Overview
Signature Banker Jobs in Vancouver, Canada at Scotiabank
Requisition . Join a purpose driven winning team committed to results in an inclusive high‑performing culture. Contributes to the overall success of the Signature Banking Business in Canada by ensuring specific team and individual goals, plans, and initiatives are executed to support the team’s business strategies and objectives. Ensures all activities comply with governing regulations, internal policies, and procedures. The Signature Banker delivers exceptional personal service and is responsible for day‑to‑day management of banking and lending solutions, identifying opportunities that meet clients’ immediate and future financial needs, and deepening client relationships.
Is
this role right for you? In this role you will:
Consistently deliver the highest level of service and advice during all client interactions by:
- Demonstrating a passion for engaging with professional clients, delivering exceptional client experiences, and making a significant impact in the lives of our clients
- Developing a full knowledge and understanding of Bank products, services, processes, and policies
- Maintaining an acute focus on responding quickly and resourcefully to client requests, ensuring first time right, speed, and ease
Contribute to the management of client relationships, providing a full range of customized financial solutions by:
- Understanding the client’s financial goals and preferences, analyzing their needs, and recommending the appropriate solutions
- Providing end‑to‑end ownership over advice‑based solutions including account opening, investments, credit cards, lines of credit, and mortgages
- Identifying opportunities to expand existing relationships and making referrals to Scotia Wealth Management partners in response to changes in client needs and preferences
Support the assigned portfolio of less complex credits by
- Participating in a thorough evaluation of the client’s banking and borrowing needs and strategies
- Exercising sound judgement and financial analysis when granting loans within authorized limits
- Administering total wealth product solutions, including online loans and Signature Banking overdraft facilities
- Monitoring financial status and proactively identifying unfavorable trends, escalating as required
Minimize the bank’s exposure to risk by
- Staying current on retail lending compliance, regulatory compliance, and custody requirements and changes
- Adhering to compliance with regulatory activities and guidance over occupational health & safety
- Ensuring strict adherence to bank security procedures, including retail lending policies and processes, assigned authorities and limits
- Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to direct supervisor, team lead, AML, branch compliance officer, chief compliance officers, or applicable shared services department as appropriate
- Understanding how the bank’s risk appetite and culture should be considered in day‑to‑day activities and decisions
- Adhering to regulatory activities and guidance as part of the sales process, including privacy, anti‑money laundering, anti‑terrorist financing, FCAC, KYC, CDIC, MFDA rules, SSI guidelines, and business conduct guidelines
- Championing a high‑performance environment and contributing to an inclusive work environment
Skills
- At least 3 years of business or retail banking experience dealing with professional clients
- Experienced banker with exceptional interpersonal, leadership, and business development skills
- Industry courses (e.g. CSC, PFP, CFP) considered an asset
Location:
Canada – British Columbia – Kelowna
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 during the recruitment and selection process, please let our recruitment team know. 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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Title: Signature Banker
Company: Scotiabank
Location: Vancouver, Canada
Category:
