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Client Services Officer, Roynat Capital (Montreal)

Montreal, QC
Full Time
Requisition ID: 138763
Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.
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 Client Service Associate "CSA" provides the Client Relationship Managers 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 resolution of escalated client challenges, collection/processing of financial reporting, satisfaction of funding requirements and onboarding needs. The role is specific to servicing of the Growth Segment in Commercial Banking Distribution.

What the role consists of:
  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Working closely with Client Relationship Managers, the CSA 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 Client Relationship Manager. 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) Contact clients for financial reporting and spread Financial Statements, Projections and Borrowing bases, review results, escalate any signs of deterioration and update appropriate systems; (b) commence preparation of Credit Presentations; (c) assist with completion of conditions precedent, diligence and any other requirements necessary to obtain approvals (d) ensure client files are complete and appropriately documented in various systems (eg. SDR, e-tracker etc.) and (e) general support as necessary in the annual review process and other credit related situations needed to maintain portfolio quality.
    • Fulfilment:Coordinating efforts with the client and various internal partners (eg. BSC, EDDU, CRA, GBM) to ensure loan funding and business account openings are fulfilled as per customer expectations.
  • Champions a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vision/values/business strategy and managing succession and development planning for the team.
Role dimensions :
  • The CSA will be responsible for supporting approximately 2-4 Client Relationship Managers in the Growth segments of Commercial Banking Distribution.
  • The clients being serviced are in Canada and generally within the same region although they could have operations across the country as well as in international locations. These clients will be both borrowing (under $5MM) and non-borrowing. Borrowing Clients typically have standard to moderately complex financial solutions.
  • Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.
  • The CSA will typically receive requests from the Client Relationship Managers but may also at times be requested to support Directors and Vice Presidents in the Commercial Banking group.
  • The CSA will interact primarily with the following partners: Global Risk Management, the Business Service Center, Enhanced Due Diligence Unit CRA and Global Banking and Markets, but could include other partners as well as the Commercial Banking Executive Office.
  • The CSA will also interact with external parties such as Solicitors, Accountants, Professional Service Providers
  • The CSA continually works with clients providing service consistent with Scotia Service Standards, Complaint Resolution Standards and Procedures. The CSA looks for opportunities to promote the sale of bank product and services.

What you bring to the role:
  • College/University degree or equivalent work experience
  • Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner
  • Strong organizational skills to co-ordinate and prioritize a number of concurrent requests from different Relationship Managers
  • Strong interpersonal skills to obtain agreements within Commercial Banking and partners
  • Working knowledge of Financial Statements and credit analysis
  • Working knowledge of credit structures and applicable risk management
  • Working knowledge of the features and benefits of Commercial products and services
  • Working knowledge of Microsoft Office applications
  • Strong commitment to accuracy, customer focus and results focus
  • Bilingualism in French and English is a requirement for the position

Working Conditions
  • Work in a standard office-based environment; non-standard hours are a common occurrence. No travel
Location(s): Canada : Quebec : Montreal
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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

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