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Sales Associate

2 months 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 Management
    • Collect and scan receipts, input necessary information into the CRM, and initiate the approval process.
    • Charge expenses to correct G/L codes and cost centers by analyzing receipts and invoices, and recording entries.
  • Contract Management
    • Solicit contracts from vendors on behalf of Dynamic Sales.
    • Create and manage a contracts strategy.
    • 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.
    • Collaborate with other internal partners, including Compliance, Product Management, Marketing, and Mail Distribution to coordinate activities when necessary.
  • Adaptability and Continuous Learning
    • Adapt to changing internal policies initiated by shifting trends within our industry.
    • Develop a strong sales acumen to learn, grow, and develop within the team as an Inside Sales candidate within 2 years.

Requirements

  • Education
    • Minimum Bachelor's degree in a field such as Commerce, Finance, Business Administration.
  • Certifications
    • CSC or IFIC certification preferable.
  • Skills
    • Attention to Detail, Thoroughness, Organization, Analyzing Information, Accounting, PC Proficiency, Data Entry Skills, 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. We will work with you to provide as seamless a recruitment experience as possible.