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As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.

Our Customer Experience Associates are people-centric and  connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

• Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
• Processing day to day transactions
• Nurturing rich, long-standing relationships
• Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
• Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs

Is this role right for you?  In this role you will:

• Build strong customer relationships and deliver excellent customer service
• Uncover and solve customers’ needs
• Explain complicated concepts simply
• Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
• Demonstrate an eagerness to learn and determination to succeed

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:

• Have proven customer service skills through work or community involvement
• Are willing to assist in a professional, friendly and efficient manner
• Are available to work a flexible schedule
• Are comfortable in simple sales situations
• Have strong technical skills and the ability to promote digital and self-service banking options to our customers

What’s in it for you?

• The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your career growth and enhance your skills
• An organization committed to making a difference in our communities – for you and our customers
• You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• A competitive compensation and benefits package

As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers.

Is this role right for you? In this role you will:

• Process documentation requests and input transaction requests as directed by Financial Consultants
• Partner with Financial Consultants and Portfolio Managers in booking client meetings
• Respond effectively to all inquiries from current and prospective clients concerning MD products and services
• Respond to last minute requests from Financial Consultants during client meetings
• Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
• Provide support and participate in the research and resolution of client issues
• Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings
• Prepare and process new account documentation as required 
• Update the database for all client contact, ensuring that all client information & notes are recorded correctly
• Maintain monthly compliance related tasks as required
• Liaise with accountants and third parties as required
• Prepare business correspondence to clients and third parties
• Participate in projects as required
• Provide reception coverage and general office duties

The Must Haves:

• Community college diploma in Business Administration or equivalent
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
• Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
• Working knowledge of CRM2 
• Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assets

 
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• A dedication to client service
• Strong organizational skills
• Strong attention to detail and follow-through skills
• Excellent verbal and written communication skills
• Initiative and are resourceful
• An ability to work independently or effectively within a team
• An ability to manage multiple priorities in a fast- paced environment
• An ability to effectively manage change
• A focus on achieving results  

Location(s):  Canada : Alberta : Edmonton || Canada : Alberta : Calgary || Canada : British Columbia : North Vancouver || Canada : British Columbia : Victoria || Canada : Manitoba : Winnipeg

Posting End Date:

January 21, 2025

As a member of the Enterprise Marketing and Risk Management (MRM) team, the Business Relationship Specialist is a trusted resource to the business and serves as the face of Marketing Risk Management, proactively managing and developing business and customer relationships for complex business priorities and plans.

What you will do:

Business Relationship Specialist Activities:

• Partner with the business to capture and document ideas, enhancements, or defects and ensures that MRM has a deep understanding of business needs and objectives.

• This position will also perform a dual role as a Demand Analyst; working with MRM stakeholders to define, document, and validate the requirements to support business objectives.

• Work directly with business stakeholders to identify and understand service requirements, mapping them to standard services where possible.

• Report on satisfaction levels to Service Owners; develop and track plans to consistently improve them.

• Ensure that development teams are transitioning completed work successfully into production following operational standards and processes.

• Document operational standards and processes.

Demand Analyst Activities:

• This position takes ownership of business demand, understands the overall vision, value proposition, comprehends, and desired outcome behind the demand, and assesses prioritization or incoming demand in accordance with the Business Partner requirements.

• Support the ongoing analysis to modernize and simplify the MRM applications and technology portfolio.

• Communicate with other MRM Business Partners, and where appropriate, the demand originator to translate demand into executable service strategies, plans and forecasts; understands the desired business outcome and its value proposition.

• Take ownership of information management demand and has the authority to determine its value and urgency.

• Write concise and effective specifications for demand items, engaging other business analysts or SMEs to deliver work packages in the form as required by the project, defect, or enhancement.

• Works with the business partners to ensure all client demand is addressed in the broader context of all client delivery.

Who you are:

• You have a post-secondary degree in a related field, e.g., MBA, Computer Science, Engineering or equivalent.

• 7+ years of progressive experience in IT processes, business management, and/or project/portfolio management.

• Practical experience in theories, principles, and operational practices in the areas of IT, Commodity Marketing and/or Risk Management.

• Broad range of experience in IT project planning, process analysis, systems analysis, demand analysis, technical analysis, systems implementation, and operations.

• Experience identifying issues and solutions in forecasting, acquiring, managing, and deploying resources.

• Direct experience working in one or more of the business areas in focus (i.e. Commodity or Financial Derivative Marketing, Risk Control, or Marketing Accounting).    

• Experience in supporting an enterprise level system (e.g. common system used by more than a single client group).

• Demonstrated working business knowledge of Commodity and/or Financial Derivative Marketing and/or Risk Management industry concepts: Profit & Loss, WACOG (Weighted Average Cost of Goods), MtM (Marked-to-Market), Delta, VaR (Value at Risk), Market Pricing, etc.

PREFERRED

Experience providing application support for one or more of the following systems: Openlink Endur/Findur, Openlink RightAngle, Egistix Oil, Entero and Kyriba

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking,  As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Must be able to work all business hours

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry
• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

2640 52 ST NE:CALGARY

CALGARY

Canada

37.5

Regular

Salaried

2025-01-14

2025-01-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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