Scotia Careers – Client Solutions Advisor

Website Scotiabank

Job Description:

The Client Solutions Advisor (CSA) focuses on expanding customer relationships from new and existing clients originating from indirect distribution channels in their assigned market area.

Job Responsibilities:

  • Achieving objectives relating to sales results, effective customer hand-off, and adherence to compliance for products delivered and services offered;
  • Developing and maintaining a relationship of mutual trust and confidence with customers, Mortgage Brokers, and key Scotiabank partners including Home Financing Advisors (HFAs), Broker Relationship Managers (BRMs), Home Financing Lending Managers (HFLMs) and other branch employees.
  • Growing primary banking relationships by presenting the features and benefits of relevant products to individual customers acquired from Indirect Mortgage channels (Scotia Mortgage Authority and Home Financing Solutions);
  • Effectively facilitating a hand-off of the newly developed customer relationship to an appropriate Branch Financial Advisor, and ensuring relationship building actions are taken within a prescribed period of time to enable further deepening of the customer relationship;
  • Deepening primary banking relationships by proactively contacting customers acquired from an outbound contact program targeting other indirect-sourced customers, single service customers or other undeveloped customer relationships (as directed by the Senior Manager, Client Solutions);
  • Ensuring an excellent customer experience is delivered by leveraging outstanding sales and customer service skills;

Job Requirements:

  • Thorough knowledge of negotiating and sales techniques;
  • Working knowledge of Scotiabank‚Äôs mortgage acquisition strategy and importance of channel alignment and integration;
  • Working knowledge of mortgage broker industry.
  • Knowledge of regulatory compliance;
  • Knowledge of competitor offerings;
  • Thorough knowledge of applicable branch systems (Intralink, Sales Builder, etc);

Qualification & Experience:

  • Thorough knowledge of bank products and current offerings;

Job Details:

Company: Scotiabank

Vacancy Type: Full Time

Job Location: Markham, CA

Application Deadline: N/A

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