Client Service Specialist, Private Banking
4 weeks ago
Is this position suitable for you?
In this role, you will:
- Enhance Client Satisfaction and Loyalty through Service Excellence by: Delivering consistently outstanding client experiences and embodying 'Our Service Promise' by excelling in fundamental areas: Approachable, Eager to Assist, Efficient, and Professional. Offering exceptional service and support while employing innovative strategies to address Client's and the Private Banking Team's service challenges, all while adhering to established policies and procedures. Assisting the Private Banking Team with client inquiries and grievances, and escalating any client complaints that come to the attention of the Service Support Officers.
- Contribute to the quality and efficiency of branch operations and ensure compliance with regulatory and internal banking guidelines by: Following cash, custody, and security protocols and Bank policies at all times. Accurately processing daily transactions and Service Requests from Salesforce initiated by the Private Banking Team and Clients. Reporting fraudulent activities, unusual incidents, issues, deficiencies, or trends to your direct supervisor, Team Lead, AML, Branch Compliance Officer (BCO), Chief Compliance Officers, or relevant Shared Services Department as necessary. Ensuring compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
Do you possess the skills that will enable you to succeed in this role? We would be eager to collaborate with you if you have:
- Proficient PC and Keyboarding Skills, including Microsoft Word and Excel.
- Familiarity with branch systems (e.g., FFT; Intralink; Salesbuilder; Salesforce; Workhub; ScotiaFX).
- A high degree of adaptability to manage a diverse range of tasks and functions.
- The ability to work independently and confidently within the assigned authority and limits.
- Sensitivity to client needs and privacy.
- Transactions executed efficiently with a high degree of accuracy while always adhering to compliance guidelines established by the Bank.
- Knowledge of Scotia Service and Complaints Resolution Standards and Procedures.
- Fluency in English and French is required. Following a language needs assessment conducted by Scotiabank, the successful candidate will need to communicate in English as they will serve an English-speaking clientele.
What benefits can you expect?
- The opportunity to make a lasting impact on an assigned portfolio of customers.
- An inclusive culture that values and recognizes our employees' contributions.
- An organization dedicated to making a difference in our communities – for you and your customers.
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