Partnership Service Representative

2 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
Job Summary

We are seeking a highly motivated and customer-focused Partnership Service Representative to join our team at Scotiabank. As a key member of our Sales & Partnerships Team, you will be responsible for providing exceptional service to our partners and clients, while driving business growth and revenue.

Key Responsibilities
  • Provide prompt, accurate, and professional service to partners and clients, ensuring high-quality call standards and client satisfaction.
  • Identify and initiate cross-sell and referral opportunities to introduce partners and clients to additional service offerings.
  • Responsible for resolving partner and client inquiries efficiently and effectively, maintaining and surpassing Scotia iTRADE service standards.
  • Process partner and client requests (inquiries, transactions, case work) in a timely and efficient manner, accurately documenting and controlling all required follow-ups or escalations.
  • Participate actively in queue maintenance through efficient call response times and prioritization of workload.
  • Acquire and maintain a detailed knowledge and understanding of policies, processes, product & services, as well as internal platforms (e.g. SOL, Flight Desk, Mobile).
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 / 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.
  • Expert knowledge of procedures related to securities settlement.
  • Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards.
  • Strong attention to exceptional client experience.
  • Language skills: French (strong asset).
  • Post-Secondary Education in Commerce, Business or Financial Planning an asset.
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. We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment.



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