Title:  First Nations/Metis/Inuit - Client Service Specialist, Commercial Banking (Montreal, QC)

Requisition ID: 185758

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

Posted pursuant to Scotiabank’s Special Program under the Employment Equity Act and Canadian Human Rights Act.
 
While you must be an Indigenous person in order to submit your resume, participation is completely voluntary. Please use the definition below to make sure you’re eligible and open to self-identifying as Indigenous:
 
Indigenous peoples include status, non-status First Nation, Métis and Inuit people. Only those Indigenous peoples residing in Canada should identify themselves as belonging to this designated group

Job Purpose

Contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals,

plans, initiatives are executed / delivered in support of the team’s business strategies and objectives while also ensuring all activities are conducted in compliance with governing regulations, internal policies, and procedures.

The Client Service Specialist provides the Client Relationship Managers with support needed to service our customers for new and existing client requirements. This will include coordinating efforts with internal partners and directly reaching out to clients to address collection/processing of financial reporting, satisfaction of funding requirements, onboarding needs and various activities such as resolution of escalated client challenges. The role is specific to servicing all segments in Commercial Banking Distribution.

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

• Working closely with Client Relationship Managers and Credit Analysts, the Client Service Specialist is responsible for providing the following services to a portfolio of existing and prospective clients:
  • Onboarding: Support the collection of information directly from clients and from various sources necessary to assess the client’s risk profile to ensure the Bank meets its regulatory requirements. This includes contacting clients sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.
  • Client servicing: Support /help resolve service-related matters raised by the client directly to the Client Relationship Manager.
  • Credit related tasks: contact client for financial reporting and other information as required and ensure appropriately documented in systems & general support as necessary in the annual review process
  • Fulfilment: Coordinating efforts with the client, Credit Analyst, Relationship Manager, and various internal partners to ensure loan funding and business account openings are fulfilled as per customer expectations, using appropriate intake models.

• Provide status information on the progress of various fulfilment, onboarding and service requests and ensure bottlenecks or delays are promptly escalated with a plan to resolve

• Look for opportunities to make suggestions to continually improve processes and client satisfaction metrics. This may include actioning feedback received directly from clients or through client satisfaction vehicles.

• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

• Actively pursues effective and efficient operations of respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk & regulatory compliance risk.

• Champions a high-performance environment and contributes to an inclusive work environment.

Qualifications

• College / University degree or equivalent combination of experience offering transferrable skills
• Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner
• Strong organizational skills to co-ordinate and prioritize several concurrent requests from different Relationship Managers
• Strong interpersonal skills in a team environment; gaining consensus, skill and time sharing, cooperation with and coordination of internal and external stakeholder
• Strong written and verbal skills with proven ability to engage stakeholders and clients
• Good knowledge of fulfilment processes and roles of partners
• Thorough knowledge of the applicable software and technology platforms for Commercial – examples of such software?
• Working knowledge of the features and benefits of Commercial products and services is an asset
• Working knowledge of Microsoft Office applications
• A high degree of flexibility and curiosity to adapt to and learn a wide variety of tasks
• Strong commitment to accuracy, customer focus and results focus

What we’re offering…

• The opportunity to join our diverse and inclusive organization and connect with other First Nations, Inuit, and Metis Scotiabankers and their allies.
• A competitive compensation and benefits package which include:
  • $10,000 annually dedicated to your well being.
  • Traditional Indigenous Practices Leave
  • Indigenous Employee Mentoring Program
  • Indigenous Employee Resource Group
• An organization committed to making a difference in our communities– for you and our customers.
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You’ll receive clear, transparent criteria to progress in your career.  Enabling you to build deeper relationships and grow your expertise in the same chair.

Location(s):  Canada : Quebec : Montreal 

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.