Personal Banking Officer Jobs

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

Attention to detail, organization, ability to multitask and time management is critical

Participate in meetings to gather and document business requirements

Excellent MS Office Skill – i.e. PowerPoint, Excel

Ability to learn and absorb new concepts (in business and in systems) quickly and apply new knowledge

Strong analytical, communication and presentation skills

Exceptional problem-solving skills and ability to conceptualize strategy

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

Organization and Communication - Manage daily administrative requirements aligned to ad-hoc and planned deliverables. Ability to gather, organize and interpret data

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.

Duration of term: 4 or 8 month opportunities available for Fall 2023 (September - December)

Problem solving & critical thinking - ability to solve complex business problems and make informed recommendations

Adaptability - ability to thrive in rapidly changing business environment

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.

Good interaction with the team within Commercial Banking, Service Delivery, Case Management and across the wider Bank

Ensure clarity and accuracy when conveying information to management

Motivated to develop skills and capabilities

Solid organizational skills, independently prioritizing and coordinating responsibilities in a busy, sales and service environment.

Liaise and work with Commercial Banking team(s) to ensure best possible experience and outcomes for customers, employees and the Bank

Complete other responsibilities, as assigned.

Presentation skills with a knowledge of Microsoft suite of applications

Opportunity to develop new skills and knowledge within Canadian Banking Operations

Opportunity to take on progressively greater accountabilities

Identify supplier categories for Cyber, Data and IT risk

Compiling and analyzing data related to third party Cyber threats

Validate quality of data gathered

Interest in marketing, product management, sales, finance, pricing and risk management

Strong project management skills with financial acumen and the ability to business case ideas

Excellent interpersonal and communication skills with the ability to work collaboratively, maintain stakeholder relationships and manage conflict

Key Responsibilities of the team:

Take an analytical approach to deliver on KPI objectives and achieve results across acquisition, growth and retention programs

Business case and lead the onboarding for new programs, channels and strategies

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.

Duration of term: Fall 2023 (September - December). 4 or 8 month opportunities available

You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.

What You Need To Know

Help manage the Bank’s overall legal risk position by ensuring that contracts reflect best practice and legal requirements

Contribute to achievement of corporate goals by ensuring compliance with legal and regulatory requirements

Interact with various departments within the Bank in connection with advice and legal documentary requirements

Ensure contracts contain requisite protections and meet regulatory requirements

Advise on legal requirements applicable to new products

Draft documentation, and amend existing documentation, to support changes in processes and/or enhancements by business managers

Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business

Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

Drive and self-motivation, as well as excellent communication skills and emotional intelligence

Please ensure that you meet these eligibility requirements before applying

Proactively take ownership of resolving and preventing client banking problems

Cultivate and maintain relationships with partners to work as one RBC team

Working knowledge of the roles and responsibilities of the CBCC; RBSC; Global Operations

Delivering the desired Client Experience by consistently applying the Service basics **during all Client/ PB team interactions.

Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.

Demonstrating respect and knowledge in interactions with the APB/Banker

Strong PC and Keyboarding Skills, including Microsoft word and excel.

Working knowledge of branch systems (i.e., FFT; Intralink; Salesbuilder; Salesforce; me@scotiabank; Workhub; ScotiaFX)

Identifies and escalates all irregularities and discrepancies to management.

Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.

Broader work or accountabilities may be assigned as needed.

Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.

Basic knowledge of the Lending Process and supporting policies.

Basic knowledge of loan and security documentation, including registration and renewal routine.

Use CA-PPM to manage funding

5+ years of experience working on a project with multiple initiatives

5+ years of experience as a business analyst or project control officer

2-3 years of experience in developing business artifacts in budget planning (business case, project charter, change request, rate log)

3+ years of experience in an Agile environment

Experience with JIRA, Confluence, MS Office

Identifies and escalates all irregularities and discrepancies to management.

Broader work or accountabilities may be assigned as needed.

Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.

Basic knowledge of the Lending Process and supporting policies.

Basic knowledge of loan and security documentation, including registration and renewal routine.

Verbal & written communication skills - Good.

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

Experience in all/most facets of project lifecycle; strong comprehension of project management

Conduct functional reviews with stakeholders, gather requirements, document business requirements and create process maps of current and future state

Create or lead the development of detailed level process maps to facilitate requirements gathering, gap analysis and for training use

Identify issues and escalates/manages resolution as required

What program/technology/software knowledge is essential for this role?

Strong relationship and time management skills

Must be able to operate effectively within a fast-paced environment with tight time frames which are closely scrutinized by Senior/Executive Management

Ensure customer satisfaction; must be well versed in product knowledge and features as well as policies and procedures

Minimum of 2 years’ proven financial services operations experience

Strong computer skills; ability to work independently on assigned tasks

Product knowledge of Deposit & Registered products would be an asset

Medical and dental benefits once qualified

2+ years of banking experience is required

Tech savvy - comfortable setting up computer, some technical knowledge (ability to navigate comfortably on the computer)

Job type: Temporary | Full-time

Paid weekly accurate and on time

Strong health and safety programs

Experience in all/most facets of project lifecycle; strong comprehension of project management methodologies; genuine commitment to project environment and discipline

Lead detailed requirement phases by identifying, tracking, escalating and/or resolving business systems issues

Conduct functional reviews with stakeholders, gather requirements, document business requirements and create process maps of current and future state

Create or lead the development of detailed level process maps to facilitate requirements gathering, gap analysis and for training use

Identify issues and escalates/manages resolution as required

10+ years experience as a Business Analyst

Medical and dental benefits once qualified

2+ years of banking experience is required

Tech savvy - comfortable setting up computer, some technical knowledge (ability to navigate comfortably on the computer)

Job type: Temporary | Full-time

Paid weekly accurate and on time

Strong health and safety programs