Requisition ID: 242993
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
What you will be doing:
Contributes to the overall success of the Signature Banking Business in Canada ensuring specific team and individual goals plans initiatives are executed / delivered in support of the teams business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations internal policies and procedures. The Senior Signature Banker focuses on deepening client relationships by providing exceptional client service anticipating client needs and offering solutions appropriate to the clients banking and wealth Senior Signature Banker possesses strong knowledge of retail lending financial products and services wealth management Total Wealth Planning as well as risk management. The incumbent has comprehensive experience and product knowledge to deliver personalized and tailored service and lending solutions consistent with mass affluent and emerging high-net-worth (eHNW) client needs.
Is this role right for you:
Champions a client focused culture to deepen client relationships and leverage broader bank relationships systems and knowledge
Lead Portfolio Management and Risk Mitigation by:
- Acting as the clients Banking Relationship Manager by providing the highest quality of consistent administrative support to a portfolio of eMHW clients
- Using knowledge of Scotiabanks diverse products and services to anticipate client needs and proactively delivering solutions through reciprocal referrals that result in deeper client relationships bank-wide
- Proactively contacting and managing client relationships to ensure the accounts and credit facilities are operating satisfactorily
- Supporting the assigned portfolio of eHNW clients by participating in thorough evaluation of the clients banking and borrowing needs
Consistently delivering the highest level of service and advice during all client interactions by:
- Demonstrating a passion for engaging with affluent and professional clients delivering exceptional client experiences and making a significant impact in the lives of our clients
- Developing a full knowledge and understanding of Bank products services processes and policies
- Maintaining an acute focus on responding quickly and resourcefully to client requests ensuring first time right speed and ease
- Providing end-to-end ownership over advice-based solutions including account opening investments credit cards lines of credits and mortgages
Maintain operational effectiveness by:
- Reviewing and resolving client concerns and issues and ensure that the Banks Customer Complaint Resolution Process is in place and effective.
- Ensuring strict adherence to Bank security procedures including assigned authorities and limits
- Ensuring compliance with regulatory requirements and guidelines including Privacy Anti-Money Laundering/Anti-Terrorist Financing FCAC Know Your Customer CDIC Occupational Health & Safety
- Reporting fraudulent activities unusual occurrences issues deficiencies or trends as applicable.
Manage credit risk:
- Fulfilling all credit requests through retail (ACE) adjudication processes First-time Right
- Ensuring credit facilities operate within authorized terms and conditions
- Ensuring the Banks exposure is protected by way of adequate security requirements (if required) and appropriate credit conditions resolving any issues that may arise. When applicable escalate concerns to the Senior Manager Signature Banking
- Ensuring security documentation is accurately prepared complete registered and renewed as required
Do you have the skills to enable you to be successful in this role We would love to work with you if you have:
- Minimum 3-5 years of banking experience
- The incumbent must have at least 3 years of Business and/or Retail Banking experience dealing with high-net-worth clients and sophisticated financing requirements
- Must be an experienced banker with exceptional interpersonal leadership and business development skills
- University degree or college diploma
- Industry courses (e.g. CSC PFP CFP) would be considered an asset
Location(s): Canada : Ontario : Toronto
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.
Required Experience:
Senior IC
Requisition ID: 242993Join a purpose driven winning team committed to results in an inclusive and high-performing culture.What you will be doing:Contributes to the overall success of the Signature Banking Business in Canada ensuring specific team and individual goals plans initiatives are executed /...
Requisition ID: 242993
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
What you will be doing:
Contributes to the overall success of the Signature Banking Business in Canada ensuring specific team and individual goals plans initiatives are executed / delivered in support of the teams business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations internal policies and procedures. The Senior Signature Banker focuses on deepening client relationships by providing exceptional client service anticipating client needs and offering solutions appropriate to the clients banking and wealth Senior Signature Banker possesses strong knowledge of retail lending financial products and services wealth management Total Wealth Planning as well as risk management. The incumbent has comprehensive experience and product knowledge to deliver personalized and tailored service and lending solutions consistent with mass affluent and emerging high-net-worth (eHNW) client needs.
Is this role right for you:
Champions a client focused culture to deepen client relationships and leverage broader bank relationships systems and knowledge
Lead Portfolio Management and Risk Mitigation by:
- Acting as the clients Banking Relationship Manager by providing the highest quality of consistent administrative support to a portfolio of eMHW clients
- Using knowledge of Scotiabanks diverse products and services to anticipate client needs and proactively delivering solutions through reciprocal referrals that result in deeper client relationships bank-wide
- Proactively contacting and managing client relationships to ensure the accounts and credit facilities are operating satisfactorily
- Supporting the assigned portfolio of eHNW clients by participating in thorough evaluation of the clients banking and borrowing needs
Consistently delivering the highest level of service and advice during all client interactions by:
- Demonstrating a passion for engaging with affluent and professional clients delivering exceptional client experiences and making a significant impact in the lives of our clients
- Developing a full knowledge and understanding of Bank products services processes and policies
- Maintaining an acute focus on responding quickly and resourcefully to client requests ensuring first time right speed and ease
- Providing end-to-end ownership over advice-based solutions including account opening investments credit cards lines of credits and mortgages
Maintain operational effectiveness by:
- Reviewing and resolving client concerns and issues and ensure that the Banks Customer Complaint Resolution Process is in place and effective.
- Ensuring strict adherence to Bank security procedures including assigned authorities and limits
- Ensuring compliance with regulatory requirements and guidelines including Privacy Anti-Money Laundering/Anti-Terrorist Financing FCAC Know Your Customer CDIC Occupational Health & Safety
- Reporting fraudulent activities unusual occurrences issues deficiencies or trends as applicable.
Manage credit risk:
- Fulfilling all credit requests through retail (ACE) adjudication processes First-time Right
- Ensuring credit facilities operate within authorized terms and conditions
- Ensuring the Banks exposure is protected by way of adequate security requirements (if required) and appropriate credit conditions resolving any issues that may arise. When applicable escalate concerns to the Senior Manager Signature Banking
- Ensuring security documentation is accurately prepared complete registered and renewed as required
Do you have the skills to enable you to be successful in this role We would love to work with you if you have:
- Minimum 3-5 years of banking experience
- The incumbent must have at least 3 years of Business and/or Retail Banking experience dealing with high-net-worth clients and sophisticated financing requirements
- Must be an experienced banker with exceptional interpersonal leadership and business development skills
- University degree or college diploma
- Industry courses (e.g. CSC PFP CFP) would be considered an asset
Location(s): Canada : Ontario : Toronto
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.
Required Experience:
Senior IC
View more
View less