Job Title

Overview Requisition ID : 233167 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. Responsibilities Assist Relationship Managers with annual reviews, new applications and amendments and ensure that required reports are received and analyzed in accordance with conditions of the loan commitment. Review all new credits for prefunding conditions reporting requirements and set up files and diary system for new and existing credit facilities. Coordinate 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. Support processes related to Global Transaction Banking and regulatory compliance (e.g., KYC/AML). Role Expectation In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. Work closely with Director and Associate Director; provide a variety of services to a portfolio of existing and prospective clients. New Clients or New Projects: collect information from clients and various sources to assess risk profiles to ensure the Bank meets regulatory requirements related to KYC, AML, etc. This includes contacting clients, sourcing internal/external sources, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents, and responding to internal Compliance groups. New Credit: prepare credit file and ensure all documents filed, funding checklist, advance documentation, draw requests; liaise with solicitors for legal documents. Look for opportunities to improve processes and client satisfaction metrics (e.g., actions based on client feedback or Pulse surveys). Support a culture of diversity and other initiatives aligned with Bank strategy. Report into the Director and Group Lead REB. Qualifications Proven experience supporting approximately two to three Directors in Real Estate Banking in Canadian Commercial Banking. Experience with borrowing and non-borrowing clients; borrowing clients typically have complex to sophisticated financial solutions. Strong organizational skills and ability to manage significant data from multiple sources and balance various tasks (client service administration, borrower reporting processing, credit-related support). Strong knowledge of financial statements and credit analysis. Strong knowledge of credit structures and applicable risk management. Knowledge of fulfilment processes and roles of partners. Knowledge of Canadian Commercial Banking partners, including the Business Service Center Enhanced Due Diligence Unit (EDDU) and Cash Management teams. Strong knowledge of Microsoft Office applications (Excel). Flexibility to adapt to a wide variety of tasks. Whats in it for you The Sr. Client Solutions Analyst will typically receive requests from Directors or members of the Credit Execution team but may also support Directors, Group Lead, and Vice Presidents in Canadian Commercial Banking. Opportunity to interact with partners including Global Risk Management, the Business Service Center Enhanced Due Diligence Unit, CRA Syndication Team, Global Banking and Markets, and other partners as well as the Canadian Commercial Banking Executive Office. You may interact with external parties such as Solicitors, Accountants, Professional Service Providers, and External Banks across various groups including Syndication. The role offers a fast-paced, demanding environment with a high-performing team. Location Location(s) : Canada : Nova Scotia : Halifax Company 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. We value the unique skills and experiences each individual brings and are committed to creating an inclusive and accessible environment. If you require accommodation during recruitment, please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online. Only those selected for an interview will be contacted. Required Experience Senior IC Key Skills EAM, Economics, IT Business Analysis, Information Security, Android Development Employment Type Full Time Experience years Vacancy 1 #J-18808-Ljbffr