Scotiabank Vacancy August 2021

The Manager Premium Relationship Banking (VIP Banker) contributes to the overall success of the Retail Department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.

Manager Premium Relationship Banking (VIP Banker)

Scotiabank Trinidad and Tobago Ltd.

We are looking for dynamic, driven, service oriented persons. Your focus must be one of exceptional service to clients and their needs, by meeting negotiated service level agreements & goals to effectively service our customers and sites.

Job Summary:

The Manager Premium Relationship Banking (VIP Banker) contributes to the overall success of the Retail Department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  He/She ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The Manager Premium Relationship Banking (VIP Banker) creates, enhances, develops, and promotes a close relationship with the Commercial and Business Banking department’s client base and coverage teams

The Manager Premium Relationship Banking (VIP Banker) proactively advises and offers personalized attention, cross and up selling the Bank’s retail suite of products according to the commercial guidelines and standards defined by the Bank. This would enable the client to establish SBTT as its main Bank at a personal and company level.

Key Accountabilities:

• Create, encourage and maintain a portfolio where the relationship with clients assigned to their portfolio is strengthened, where the sales and service management process is met, needs are identified, financial solutions are analyzed and concerns are resolved.
• Recognize and understand the needs and requirements of clients in the portfolio regarding, investments, financial services and loans including other retail products in order to provide reliable financial solutions.
• Attend to the requirements of the clients of the portfolio through a wide range of retail products and services supported by the tools of the commercial and service management model; with the purpose of managing your portfolio as much as possible.
• Identify, develop and deepen relationships with customers in the portfolio, through proactive contact managing cross-selling actions; identifying and/or recognizing the needs and solutions that satisfy the client.
• Develop a constant communication with the clients in the portfolio, through the fulfillment of a policy of visits that seeks to generate an excellent service commitment; in order to maximize business opportunities with each client.
• Follow up on the support areas involved in the different processes linked to customer service so that response times are met in a timely manner.
• Apply the policies of Segment Credit, Risk, Prevention of Money Laundering (Know your client), among others; established by the bank, in the performance of its functions.
• Ensure that all clients have a positive experience in each personal contact you have with them, complying with the service commitment (service promise) and service protocols.
• Comply with the rules, policies, guidelines and processes of the commercial, retail and operational management of the respective portfolios.
• To timely comply with the regularization of pending items.

Educational Background and Experience:

Desirable education

• Bachelor’s Degree in Administration, Economics or related Banking careers.
• Specialization Courses in Sales and Finance.Minimum Experience
• External: More than 4 years of experience in the Financial Sector.
• External: At least 3 years of experience in sales and services to high-value clients (essential).
• Experience in customer portfolio management.Skills / Competencies
• High level of communication and assertiveness to identify needs and generate financial solutions for high value customers.
• Commercial or Retail Skills: Generation of Confidence, empathy, security, decision, anticipation, management of objectives, effective closing of sales.
• Focus on the client with a view to long-term tutelage. Expert in building relationships.
• Flexibility: Work effectively in a variety of situations, being able to adapt to difficult situations and interact effectively with clients under pressure. Assist in the preparation of the Bank’s tax and other statutory returns ensuring proper accounting and other procedures are in place to collect and remit the necessary taxes/duties, in keeping with legal and statutory requirements.
• Work on any other projects, as assigned by the Chief Accountant, AGM Finance and Chief Financial Officer – Caribbean South. These projects could be increasingly complex and cover a wide range of issues, areas of the bank, subsidiaries, products, legislative environment, sector analysis, and competitive analysis.

Thank you for interest, but please note only the most suitable candidates will be short-listed for an interview. Meeting minimum requirements for the role does not guarantee an interview.