Premium Banking Officer

Description

Position Summary: Contributes to the overall success of the Agency Network Unit by strengthening client relationships and closing sales through financial advisory services. Key Responsibilities: 1. Create and maintain a portfolio by strengthening client relationships. 2. Identify, develop, and deepen relationships to expand the portfolio. 3. Provide reliable financial solutions and maximize sales opportunities. **Request ID:** 272170 Thank you for your interest in joining Scotiabank Peru—we truly appreciate your application. We are seeking talented individuals who wish to grow and help achieve our organization’s goals. Wishing you great success throughout this process! **Mission:** Contribute to the overall success of the Agency Network Unit in Distribution Peru by ensuring that specific individual objectives, plans, and initiatives are executed or achieved in support of the team’s business strategies and goals. Ensure all activities comply with current internal standards, policies, and procedures. **What do we expect from you?** * Completed university degree in Administration, Economics, Engineering, or related fields. * Minimum 1 year of experience as a PBO, Business Officer, or in similar roles; portfolio supervision experience required. * Knowledge of: Credit policies and evaluation, Sales and Service techniques, Business Ethics, Financial statement analysis and evaluation, Investment Advisor Program, Personal and Preferred Banking products. * Intermediate-level English proficiency is desirable. * Intermediate-level Office software proficiency. **What challenges will you face?** * Create, foster, and maintain a portfolio where relationships with assigned clients or those belonging to your segment are strengthened, adhering to the sales and service management process—identifying needs, analyzing financial solutions, resolving concerns, and ultimately closing sales through sound advisory support. * Actively conduct operations within respective areas in compliance with internal regulations, inter-company commercial agreements of the Scotiabank Group, and applicable legal provisions. * Recognize and understand clients’ needs and requirements regarding credit, investments, and financial services to provide reliable financial solutions. * Serve Premium Banking clients using a broad range of products and services supported by commercial and service management model tools: Sales Platform, ABP, Pre-qualifier ISTS, Investment Advisor; among others—to maximize portfolio management. * Identify, develop, and deepen relationships to expand your segment’s portfolio through new clients and cross-selling initiatives; identifying and/or recognizing client needs and corresponding solutions. * Continuously follow up on client requests, with after-sales support being fundamental to retaining loyal clients and building long-term relationships. * Consistently deliver value commitments to frequent clients—maintaining face-to-face contact at the client’s preferred location and consistent communication—to maximize sales and service opportunities. * Refer appropriate opportunities from other segments to the client (including, but not limited to, Investment Officers, FDN Business, Relationship Managers). * Apply bank-established policies—including Credit, Risk, Anti-Money Laundering (“Know Your Customer”), among others—while performing duties. Location(s): Peru : La Libertad : Trujillo Thank you for your interest; however, only shortlisted candidates will be contacted for interviews. \*\* At Scotiabank Peru Group, we value the unique skills, experiences, and perspectives each person brings. We champion inclusion with passion and respect. If you believe you may require reasonable accommodations during the selection process, please indicate so when registering your information on our platform or when contacting our Talent Attraction team. We are committed to creating and maintaining an inclusive, accessible, and safe environment where everyone is welcome.