Scotiabank Jobs at Calgary – Private Banking Calgary

Job Description:

The incumbent will support the Director & Team Lead in identifying high net worth prospects with complex lending needs in target markets, developing acquisition strategies,

growing relationships, maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.

Job Responsibilities:

• Manage a Portfolio of Clients and Risk Mitigation by:
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• Working directly with credit partners on lending, negotiate standard Bank terms, conditions, structuring fees, interest rates and documentation.
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• Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth clients.
• Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions through referrals to other Bank partners.
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• Managing client relationships to ensure that credit facilities and accounts are operating satisfactorily.
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• Proactively identifying and mitigating problem loans, including bringing potential problems under correspondence as soon as identified.

Job Requirements:

• Must have 3 to 5 years of commercial lending experience and 10 years banking experience
• University or community college degree preferred
• Must have a good understanding of relatively complex tax, estate and financial planning and investment vehicles
• Must be able to relate comfortably with affluent and influential clientele in both business and social situations
• Ability to demonstrate a high degree of poise and professionalism at all times
• The successful completion of a course of study that will enable registration with the appropriate provincial securities commission to obtain a license to sell mutual funds; PFP designation (ICB Certificate of Achievement – Advanced Personal Finance in Quebec) or Bank recognized equivalent
• Knowledge or previous exposure to customized lending is an asset

Job Details:

Company:  Scotiabank

Vacancy Type:  Full Time

Job Location: Calgary, CA

Application Deadline: N/A

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