Client Services Officer Roynat

Scotiabank
CA - British Columbia - Vernon
July 1, 2024
Management

Requisition ID:
201781

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

The Analyst contributes to the overall success of the Roynat Capital sales force, is responsible for providing efficient and quality support to a small team of credit / business development professionals in our boutique office environment. Although administrative in nature, this position offers a high level of client interfacing opportunities with lawyers and accountants while effectively managing client portfolios.

Applicants with a proven record in accounting or possess a financial analysis background are of front-runners for this role that offers promising career advancement.

Is this role right for you?

Prepare applications for financing summaries including all forms and initial financial information and, obtaining credit reports and supplier contacts.
Oversee client portfolio management process by reviewing and obtaining sign-offs, gathering supporting documentation including property taxes, appraisals, environmental certificates and financial statements, and ensure all client correspondence and sundry files are up to date.
Analyze financial data to identify trends and changes in revenue streams, issue reports, reports and conduct due diligence research as needed.
Prepare correspondence for a wide range of communications and accompany senior team members on client visits.
Maintain excellent business relationships with stakeholders by responding to application inquiries, greeting visitors, and booking appointments as required.
Assist in planning and orchestrating business development events.
Other duties as assigned by department personnel.

Do you have the skills that will enable you to succeed in this role?

Successful completion of a university program with a focus on commerce and/or accounting.
1+ year experience working in a financial accounting or loan processing / credit adjudication environment
Competent in MS Office, capacity to learn new technologies/systems
Ability to work independently, respond to difficult client situations and maintain a high level of professionalism
Excellent communication skills in both English and French is required (spoken and written).

What's in it for you?

The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
A rewarding career path with diverse opportunities for professional development
A competitive compensation and benefits package
Internal training to support your career growth and enhance your skills
An organization committed to making a difference in our communities - for you and our customers

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English, in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele.

Location(s):
Canada :
Quebec :
Montreal || Canada :
Quebec :
Brossard

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.

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Read the full job description and apply online on the recuiter's web-site

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