protect the organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained.

Vendor Relationships

Solicit contracts from vendors on behalf of Dynamic Sales, create and manage a contracts strategy, and work closely with Legal to ensure contracts are standardized and approved.

Team Collaboration

Work closely with other Sales Associates to assist in the overflow of work whenever necessary, and collaborate with other internal partners, including Compliance, Product Management, Marketing, and Mail Distribution to coordinate activities.

Adaptability

Adapt to changing internal policies initiated by shifting trends within our industry.

Professional Development

A strong sales acumen to learn, grow, and develop within the team as an Inside Sales candidate within 2 years.

Requirements

  • Education

A minimum Bachelor's degree in a field such as Commerce, Finance, or Business Administration.

Certifications

CSC or IFIC certification is preferable.

Skills

Attention to Detail, Thoroughness, Organization, Analyzing Information, Accounting, PC Proficiency, Data Entry Skills, and General Math Skills.

Location

Canada: Alberta: Calgary

Accommodation

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know.

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