Relationship Manager Assistant
6 days ago
About Scotiabank:
Scotiabank is a leading bank in the Americas, committed to helping our customers, their families, and their communities achieve success through a range of advice, products, and services.
Job Description:
This role is part of our Commercial Banking Division, where we provide financial solutions to businesses and individuals. As a Client Service Coordinator, you will be responsible for supporting our Relationship Managers in servicing our commercial clients.
Key Responsibilities:
- Servicing existing and new clients by coordinating efforts with internal partners and directly engaging with clients to address their needs
- Providing onboarding services, including collecting information from clients and various sources to assess risk profiles and ensure regulatory compliance
- Resolving service-related matters raised by clients, working closely with Relationship Managers and Credit Analysts
- Coordinating loan funding and business account openings with clients, Credit Analysts, and internal partners
- Escalating issues promptly and providing status updates on progress
Required Skills and Qualifications:
- College/University degree or equivalent work experience
- Strong commitment to excellent client service and ability to resolve issues amicably and promptly
- Strong organizational skills to coordinate multiple requests from Relationship Managers
- Excellent interpersonal and written communication skills
- Knowledge of onboarding, Know Your Customer, and Anti-Money Laundering processes
- Familiarity with Commercial Banking partners and their roles in servicing clients
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