Requisition
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Contributes to the overall success of the District Office, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies and procedures.
The Client Services Officer is responsible for providing efficient and high-quality support to a team of Relationship Managers in the District Office environment. The incumbent provides administrative support on the day-to-day operations of the office. He/she supports Relationship Managers on new and existing deals by spreading financial statements, populating some components of the credit application*, preparing documents related to the deal, etc.
A high degree of professionalism is required as the CSO has frequent contact with clients, prospects, COI’s, lawyers, accountants, Roynat Executive Office and other Scotiabank partners.
Accountabilities:
Contributing to the completion of credit applications by the Relationship Manager including forms, initial financial information, obtaining credit reports and supplier contacts Contributing to client portfolio management by reviewing and obtaining required authorizations, gathering supporting documentation including property taxes, appraisals, insurance, environmental certificates and financial statements, and ensuring all client correspondence and sundry files are up to date Spreading financial statement data and where possible, providing basic analysis to identify trends and changes in revenue streams Completing reports, and conducting due diligence research as needed Assisting with and/or completing Amendments, Reviews, etc Ensuring requirements and any contingent conditions, such as Know Your Customer (KYC), have been satisfied before facilitating the disbursement process Resolving any client inquiries and/or escalating them to the appropriate Relationship Manager as required.
Preparing accurate and professional correspondence for a wide range of communications;
Accompanying Relationship Managers and the District Director on client visits as required;
Maintaining excellent business relationships with stakeholders by responding to application inquiries, greeting visitors, and booking appointments as required, this includes Scotiabank partners, Lawyers, Accountants and other Centres of Influence (COIs) Accurately completing and submitting reports and requests for information Ensuring all correspondence is filed in accordance with Roynat’s guidelines (i.e. shared drives, client files)
Assisting with planning and organizing of business development / client appreciation events Coordinating event logistics which may include: identifying and liaising with the venue, coordinating venue logistics (i.e. AV, meals, signage, etc.), working with Marketing to create invitations, maintaining attendee and RSVP lists, ordering any Roynat branded merchandise, being the main point of contact onsite, etc Ensuring the event stays within budget and any out-of-budget items are properly authorized Liaising with the Marketing team in Executive Office for support with branding, invitations, signage, etc Ensuring any issues/problems are resolved effectively and/or escalating them to the District Director/District Manager as appropriate.
Providing feedback to the District Director/District Manager on operational processes which could be tightened…
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