Small Business Relationship Manager
4 weeks ago
About the Role
We are seeking a skilled Portfolio Advisor for Small Businesses to join our team at Scotiabank. As a Portfolio Advisor, you will be responsible for managing an assigned portfolio of high-value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service Standard.
Key Responsibilities
- Manage an assigned portfolio of high-value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service Standard.
- Create a strong presence within the local business community by developing relationships with various Centres of Influence.
- Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses.
- Partner with fellow advisors to create a customer-centric environment.
Requirements
- You possess a results-oriented attitude and have sound knowledge of the small business market, including the features and benefits of small business products and services, including an understanding of financial statements, applicable risk management policies, and legal and security documentation for small business products.
- You demonstrate excellent business development techniques and are conversant with small business legal structures and life cycles, competitor offerings, and alternate sources of financing.
- You have good organizational skills and are flexible to adapt to a constantly changing environment.
- You are a strong relationship builder and communicator and enjoy meeting people and are proficient at collaborating with others.
- You have an education in a business-related discipline or equivalent work experience as a small business owner.
- Valid driver's license and access to a reliable vehicle.
About Scotiabank
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
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