Associate, Treasury Management Office, Global Transaction Banking; English​/Spanish

Associate, Treasury Management Office, Global Transaction Banking(English/Spanish)

Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us.

As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. Boasting a unique global footprint, GTB’s comprehensive suite of innovative banking solutions help our business clients generate operational efficiencies, streamline and simplify payments, improve working capital performance, and mitigate financial risk.

At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB is a fast-growing team with a focus on the Americas, particularly Canada, the U.S., and Mexico, and we are seeking top tier talent to complement our organization.

• Develop profitable new business with a focus on the Bank's Corporate customers.
• Maintain and grow existing business consistent with short- and long-range Bank objectives.
• Achieve individual sales and/or portfolio growth targets for deposits and fee revenues.
• Refer business to other Scotiabank partners

• Develop profitable new business from assigned accounts and prospects to reach pre-established annual sales targets.
• Promote referrals to other parts of the Scotiabank Group.
• Provide and maintain a high level of customer service and satisfaction.
• Joint client calling with Associate Director and Director to gain additional sales and client management experience.
• Resolve service and related issues for our complex high valued corporate clients for cash management, payment/collection, investment products, information reporting and investment, Online banking etc. by:
  Acting as first point of contact for all treasury and cash management service-related calls, demonstrating expected service standards during all interactions.
• Demonstrating a sense of urgency as appropriate to the situation
• Understanding, documenting, and providing recommendations for resolution of service issues identified/communicated by the client.
• Managing the issue resolution process in terms of responsible parties and resolution timeframe
• Escalating to management those issues that are not resolved in a timely manner.
• Monitoring the issue resolution progress ensuring SLAs are met and fall within the client’s expectations.
• Follow up with clients to ensure client satisfaction with the service received.
• Manage a portfolio of clients with service issues by:
  Prioritizing issue resolution in terms of the clients’ operational dependency while considering the client’s relationship with Scotiabank.
• Ensuring any high impact service issues are escalated for guidance and to ensure they are well apprised of all contentious issues.
• Provide the Client Relationship Management Team including GTB Sales, International Banking timely updates on their clients’ issues and resolution progress.
• Assist assigned sales team in developing profitable new business from their assigned accounts and prospects by:
  Assisting in the preparation of timely client presentations and proposals in conjunction with the proposal writing team and Managers/Senior Managers, customizing the Bank’s standard formats to meet client’s unique needs.
• Provide and maintain a high level of customer service and satisfaction by:
  Ensuring all documentation is processed accurately and in a timely fashion.
• Ensuring high service standards are maintained and client expectations are met or exceeded.
• Assist in developing strategies to maintain client relationships that are being threatened by the competition.
• Ensuring that the Bank’s interests are always protected by strictly adhering to risk management and compliance programs, internal and regulatory guidelines, including Know Your Customer, Anti Money Laundering etc.
• Identify potential product enhancements and provide feedback to appropriate GTB product managers, drawing on past client issues and complaints.

• Bachelor's degree in Finance, Business Administration, or related…