Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our Customer Experience Associates are people-centric and connect with ...
Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our Customer Experience Associates are people-centric and connect with ...
Finance Associate information
What is a finance associate?
A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.
What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?
To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.
What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?
Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.
What do you do as a finance associate?
A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and accounting software and may review financial documents to ensure accuracy. The role typically requires strong analytical skills and attention to detail.
What is the best entry-level finance associate job?
An entry-level finance associate role typically involves supporting financial analysis, preparing reports, and assisting with budgeting and forecasting. Candidates often need a bachelor's degree in finance, accounting, or a related field, along with strong Excel skills and attention to detail.
More about Finance Associate jobs
What are the most commonly searched types of Finance jobs in Brooks, AB?
The most popular types of Finance jobs in Brooks, AB are:
What job categories do people searching Finance Associate jobs in Brooks, AB look for?
The top searched job categories for Finance Associate jobs in Brooks, AB are:
What cities near Brooks, AB are hiring for Finance Associate jobs?
Cities near Brooks, AB with the most Finance Associate job openings:
Full-time
Re-posted 11 days ago
Key responsibilities
Provide exceptional customer service and build strong customer relationships.
Process day-to-day banking transactions and identify customer needs.
Introduce clients to digital banking options and assist them in managing their banking needs.
Job description
Requisition ID: 268938
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the role
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's journey by:
- Taking a proactive approach to discovering our customer's needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch's targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Is this role right for you? In this role you will:
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers' needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you:
- Have proven customer service skills through work or community involvement
- Are willing to assist in a professional, friendly and efficient manner
- Are available to work a flexible schedule
- Are comfortable in simple sales situations
- Have strong technical skills and the ability to promote digital and self-service banking options to our customers
What's in it for you?
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities - for you and our customers
- You can expect to be recognized and rewarded for high-performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- A competitive compensation and benefits package
Location(s): Canada : Alberta : Brooks
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
About Scotiabank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US