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Senior Associate, Client Management in Technology and Innovation

3 months ago


Calgary, Alberta, Canada Scotiabank Full time

Position Overview:

The Senior Associate, Client Management plays a pivotal role in the success of the Technology and Innovation Banking sector within Canadian Business Banking. This position is integral to achieving specific individual and team objectives that align with the overall business strategies.

Key Responsibilities:

  • Build and manage a diverse portfolio of clients within the technology and innovation sector, enhancing Scotiabank's presence in the tech community.
  • Drive business development initiatives to increase market share and revenue in the early and growth-stage technology segments.
  • Serve as the Industry Specialist, providing expertise and support to regions lacking specialization in Technology and Innovation Banking.
  • Conduct regular client engagement activities to ensure effective relationship management and retention.
  • Identify and pursue new business opportunities by researching and establishing comprehensive banking relationships with prospective clients.
  • Maintain a thorough understanding of Scotiabank's product offerings to deliver tailored solutions that meet client needs.
  • Monitor and manage the loan portfolio to mitigate risk and ensure profitability, conducting detailed credit analysis and reviews.
  • Contribute to the productivity and service quality of the District Office by ensuring timely completion of reports and assisting in training new staff.

Qualifications:

  • A strong passion for working with entrepreneurs in the technology sector.
  • Demonstrated teamwork, energy, and commitment to achieving results.
  • In-depth knowledge of the Technology and Innovation industry, including key players and market dynamics.
  • Ability to adapt to changing priorities and manage multiple tasks effectively.
  • Undergraduate degree in business, economics, technology, or a related field; professional designations or an MBA are advantageous.
  • Proficient in financial and risk analysis techniques.
  • Exceptional interpersonal and communication skills, both written and verbal.
  • Strong proficiency in MS Office applications, particularly Word, Excel, and PowerPoint.
  • Proven sales, negotiation, and relationship-building skills.

Work Environment:

This role is office-based with occasional travel required to engage with clients and stakeholders. The position demands flexibility to accommodate non-standard working hours and adapt to evolving business needs.

Scotiabank is committed to fostering an inclusive and accessible workplace, valuing the unique skills and experiences of each individual.