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Virtual Business Advisor Bilingual , Canadian Banking - Halifax

Role overview

Summary

The Virtual Business Advisor role focuses on managing and growing business customer portfolios remotely at Scotiabank. You will provide personalized financial advice and build strong relationships with clients, supporting their business goals while adhering to operational and compliance standards.

Qualifications

  • Sound knowledge of the business customer experience model.
  • Working knowledge of business retail products and services, risk management policies, and legal documentation.
  • Superior business development, customer focus, and communication skills.
  • University or college courses in accounting, finance, business law, economics, or equivalent work experience.
  • Preferred: Bilingual in English and French.

Responsibilities

  • Champion a customer-focused culture to bond with new and existing clients
  • Provide personalized financial advice and recommendations to business owners via phone, email, and video conferencing
  • Conduct virtual prospecting activities with existing assigned branch customers and external prospects
  • Deepen and expand existing assigned customer relationships by assessing needs and making recommendations

Key facts

Hard skills

Other skills

  • Communication
  • Relationship Building
  • Problem Solving

About the company

Scotiabank logo

Scotiabank

  • Banking
  • XLarge
  • 10,001+
Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more.Our disclaimer: bit.ly/socialdisclaim

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Job description

 

Requisition ID: 278821 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

As the Virtual Business Advisor, you will remotely manage, grow, and retain assigned business customer portfolios at multiple assigned branches to achieve assigned goals. You will work to ensure specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives.

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

  • Champion a customer-focused culture that allows you to bond with new and existing clients
  • Provide exceptional service to build strong and ongoing relationships throughout the stage and progression of their business
  • Provide personalized financial advice and recommendation to business owners, via phone, email, and video conferencing (using Microsoft Teams), thus enabling them to succeed in their business and meet their goals
  • Effectively conduct virtual prospecting activities with existing assigned branch customers and external prospects to achieve assigned sales and service objectives and goals.
  • Work independently and remotely to deepen and expand existing assigned customer relationships by assessing customer needs, making appropriate recommendations, completing the required product applications and provide ongoing client support as required.
  • Actively pursue effective and efficient operations of your respective area following Scotiabank’s Values, its Code of Conduct and the Global Sales Principles 
  • Ensure the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations for operational, compliance, AML/ATF/sanctions, and conduct risk

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 focus on results and sound knowledge of the business customer experience model 
  • Working knowledge of the features and benefits of business retail products and services, applicable risk management policies, and legal and security documentation 
  • Superior business development, customer focus, and communication skills with the ability to build trust with customers over the phone.
  • University or college courses in accounting, finance, business law, economics, or equivalent work experience.

What's in it for you?

  • The opportunity to join a forward-thinking company with the ability to collaborate with branch managers, internal stakeholders, and business customers
  • A rewarding career path with ongoing coaching and training to aid your growth and enhance your skills
  • We offer a competitive rewards package:
  • Branch Incentive Program, Pension Plan (optional employer matching contribution), Employee Share Ownership Program (optional)
  • Health Benefits from day one!
  • Scotiabank is dedicated to making a difference in our communities – for you and our customers!

Location(s):  Canada : Nova Scotia : Halifax 

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. If you require technical assistance, please click here. 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.

 

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