Service Support Officer, Private Banking - Montreal
ScotiabankMontreal, QC, CA30+ days ago
Salary
CA$45,000.00–CA$50,000.00 yearly
Job descriptionStrong PC and Keyboarding Skills, including Microsoft word and excel. Working knowledge of branch systems (i.e., FFT; Intralink; Salesbuilder; Salesforce; ; Workhub; ScotiaFX) High degree of flexibility to adapt to a wide variety of tasks and functions Ability to work independently and confidently within the authority and limits assigned Sensitivity to client needs and privacy Transactions are executed efficiently with a high degree of accuracy however always within compliance guidelines established by the Bank. Working knowledge of Scotia Service and Complaints Resolution Standards and Procedures. Fluency in English and French is required. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English because they will serve an English-speaking clientele. Ability to make a lasting impact on an assigned book of customers An inclusive culture where we value and recognize our employees’ contributions An organization committed to making a difference in our communities – for you and your customers
Is this role right for you?
In this role you will :
- Increase Client Satisfaction and loyalty through Service Excellence by : Provide consistently excellent client experiences and demonstrate ‘Our Service Promise’ by being best at the basics : Friendly, Willing to Assist, Efficient and Professional Providing exceptional service and support combined with innovative approaches to resolving Client’s and the Private Banking Team’s service issues while adhering to policy and procedures, Providing support to the PB Team with client concerns and complaints. Raise any client complaints to the PB Team that have been brought the Service Support Officers’ attention
- Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by : Adhering to cash, custody and security procedures and Bank policies at all times. Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients. Escalating fraudulent activities, unusual occurrences, issues / deficiencies / trends to your direct supervisor and / or Team Lead and / or AML and / or Branch Compliance Officer (BCO) and / or Chief Compliance Officers and / or applicable Shared Services Department as appropriate Adhere to compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines / processes and Guidelines for Business Conduct.
Do you have the skills that will enable you to success in this role? We'd love to work with you if you have :
What’s in it for you?