Sr. Client Service Assoc., National Accounts, Commercial Agriculture Banking Temporary

Title:

Sr. Client Service Assoc., National Accounts, Commercial Agriculture Banking - Abbotsford-Temporary

Requisition

16 month Temporary/Contract Assignment.

Contributes to the overall success of the Agriculture Commercial Bank in Canada, ensuring specific individual goals, plans, and initiatives are executed and 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 Sr. Client Service Associate (Sr. CSA) provides the Agriculture Sr. Client Relationship Managers with the support needed to service client requirements and new asks. This includes 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 the Agriculture Commercial Banking Distribution.

• Champions a customer-focused culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
• Works closely with Sr. Client Relationship Managers to provide the following services to a portfolio of existing and prospective clients:
• Onboarding: Supports 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/websites, 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: Helps resolve service-related matters raised by the client directly to the Sr. 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) Contacts clients for financial reporting and spreads Financial Statements, Projections, and Borrowing bases, reviews results, escalates any signs of deterioration and updates appropriate systems; (b) Commences preparation of Credit Presentations; (c) Assists with completion of conditions precedent, diligence, and any other requirements necessary to obtain approvals; (d) Ensures client files are complete and appropriately documented in various systems (e.g., SDR, e-tracker, etc.);
  
  and (e) Provides general support as necessary in the annual review process and other credit-related situations needed to maintain portfolio quality.
• Fulfilment: Coordinates efforts with the client and various internal partners (e.g., BSC, EDDU, CRA, GBM) to ensure loan funding and business account openings are fulfilled as per customer expectations.
• Provides status information on the progress of various fulfilment, KYC, AML onboarding, and service requests and ensures bottlenecks or delays are promptly escalated with a plan to resolve.
• Looks for opportunities to enhance client needs by providing Sr. Client Relationship Managers with referrals for ancillary products and other partner opportunities. Also provides suggestions to continually improve processes which may include actioning feedback received directly from clients or through client satisfaction vehicles such as the Pulse.
• Understands how the bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Guidelines for Business Conduct.
• Champions a high-performance environment…