Manager, Associate Team
Vancouver, British Columbia 1 day ago
Job Description
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture.
Purpose
As a leader of an Associate Private Banking team the incumbent contributes to the Private Banking's success through leading the delivery of sound advice and administration of the Private Banking team's assigned book of business. The incumbent ensures the team of Associates delivers exceptional personal service and leads the overall day:to:day management of retail, small business, and custom Private Banking solutions. In addition, the incumbent is accountable for coaching and employee development, overseeing compliance standards and resource management within the assigned team and liaising with Private Banking Head Office on updates, enhancements and training. As a Manager, Associate Team, the incumbent will work closely with the Team Lead and provide direction to team members in a manner consistent with the overall Private Banking strategy.
Is this role right for you? In this role you will:
Lead a team of Associates, ensuring the delivery of the highest level of service and advice during all client
interactions by:
:
Demonstrating a passion for engaging with affluent and influential clients, delivering exceptional client experiences, and making a significant impact in the lives of our clients.
:
Developing a full knowledge and understanding of Bank products, services, processes, and policies.
:
Maintaining an acute focus on responding quickly and resourcefully to client requests with professionalism, ensuring first time right approach and acting with a sense of urgency.
:
Inspiring healthy branch culture by demonstrating respect in all interactions with branch members and partners
:
Monitoring client concerns and complaints to ensure they are resolved, escalating where required
Provide support and leadership in the onboarding and management of client relationships by ensuring
Associate Private Bankers:
:
Accompany Private Bankers on client meetings and calls as required.
:
Understand the client's financial goals and preferences, analyze and anticipate their needs and recommend appropriate solutions.
:
Provide end:to:end ownership over advice:based solutions including account opening, investments, credit cards, lines of credits and mortgages.
:
Enhance the client experience through the introduction of alternate channels (e.g., digital and ScotiaConnect)
:
Identify opportunities to expand existing relationships and make referrals to Scotia Wealth
:
Management partners in response to changes in the client's needs or preferences.
Support the Associate Private Bankers with their team's portfolio of less complex credits by:
:
Developing a thorough knowledge and understanding of commercial and retail credit principles.
:
Ensuring team members conduct a thorough evaluation of the client's borrowing needs and strategies, income sources and capacity to formulate a succinct credit proposal for adjudication.
:
Exercising sound judgement and financial analysis when granting loans within authorized limits.
:
Overseeing the administration of Total Wealth product solutions including Online Loans and Private Banking Overdraft Facilities.
:
Monitoring financial status and proactively identifying unfavourable trends, escalating as required.
Inspire, lead, and develop a diverse service team by:
:
Ensuring team members have a clear understanding of financial and non:financial goals.
:
Embracing and championing change management initiatives across your team and all branch employees by providing clear communication and support.
:
Collaborating with Private Bankers, Team Leads, Regional Directors and Vice Presidents to ensure role consistency, change adoption, defect management, service quality and efficiency
:
Coordinating peer:to:peer support for new employees within you
Lawn Care Technician/General Labour
Ontario 9 hours ago
North Americas Largest Franchised Lawn Care Company continues their successful growth and now is the perfect time for you to join our Amazing Team. Together with the greatest products, service, and employees in the world, we will continue to be North...
Research Coordinator Non:Clinical : Orthopaedic : Dartmouth General Hospital
dartmouth, Canada 10 hours ago
Click here as an internal applicant. Req ID: Location: CentralZone, ((location_obj2)) Department: RSH Ortho Surg 1028643:MAKO_DGH Type of Employment: Casual Hourly FT long:assignment( 100) x 1 Management/Non UnionP osition Posting Closing Date:...
Associate Director, Roynat Capital : Fraser Valley/Vancouver area
langley, Canada 1 day ago
Requisition ID: 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...
Associate Manager, Finance Business Partner
Ontario 1 day ago
Job Type:Permanent Work Model:Hybrid Reference code:129119 Primary Location:Toronto, ON All Available Locations:Toronto, ON Our Purpose At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people,...
Manager, Associate Team
Vancouver, British Columbia 1 day ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose As a leader of an Associate Private Banking team the incumbent contributes to the Private Banking's success through leading...
PIC Wealth Associate
edmonton, Canada 1 day ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose The Wealth Associate role has been created as a means to develop client: focused talent in PrivateInvestment Counsel....
Senior Client Service Associate, Commercial Agriculture Banking : Winnipeg or Saskatoon
Winnipeg, Manitoba 1 day ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose Contributes to the overall success of Canadian Business Banking, ensuring specific individual goals, plans, initiatives are...
Technical Analyst : Network
Vancouver, British Columbia 1 day ago
YVR is a place of connection, bringing together people, places and cargo while ensuring a safe and efficient experience for everyone. Position overview We have an opportunity for a permanent, full:time Technical Analyst : Network in the...
Client Service Associate, Agriculture Commercial Banking (12 month contract) : Casselman, Ontario
casselman, Canada 1 day ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Client Service Associate, Agriculture Commercial Banking (12 month contract) : Casselman, Ontario Be a part of this winning...
Senior Associate / Manager, Deal Transformation and Post Merger Integration, Operational Due Diligen
Ontario 1 day ago
Job Type:Permanent Work Model:Hybrid Reference code:128546 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Montreal, QC Our Purpose At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people,...