Team Lead

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

Purpose

This team is focused on Preventative, Pre-Del, and Over Limit Portfolio, aiming to prevent roll rates, assist clients in staying on track, and avoid collections. They utilize strategic tactics and negotiation methods to proactively offer solutions to clients facing financial difficulties.

Accountabilities

  • Lead a team of 12 CRT Advisors
  • Develop a team of high-performing experts with strong problem-solving skills, fostering knowledge and confidence. The focus is on achieving first contact resolution and providing effective solutions for customers.
  • Engage in coaching activities to provide relevant feedback and guidance to advisors through live call observations, group coaching sessions, and skill-building exercises.
  • Conduct one-on-one coaching sessions with CRT Advisors to celebrate successes, overcome obstacles, and maintain focus on continuous improvement in knowledge, efficiency, and quality.
  • Effectively manage direct reports in accordance with performance management protocols, addressing performance, attendance, and conduct issues, and collaborating with HR and ER as needed.
  • Ensure operational and management routines are followed to support employee development and performance.
  • Deliver exceptional customer service, resolving matters with business partners, customers, or team members. This involves authorizing correspondence in compliance with Bank policies, understanding customer situations, and providing appropriate solutions based on a strong understanding of collection practices, policies, and procedures.
  • Provide human, straightforward, and knowledgeable service in daily interactions to build trust and confidence with customers and colleagues.
  • Handle collection activities on complex accounts when necessary, taking actions within specified limits to safeguard the Bank's interests and integrity.
  • Authorize activities within specified limits to protect the Bank's interests and achieve optimal recovery results.
  • Act as a subject matter expert on Customer Assistance Tools.

Education / Experience / Other information

  • University/College degree in Business, Accounting, Finance, or Business Management is preferred
  • Minimum of 1 year in a related role
  • Thorough understanding of the Bank's collection policies and procedures.
  • Strong knowledge of products and services offered by the Bank.
  • Good understanding of the Bank's lending policies.
  • Familiarity with CATs (Customer Assistance Tools)

The successful candidate must be able to communicate effectively in both English and French, as they will interact with English-speaking clientele.

Location(s): Canada : Quebec : Montreal || Canada : Ontario : Hamilton || Canada : Ontario : Ottawa || Canada : Ontario : Toronto || Canada : Quebec : Anjou


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