Job Description
Full job description
Requisition ID: 229523
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Sr. Client Solutions Analyst “Sr. CSA” provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.
He/she assists Relationship Managers with annual reviews, new applications and amendments and ensures that required reports are received and analyzed in accordance with conditions of the loan commitment.
The Sr. CSA reviews all new credits for prefunding conditions, reporting requirements and sets up files and diary system for new and existing credit facilities.
He/she coordinates the completion of all documents required for Global Transaction Banking products and services (i.e. current accounts, RDC, KYC documentation); prepares Cash Secured LC annual reviews, as well as the required Client Net, RA (Pre-Post), and CL if required. Also prepares Client Reference Letters and Discharge Comfort Letters. Follows up and rectifies security defects on BSC Defect List.
Is this role right for you? In this role, you will:
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Working closely with Director and Associate Director, the Senior Client Solutions Analyst is responsible for providing a variety of services to a portfolio of existing and prospective clients.
New Clients or New Projects: Supporting the collection of information directly from clients and from various sources necessary to assess the client’s risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.
New Credit: this would include a variety of task including preparing credit file and ensure all documents filed, funding checklist/advance documentation/draw requests, liaison with solicitors for legal docs, etc. More detailed responsibilities would be included in the official Job Description.
Look for opportunities to make suggestions to continually improve processes and client satisfaction metrics. This may include actioning feedback received directly from clients or through client satisfaction vehicles such as The Pulse.
Champion and support a culture of diversity and other initiatives aligned with the Bank strategy.
Report into the Director and Group Lead, REB.
Do you have the skills that will enable you to succeed in this role?
Have proven experience supporting approximately two to three Directors, in Real Estate Banking, Canadian Commercial Banking.
Worked with clients that borrowing (over $25MM) and non-borrowing. Borrowing Clients typically have complex to sophisticated financial solutions.
Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.
Strong knowledge of Financial Statements and credit analysis.
Strong knowledge of credit structures and applicable risk management.
Good knowledge of fulfilment processes and roles of partners.
Good knowledge of Canadian Commercial Banking partners and their involvement in servicing clients. Particularly important is knowledge of the Business Service Center, Enhanced Due Diligence Unit (EDDU) and Cash Management teams is important.
Strong knowledge of Microsoft Office applications (in particular Excel).
A high degree of flexibility to adapt to a wide variety of tasks.
What's in it for you?
The Sr. Client Solutions Analyst will typically receive requests from the Directors or members of the Credit Execution team but may also, at times, be requested to support Directors and Group Lead and Vice Presidents in Canadian Commercial Banking.
The opportunity to interact primarily with the following partners: Global Risk Management, the Business Service Center, Enhanced Due Diligence Unit CRA, Syndication Team and Global Banking and Markets, but could include other partners as well as the Canadian Commercial Banking Executive Office.
To interact with external parties such as Solicitors, Accountants, Professional Service Providers and External Bank various Groups including Syndication.
The opportunity to work in a fast-paced and demanding environment with a high performing team.
Please note this is a 12-month contract assignment.
Location(s): Canada : British Columbia : Vancouver
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Requisition ID: 229523
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Sr. Client Solutions Analyst “Sr. CSA” provides credit and administrative support to the Real Estate Banking team for the development and maintenance of a portfolio of loan and deposit accounts.
He/she assists Relationship Managers with annual reviews, new applications and amendments and ensures that required reports are received and analyzed in accordance with conditions of the loan commitment.
The Sr. CSA reviews all new credits for prefunding conditions, reporting requirements and sets up files and diary system for new and existing credit facilities.
He/she coordinates the completion of all documents required for Global Transaction Banking products and services (i.e. current accounts, RDC, KYC documentation); prepares Cash Secured LC annual reviews, as well as the required Client Net, RA (Pre-Post), and CL if required. Also prepares Client Reference Letters and Discharge Comfort Letters. Follows up and rectifies security defects on BSC Defect List.
Is this role right for you? In this role, you will:
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Working closely with Director and Associate Director, the Senior Client Solutions Analyst is responsible for providing a variety of services to a portfolio of existing and prospective clients.
New Clients or New Projects: Supporting the collection of information directly from clients and from various sources necessary to assess the client’s risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.
New Credit: this would include a variety of task including preparing credit file and ensure all documents filed, funding checklist/advance documentation/draw requests, liaison with solicitors for legal docs, etc. More detailed responsibilities would be included in the official Job Description.
Look for opportunities to make suggestions to continually improve processes and client satisfaction metrics. This may include actioning feedback received directly from clients or through client satisfaction vehicles such as The Pulse.
Champion and support a culture of diversity and other initiatives aligned with the Bank strategy.
Report into the Director and Group Lead, REB.
Do you have the skills that will enable you to succeed in this role?
Have proven experience supporting approximately two to three Directors, in Real Estate Banking, Canadian Commercial Banking.
Worked with clients that borrowing (over $25MM) and non-borrowing. Borrowing Clients typically have complex to sophisticated financial solutions.
Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.
Strong knowledge of Financial Statements and credit analysis.
Strong knowledge of credit structures and applicable risk management.
Good knowledge of fulfilment processes and roles of partners.
Good knowledge of Canadian Commercial Banking partners and their involvement in servicing clients. Particularly important is knowledge of the Business Service Center, Enhanced Due Diligence Unit (EDDU) and Cash Management teams is important.
Strong knowledge of Microsoft Office applications (in particular Excel).
A high degree of flexibility to adapt to a wide variety of tasks.
What's in it for you?
The Sr. Client Solutions Analyst will typically receive requests from the Directors or members of the Credit Execution team but may also, at times, be requested to support Directors and Group Lead and Vice Presidents in Canadian Commercial Banking.
The opportunity to interact primarily with the following partners: Global Risk Management, the Business Service Center, Enhanced Due Diligence Unit CRA, Syndication Team and Global Banking and Markets, but could include other partners as well as the Canadian Commercial Banking Executive Office.
To interact with external parties such as Solicitors, Accountants, Professional Service Providers and External Bank various Groups including Syndication.
The opportunity to work in a fast-paced and demanding environment with a high performing team.
Please note this is a 12-month contract assignment.
Location(s): Canada : British Columbia : Vancouver
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Client Solutions Analyst, Commercial Real Estate Banking - Vancouver position is now open for candidates interested in the Bank Jobs sector. This role in Vancouver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
