Senior Associate, Origination Client Management Specialist
2 weeks ago
The Senior Associate, Origination Client Management role is a key position within the Technology and Innovation Banking team at Scotiabank. This individual will be responsible for building, growing, and managing a portfolio of clients operating in the assigned technology and innovation segment. The incumbent will cultivate and increase Scotiabank's brand profile in the tech community through attendance of external activities and maintaining a professional presence with key contacts and business referral sources in this space.
Key Responsibilities
- Contributes to the overall success of Technology Innovation Banking in Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives.
- Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
- Responsible for the building, growing, and managing of a portfolio of clients operating in the assigned technology and innovation segment.
- Cultivates and increases Scotiabank's brand profile in the tech community.
- Contributes to the overall success of the TIB team.
- Responsible for the effective and profitable management of a portfolio of customer relationships operating in technology and innovation segments.
- Responsible for achieving personal and team business volumes and related revenues to meet pre-set targets.
- Responsible for the building, growing, and managing a portfolio of accounts.
- Services customers providing the highest professional standard both at a business level and through outside participation in the tech community.
Requirements
- Passion in working with entrepreneurs in the tech space.
- A high level of energy, commitment and strong sense of teamwork are needed to be successful in the role.
- Knowledge and understanding of the Technology and Innovation industry segments, the Technology and Innovation business banking marketplace in Canada, and knowledge of the assigned market area's key prospects, major companies, and competitive positioning within the assigned market area an asset.
- Comfort with ambiguity as a high degree of flexibility is required to adapt to a wide variety of tasks and functions with changing priorities and demands.
- Undergraduate degree in business, economics, technology, sciences, or related work experience.
- In progress professional designation (i.e. CPA, CFA, or CVB, etc.) or MBA is considered an asset.
Functional Competencies
- Basic understanding of financial analysis and risk analysis techniques.
- Strong interpersonal skills and communication skills (written and oral) that enable the incumbent to effectively articulate views both internally and externally.
- Strong PC skills are required, including working knowledge of MS Word, Excel, and PowerPoint.
- Above average sales, closing, and negotiation skills.
- Strong knowledge of relationship building and teamwork skills.
Working Conditions
Work in a standard office-based environment; non-standard hours are a common occurrence. The incumbent is required to travel within their assigned geography in order to execute on sales calling program. Frequent interruptions, ad hoc requests and unplanned operating issues, along with constantly changing priorities contribute to the high demands placed on the incumbent. Non-standard working hours are a regular occurrence.
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Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Senior Associate Origination Client ManagementAt Scotiabank, we are seeking a highly motivated and experienced Senior Associate Origination Client Management to join our Technology Innovation Banking team. As a Senior Associate Origination Client Management, you will be responsible for building, growing, and managing a portfolio of client...
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Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Senior Associate, Origination Client ManagementScotiabank is seeking a highly motivated and experienced Senior Associate to join our Technology Innovation Banking team in Montreal. As a key member of our team, you will be responsible for building, growing, and managing a portfolio of clients operating in the technology and innovation segment.Key...
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Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Senior Associate, Origination Client ManagementScotiabank is seeking a highly motivated and experienced Senior Associate to join our Technology Innovation Banking team in Montreal. As a key member of our team, you will be responsible for building, growing, and managing a portfolio of clients operating in the technology and innovation segment.Key...
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Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Senior Associate Origination Client ManagementRequisition ID: 204041About the RoleWe are seeking a highly motivated and experienced Senior Associate Origination Client Management to join our Technology Innovation Banking team in Canadian Business Banking. As a key member of our team, you will be responsible for contributing to the overall success...
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Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Senior Associate Origination Client ManagementRequisition ID: 204041About the RoleWe are seeking a highly motivated and experienced Senior Associate Origination Client Management to join our Technology Innovation Banking team in Canadian Business Banking. As a key member of our team, you will be responsible for contributing to the overall success...
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Vancouver, British Columbia, Canada Scotiabank Full timeJob SummaryAs a Senior Associate, Origination Client Management, you will play a key role in the success of Technology and Innovation Banking in Canadian Business Banking. Your primary responsibility will be to contribute to the overall success of the team by executing specific individual goals, plans, and initiatives in support of the team's business...
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Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our Technology Innovation Banking team at Scotiabank. As a key member of our team, you will be responsible for building, growing, and managing a portfolio of clients operating in the technology and innovation segment.Key ResponsibilitiesBusiness Development: Identify and...
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Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our Technology Innovation Banking team at Scotiabank. As a key member of our team, you will be responsible for building, growing, and managing a portfolio of clients operating in the technology and innovation segment.Key ResponsibilitiesBusiness Development: Identify and...
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Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Senior Associate to join our Technology Innovation Banking team at Scotiabank. As a key member of our team, you will be responsible for building, growing, and managing a portfolio of clients operating in the technology and innovation segment.Key ResponsibilitiesContribute to the overall success...
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