Senior Client Solutions Analyst, Real Estate Banking - Montreal, QC

Requisition ID : 202780

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

Senior Client Solutions Analyst - Temporary (12 months)

Purpose :

Reporting to the Associate Director / Director, Real Estate Banking, this role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives while also ensuring all activities are conducted in compliance with governing regulations, internal policies and procedures.

The Senior Client Solutions Analyst provides the Associate Director and Director of REB with support needed to service client requirements and new asks.

This will include coordinating efforts with internal partners and directly reaching out to clients to address various activities such as collection / processing of financial reporting, diligence for credit needs and satisfaction of funding requirements.

The role is specific to servicing of the REB in Commercial Banking Distribution.

The Sr. Client Solutions Analyst will typically receive requests from the Senior Associate and Associate Director but may also at times be requested to support Directors & Head of REB and Vice Presidents in the Real Estate Commercial Banking group.

This role will interact primarily with the following internal partners such as Global Risk Management, the Business Service Center, Enhanced Due Diligence Unit CRA, Syndication Team and Global Banking and Markets, but could include other partners as well as the Commercial Banking Executive Office.

The Sr. Client Solutions Analyst will also interact with external parties such as Solicitors, Accountants, Professional Service Providers and External Bank various Groups including Syndication.

The Sr. Client Solutions Analyst continually works with clients providing service consistent with Scotia Service Standards, Complaint Resolution Standards and Procedures.

The Sr. Client Solutions Analyst looks for opportunities to promote the sale of bank product and services. The environment is fast paced and demanding and will at times require priorities be re-adjusted to accommodate urgent requests.

Accountabilities :

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Working closely with Director(s), this role is responsible for providing the following services to a portfolio of existing and prospective clients : Onboarding : Supporting the collection of information directly from clients and from various sources necessary to assess the client's risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc.

This includes contacting clients, sourcing internal / external sources / web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.

Client servicing escalations : Help resolve service related matters raised by the client directly to the Director, National Accounts.

This responsibility does not replace the servicing provided through the Business Service Center and is typically credit in nature or day to day servicing.

• Credit related tasks : (a)
30+ days ago