Job Description

Requisition ID: 184080

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

Purpose

Contributes to the overall success of the Client Solutions Canada team in a Canadian Retail branch ensuring specific individual goals, plans, and 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.

Goals will include Customer Advice Results (CARs) targets and customer focused targets i.e.(cPulse) & Primary Banking Penetration.

Accountabilities

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

• Focuses on expanding customer relationships from new and existing clients originating from indirect mortgage channels in assigned markets by:

• Growing primary banking relationships by presenting the features and benefits of relevant products to aligned with the customer\'s needs and goals
• Deepening primary banking relationships by proactively contacting single service customers or other undeveloped customer relationships (based on capacity and as directed by the Senior Manager, Client Solutions);
• Ensuring an excellent customer experience is delivered by leveraging the customer experience model and the global sales principles
• Effectively manage changing priorities to preserve the customer experience and partner relationships
• Achieving objectives relating to sales results, effective customer hand-off, and adherence to compliance for products delivered and services offered;
• Effectively facilitating a hand-off of the newly developed customer relationship to an appropriate Branch advisor during or immediately following the CSA meeting as outlined in the hand off process;
• Developing and maintaining a relationship of mutual trust and confidence with customers, Mortgage Brokers, and key Scotiabank partners including Home Financing Advisors (HFAs), Broker Relationship Managers (BRMs), Home Financing Lending Managers (HFLMs), Underwriters and other branch employees to ensure successful transition of the customer.

• Minimizing the Banks\' exposure to risk by:

• Adhering to Know Your Customer (KYC) requirements, all privacy, FCAC, CDIC and anti-money laundering/anti-terrorist funding
• Escalating fraudulent activities and unusual occurrences to your direct supervisor
• Following established policies and procedures for approval of any unsecured lending above pre-approved limits, ensuring referral for approval by ACE in all cases where required
• Adhering to and integrating Global Sales Principals

Location(s): Canada : Nova Scotia : Halifax

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 . 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.

Scotiabank