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Client Service Officer
Location:
Ottawa
Description:
Requisition ID: 183892 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Service Officer is responsible for contributing to the Private Banking unit’s overall success by providing superior service and administrative support to the Private Banking Sales Team. The incumbent possesses a thorough knowledge of the Bank’s commercial and retail products and services and the primary focus is to assist with private banking client transactions, documentation, monitoring, compliance and ensuring established requirements are met to mitigate risk for the Bank. Key Accountabilities: 1. Provide superior service and support to the Private Banking Unit by: Developing and maintaining a thorough knowledge and understanding of the Bank’s Commercial and Retail Banking products and services in order to be positioned to meet Client’s ongoing needs; Responding promptly and effectively to requests, concerns and complaints from clients, PB Sales Officers, PB Manager and Manager Client Service; Providing a high degree of service and support combined with innovative approaches to resolving Private Banking Client, Sales Officers, Centre or service issues while maintaining an overall low risk profile for the Bank; Taking full responsibility for all Client inquiries/concerns/complaints directed to him/her resolving those matters within their discretion to the client’s satisfaction or by referring the client to the appropriate source, as set our in the Bank’s Complaint Resolution Standards and Procedures; Assisting PB Sales Officers in closing their sales by preparing documentation packages and performing accurate, complete and timely product set-ups for commercial and retail products, including retail credit product set-ups in the Term Lending System (TLS) as well as investment product set-ups in Investment Platform (IP); Assisting PB Sales Officers with preparation work for Annual Reviews. 2. Assist in ensuring. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 23 on ListedBuy
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Client Service Officer is a Other Art & Media Jobs Client Service Officer Job at Scotiabank located in United States. Find other listings like Client Service Officer by searching Oodle for Other Art & Media Jobs Client Service Officer Jobs.
Client Service Officer is a Other Art & Media Jobs Client Service Officer Job at Scotiabank located in United States. Find other listings like Client Service Officer by searching Oodle for Other Art & Media Jobs Client Service Officer Jobs.