Overview
Associate Private Banker Jobs in Winnipeg – Manitoba at Scotiabank
Title: Associate Private Banker
Company: Scotiabank
Location: Winnipeg – Manitoba
Category: Finance & Banking
Requisition
Join a
purpose driven
winning team, committed to results, in an
inclusive
and high-performing culture. What you will be doing:
We are looking for an Associate Private Banker with passion for providing customer
service excellence
.
You will
contribute to developing relationships through sound advice and administration of assigned accounts, delivering exceptional personal service. Responsible for day-to-day management of retail and small business solutions and deepening client relationships. Is this role right for you:
Assist in the effective management of client relationships and provide the highest quality customer service Be a subject matter expert developing a full knowledge and understanding of Bank products and services, and an awareness of competitor products and services Assist in client onboarding and recommending retail solutions Be alert for opportunities to expand existing client and prospect relationships Participate in credit management of the units portfolio and manage a designated portfolio of less complex credits Assist in supporting effective operation of the Private Banking Unit complying with regulatory requirements as part of the service process Do you have the skills to enable you to be successful in this role?
We would love to work with you if you have:
Thorough knowledge of Retail Bank products, systems and services as well as a detailed understanding of commercial and retail credit principles A good understanding of tax, estate and financial planning and investment vehicles
Ability to
identify client needs and provide tailored recommendations Customer centricity & passion to make a significant impact on the lives of our customers and our communities
Ability to
engage comfortably with affluent and influential clientele in both a business and social context, demonstrating an ability to display a high degree of poise and
professionalism
at all times University or community college degree
Willingness to
go above & beyond and exceed customers expectations Consultative
customer engagement
style with the ability to build trust
Ability to
balance multiple and often conflicting priorities Desire to work in a
dynamic
fast paced environment Achievement of the financial planning proficiency standard in the province in which you work, unless working in Quebec. Associate Private Banker working in Quebec is required to have completed the ICB Diploma in Personal Finance. What’s in it for you? An
inclusive
and
collaborative
working environment in a high performing team that encourages curiosity, creative thinking and celebrates success.
Opportunity to make a significant impact to the customer & team, while developing your business & relationship management skills to continue a rewarding path in Private Banking Gain technical, practical & specialised knowledge learning from successful private bankers & leaders Be a part of and contribute to a winning team Location(s):
Canada :
Manitoba :
Winnipeg 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 bankin…
