Client Services Officer, Roynat Capital, Halifax

Scotiabank•Dartmouth, NS

5d•Onsite

About The Position

The Client Services Officer is responsible for providing efficient and high-quality support to a team of Relationship Managers in the District Office environment. The incumbent provides administrative support on the day-to-day operations of the office. He/she supports Relationship Managers on new and existing deals by spreading financial statements, populating some components of the credit application, preparing documents related to the deal, etc. A high degree of professionalism is required as the CSO has frequent contact with clients, prospects, COI’s, lawyers, accountants, Roynat Executive Office and other Scotiabank partners.

Requirements

Successful completion of a university program with a focus on commerce, economics, finance and/or accounting.
1-2 years of experience working in a financial accounting or loan processing/credit adjudication environment.
Foundational relationship-building skills with proven ability to work in a team setting and cross-functionally with other Roynat/Scotiabank partners.
Basic knowledge of the Canadian Commercial Banking marketplace.
Strong organizational skills, with a keen attention to detail.
Strong communication and interpersonal skills through consistent demonstration of approachability, ability to build trust and understanding.
Good presentation skills and ability to think/respond quickly and adapt to change readily.

Nice To Haves

Good knowledge of the Canadian Commercial Banking marketplace is an asset.
Applicants with a proven record in accounting or possess a financial analysis background are front-runners for this role that offers promising career advancement for those interested in pursuing a role in sales and/or risk management.
Good understanding of financial statement analysis, and knowledge of risk assessment techniques for structuring credits are considered an asset.

Responsibilities

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Provides support to Relationship Managers and the District Director/ District Manager on new and existing deals by contributing to the completion of credit applications, client portfolio management, spreading financial statement data, completing reports, conducting due diligence research, assisting with Amendments/Reviews, and ensuring KYC requirements are satisfied before facilitating disbursement.
Resolves client inquiries and/or escalates them to the appropriate Relationship Manager as required.
Ensures effective and timely communication with all Roynat employees, Centres of Influence, Roynat clients, and Partners by preparing accurate correspondence, accompanying Relationship Managers on client visits, maintaining business relationships with stakeholders, accurately completing and submitting reports, and ensuring all correspondence is filed in accordance with Roynat’s guidelines.
Provide exceptional support on client events and other district office initiatives by assisting with planning and organizing events, coordinating event logistics, ensuring events stay within budget, liaising with the Marketing team, and resolving or escalating issues.
Contributes to the Operational Excellence of the District Office by supporting day-to-day office operations to ensure compliance and operational efficiencies, providing feedback on operational processes, completing internal monthly reporting, reconciling expenses/invoices, ordering office supplies, coordinating meetings/travel, ensuring adherence to privacy and security policies, and providing support for onboarding/training of new employees.
Contributes to District Office productivity and self-development by maintaining knowledge of Roynat products/services/processes/procedures, staying updated on policy changes, improving business writing and analytical skills, seeking feedback for performance improvement, sharing best practices, and completing other assigned duties.
Understands 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 in accordance with Scotiabank’s Values, Code of Conduct and Global Sales Principles, ensuring adequacy and adherence to day-to-day business controls for operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a high-performance environment and contributes to an inclusive work environment.