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Title:  Senior Client Service Officer

 

 

 

Requisition ID: 150959

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

 

Purpose

 

The Senior Client Service Officer is the primary MAG officer responsible for servicing the highest valued Corporate Clients of the Bank with their business accounts, cash management, electronic banking services and credit facilities. The incumbent is expected to act in the capacity of a Relationship Manager, within the Business Service Centre and own the customer service experience by providing knowledgeable and accurate information, identify and recommend solutions, and be accountable for managing escalations relating to the client to ensure resolution in a timely and effective manner. The officer provides consistent, prompt, professional and effective service to a portfolio of corporate customers.

 

Accountabilities


Provide an excellent customer experience by:

 

  • Primary point of contact for servicing, maintenance, escalations and resolving complex concerns for the corporate portfolio with a thorough understanding of the connections and unique servicing requirements
  • Primary lead working with GBP RM’s and internal departments to effectively, timely and accurately onboard new connections or additions to existing relationships, including active participant in client meetings
  • Accurate preparation of documents and system input for bank accounts, cash management and electronic banking products relating to new or existing clients 
  • Administer credit changes by liaising with Corporate Banking to ensure correct documents/collateral are in place, or where applicable, prepare documentation/forms that conform to the credit authorizations on file and ensure authorized credits, signing authority and pricing is executed accurately Develop and maintain an excellent knowledge and understanding of Global Transaction Banking products, services and pricing
  • Accurate daily input into the PEGA case management system for all cases created by indexing or officer
  • Ensuring authorization complete and accurate for the closure of all connections
  • Maintaining accurate and thorough customer files, documents and records
  • Adhering to established OPC’s and advise supervisor where not possible 
  • Participation in the growth/maintenance of the corporate Banking portfolio and profitability by being alert to new or expanded business opportunities and referring/recommending appropriately
  • Active participation in huddles/meeting to help resolve issues and raise concerns

 

Ensuring strict adherence to Bank security and control procedures for customer information, data, access to systems and documents by:

 

  • Adhering to all compliance policies & guidelines including Privacy, AML/Anti-Terrorist & KYC policies
  • Following department guidelines for the storage, access and delivery of client/Bank documents
  • Ensuring authentication of clients prior to the release of information
  • Identifying and escalating unusual occurrences, fraudulent activities, issues/deficiencies/trends to supervisor

 

Skills and Requirements

 

•    Post-Secondary Education or a minimum of 2 years of relevant working experience in Financial Services or related industry
•    Proven customer service and communication skills, with ability to prioritize.
•    Strong Communication (written & verbal) and Organizational Skills
•    Knowledge of Microsoft Office (Excel, Word, and Outlook)
•    Experience in Retail and Business Service Centre, GBP/GWO or Retail Banking/Business Banking are an asset.

 

Location(s):  Canada : Ontario : Mississauga 

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 are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. 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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