Personal Banking Officer Trainee

Personal Banking Officer Trainee

In the world of Banking and Financial Services, Scotiabank goes to great lengths to ensure a truly unique experience for both our customers and staff. If you are talented, tenacious, team-oriented and excited about a career in the financial services industry, Scotiabank has a position for you.

PERSONAL BANKING OFFICER TRAINEE – SCOTIABANK (BARBADOS) LIMITED

The Personal Banking Officer (PBO) contributes to the general success of the team by achieving individual portfolio management and/or sales objectives, for which he must satisfy the financial needs of the assigned personal banking clients by providing practical advice and superior service. Additionally, the Personal Banking Officer (PBO) will identify opportunities to refer clients to other areas of the Bank and comply with all operating policies and regulations.

MAJOR ACCOUNTABILITIES

1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

2. Meet or exceed weekly, monthly, and annual sales targets across all product categories and channels.

3. Support the acquisition and retention of mid-market customers.

4. Identify opportunities to send referrals to relationship officers in other segments or lines of business.

5. Consistently deliver a superior customer experience in all customer interactions to meet portfolio goals and support the objective of the Customer Satisfaction survey.

6. Carry out its responsibilities in terms of compliance and security of the branch, as indicated in the Manual of Services and Procedures for Branches.

7. Maintain a constant commitment to personal development and promote a positive teamwork environment

8. Understand the Bank's risk culture and how risk appetite should be considered in daily activities and decisions.

9. Actively conducts efficient operations in their respective areas, while ensuring the suitability, compliance, and effectiveness of daily business controls.

10. Champions a high-performance environment and contributes to an inclusive work environment.

EDUCATION / DESIRABLE CRITERIA

• 2 years’ experience in the banking sector in sales, operations or other relevant area

• Knowledge of Scotiabank products and services.

• Basic knowledge of laws and regulations of the banking sector.

• Strong communication and presentation skills

• Undergraduate degree in Banking & Finance, Business Administration, Management Studies, Accounting or other relevant discipline

FUNCTIONAL COMPETENCIES

• Expert knowledge of negotiation and sales techniques, credit analysis, statistical analysis and market trends.
• Thorough knowledge of reporting and interpretation of financial information Knowledge of banking and credit laws, policies and regulations.
• Working knowledge of marketing, advertising and promotion of banking products
• Microsoft Office (Excel, Power Point, Word) and internal systems
• English language (reads, writes and holds conversation)

Please submit your applications by May 26, 2023