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mergers and acquisitions associate
Title posted on CareerBeacon - Partnership Associate, Scotia iTRADE - British Columbia
Posted on December 06, 2024 by Employer details Scotiabank
Job details
Requisition ID: 209723Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Scotia iTRADE Partnership Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team's business strategies and objectives. The associate ensures all conducted activities are in compliance with governing regulations, internal policies and procedures. As a member of Scotia iTRADE's Sales and Partnerships Team, you are responsible for providing a white glove onboarding an assigned list of high value client leads via telephone or email that contribute to overall business growth success. You are also required to support partnership initiatives that increase engagement and deepen relationships with our High Net Worth clients. Your primary accountabilities include acquisition of new online brokerage accounts, delivering exceptional client onboarding for high value clients for partner referrals and supporting all targeted campaign sales efforts to increase business growth. Accountabilities Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions Pursue effective and efficient operations of your respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, Guidelines for Business Conduct and Global Sales Principles Champion and contribute to a high performance and inclusive environment Building Strategic Relationships: Work closely with the National Consultants to execute client acquisition and engagement strategies that will deepen client relationships across the bank Develop and implement structured outbound calling strategies according to agreed upon growth objectives Initiate sales opportunities by supplementing business development sales activities during high demand periods and campaigns, act as a product line expert to clients and internal partners Contribute to the implementation of Scotia iTRADE education and marketing strategies (under the direction of the Senior Manager, Sales, and Partnerships) to maximize opportunities for business growth. Customer Focus / Results Focus: Be an expert in onboarding iTRADE clients by adopting a consultative approach while having targeted conversations about the products, services and associated offers that are relevant to the client Handle sales and service inquiries for High Value clients including complex accounts (e.g. Corporate and trust accounts) to deliver exceptional client experiences via telephone and email Deliver education as needed through meeting, events, webinars, and presentations (clients and internal and external partners) Take full responsibility for all client inquiries, concerns and complaints directed to them by resolving matters within their discretion to the client's satisfaction as set out in the Bank's Complaint Resolution Standards and Procedures Achieve sales targets, uncover client needs and provide solutions selected assigned clients. Implement the Customer Experience Model and adhere to Global Sales Principles during client interactions. Communication: Support driving brand awareness and prospecting through client education and training initiatives Develop and maintain an awareness of competitors' products, services, and marketing initiatives; and be able to articulate how Scotia iTRADE products/services provide superior value Process client requests (inquiries, transactions, onboarding) in- LocationVancouver, BC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2122496
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