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financial analyst
Title posted on CareerBeacon - Senior Associate - Origination Client Management, Technology Innovation Banking - Montreal
Posted on November 21, 2024 by Employer details Scotiabank
Job details
Requisition ID: 203930 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries. Purpose Contributes to the overall success of Technology Innovation Banking in Canadian Business Banking ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The incumbent is responsible for the building, growing, and managing of a portfolio of clients operating in the assigned technology and innovation segment. He/she is expected to cultivate and increase Scotiabank's brand profile in the tech community through attendance of external activities and maintaining a professional presence with key contacts and business referral sources in this space. Contributes to the overall success of the TIB team, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The Senior Associate is responsible for the effective and profitable management of a portfolio of customer relationships operating in technology and innovation segments. He/she is also responsible for achieving personal and team business volumes and related revenues to meet pre-set targets. He/she is responsible for the building, growing, and managing a portfolio of accounts and is expected to service customers providing the highest professional standard both at a business level and through outside participation in the tech community. Accountabilities Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Responsible for business development and market share growth in the early and growth-stage technology and innovation segment in the assigned market area by generating business volumes and related revenues, meeting pre-set targets, and managing the Team's portfolio and activities. Acts as the Industry Specialist in Technology and Innovation segments, providing guidance or assistance to regions that lack TIB specialization Ensure business target objectives are achieved by: Developing and maintaining a regular sales call program on customers to ensure effective management, retention, and expansion of each customer relationship; Identifying, researching and calling on prospects to establish full banking relationships and building a comprehensive data base file for each prospect using internal bank systems; Building and establishing a TIB portfolio; Maintaining a current and thorough knowledge of the commercial bank's (Scotiabank and Roynat Capital) product offerings to effectively promote tailored presentation packages to meet specific customer needs; and Staying abreast of industry trends and maintaining a deep understanding of the inherent needs, challenges, and opportunities unique to companies operating in the various technology and innovation segments. Manage and control loan portfolio to ensure it is at an acceptable level of risk and generates an appropriate return by: Researching, verifying, and analyzing credit applications and preparing comprehensive credit applications of large and complex transactions meeting the guidelines set out in the monograph Term Finance, Leasing manuals, and TIB job-aids, exercising sound credit judgment- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2102786
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