Personal Banking Associate Jobs

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Business development capabilities to assist with client relationship management and contribute to cross-sell activities

Strong time management skills and driven to achieve timelines and goals

Provide day to day account management support

Financial modelling skills and accounting knowledge

Assess credit requirements of existing and prospective clients; assist in the preparation of client marketing pitches and other presentations

Monitor and follow client compliance reporting requirements

Technical skills, experience, programs you can demonstrate experience in Microsoft Office programs such as MS Office, Excel, Power Point and Outlook.

Communication & Interpersonal Skills – Interact with a wide range of individuals in various situations with tact, diplomacy, and discretion.

Problem Solving - Organize the office of the MVP using independent judgment, discretion and diplomacy.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What You Need To Know

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Broader work or accountabilities may be assigned as needed. Qualifications:

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management

Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions

Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence

High School Diploma with over 1 year of relevant experience

Knowledge of banking solutions and processes to advise customers

Support to Relationship Management Team:

Exceptional academic performance, excellent quantitative skills

Strong verbal and written communication skills,

Bachelors Degree or higher with a major in Finance or related studies.

Familiarity and understanding of credit, capital markets, and derivatives.

A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management

Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions

Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence

High School Diploma with over 1 year of relevant experience

Knowledge of banking solutions and processes to advise customers

A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management

Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions

Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence

High School Diploma with over 1 year of relevant experience

Knowledge of banking solutions and processes to advise customers

A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management

Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions

Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence

High School Diploma with over 1 year of relevant experience

Knowledge of banking solutions and processes to advise customers

Talent development - Lead and develop a highly skilled progressive accounting team including oversight of an offshore managed service team.

Deliver on purpose - Affect teamwork across finance and cross-functional teams with CIBC purpose focus and behaviours

You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

Relationship building - Establish strong relationships and deliver on PBB & Simplii LOB business decision support, accounting guidance, investigative analysis.

Control focused - Ensure compliance with accounting standards and effective financial process controls.

Demonstrated sales management experience and the ability to market Scotiabank

Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

A minimum two years of related experience selling investment and credit products

The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers

A competitive compensation and benefits package customized for Retail Banking

Be passionate about financial sales as well as delivering trusted financial advice to customers

A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management

Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions

Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence

High School Diploma with over 1 year of relevant experience

Knowledge of banking solutions and processes to advise customers

Attention to detail and time management

Conduct internal and external research of Digital Document Identification & Validation capabilities

MS PowerPoint & presentation skills

Further build the road map and project plan for the future project which could be utilized should Funding be secured

Currently enrolled in a post-secondary program for the 2023/202 school year with a Business focus

Ability to effectively collaborate with others in a fast-paced environment

Demonstrated sales management experience and the ability to market Scotiabank

Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing customers

A minimum two years of related experience selling investment and credit products

The ability to build strong relationships focused on providing a great client experience and growing relationships with existing customers

A competitive compensation and benefits package customized for Retail Banking

Be passionate about financial sales as well as delivering trusted financial advice to customers

Currently enrolled at a post-secondary institution with an interest in Financial Services and Product Management

Strong verbal and non-verbal communication skills, including experience in creating PowerPoint presentations for senior audiences

Use various data sources to research, identify opportunities, calculate benefits, and make recommendations

Utilize Excel to manage data, support reporting and/or identify new opportunities

Strong critical thinking, analytical skills and a passion for solving ambiguous and complex business issues

Business knowledge - revenue & cost drivers

Develop and present billing reconciliation reporting to team leadership at monthly management oversight meeting

Attention to detail and time management

Strong written/oral communication skills to develop and convey thoughtful and insightful explanations

Support the product team with the development, optimization and distribution of portfolio performance reporting to clients (OEMs)

Contribute to the achievement of subvention billing KPIs by reviewing, investigating and reconciling OEM invoices

Support the product team with product ideas, policy maintenance, escalations and risk mitigation activities