Senior Client Service Associate, Commercial Agriculture Banking - open to across Canada Reports to the Senior Credit Service Manager. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Supporting the collection of information directly from clients and from various sources necessary to assess the client’s risk profile in order to ensure the Bank meets its regulatory requirements related to KYC, AML, etc.

This includes contacting clients, sourcing internal/external sources/web sites, documenting information in Know Your Client documentation in various formats such as the Client Profile Information documents and responding to various internal Compliance groups.

Client servicing escalations: helping resolve service related matters raised by the client directly to the Sr. This responsibility does not replace the servicing provided through the Business Service Center and is typically credit in nature or day to day servicing. c) assisting with completion of conditions precedent, diligence and any other requirements necessary to obtain approvals; (SDR, e-tracker etc.) and (e) general support as necessary in the annual review process and other credit related situations needed to maintain portfolio quality. BSC, EDDU, CRA, GBM) to ensure loan funding and business account openings are fulfilled as per customer expectations.

Providing status information on the progress of various fulfilment, KYC, AML onboarding and service requests and ensuring bottlenecks or delays are promptly escalated with a plan to resolve. Understanding how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Actively pursuing effective and efficient operations of the respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk,



AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.

Champions a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team by fostering an inclusive work environment; communicating vision, values, business strategy and managing succession and development planning for the team. CSA will be responsible for supporting approximately 2-4 Sr.

Client Relationship

Managers in Commercial Banking Distribution. The clients being serviced are in Canada and generally within the same region although they could have operations across the country as well as in international locations. These clients will be both borrowing (between $5MM to $25MM) and non-borrowing.

Strong organizational skills are necessary to manage significant data from multiple sources and balance various tasks from client service administration to borrower reporting processing to credit related support.

Client Relationship

Managers but may also, at times, be requested to support Directors and Vice Presidents in the Commercial Banking group.

Global Risk

Management, the Business Service Center, Enhanced Due Diligence Unit CRA and Global Banking and Markets, but could include other partners as well as the Commercial Banking Executive Office. CSA will also interact with external parties such as Solicitors, Accountants,



Professional Service Providers and possibly External Bank Groups. CSA continually works with clients providing service consistent with Scotia Service Standards, Complaint Resolution Standards and Procedures.

CSA looks for opportunities to promote the sale of bank product and services. The environment is fast-paced and demanding and will, at times, require priorities to be re‑adjusted to accommodate urgent requests. College/University degree with Finance, Accounting or Other Business Specialty background, or equivalent work experience.

Commitment to participate in other training requirements as determined by the Bank from time to time. Skills/Work Experience Solid commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner. Strong interpersonal skills to obtain agreements within Commercial Banking and partners.

Strong knowledge of Onboarding, Know Your Customer, Anti‑Money Laundering processes. Good knowledge of Financial Statements and credit analysis. Good knowledge of credit structures and applicable risk management.

Good knowledge of Commercial Banking partners and their involvement in servicing clients. In particular knowledge of the Business Service Center, Enhanced Due Diligence Team and Cash Management teams is important. Good knowledge of the Commercial Banking Distribution structure as well as role of other groups within Commercial Banking (Roysthan, Real Estate, Leasing, etc.).

Thorough knowledge of the applicable software and technology platforms for Commercial (e.g., Salesforce, Intralink, Teams). Good knowledge of the features and benefits of Commercial products and services. Good knowledge of Microsoft Office applications (in particular Excel).

Strong commitment to accuracy, customer focus and results focus. Work in a standard office‑based environment; No travel.

📌 Senior Client Service Associate, Commercial Agriculture Banking - open to across Canada (Toronto)
🏢 Scotiabank
📍 Toronto