Private Banker Team Lead

1 week ago

Edmonton, Canada Scotiabank Full time

Requisition ID: 159584

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

As a leader of a 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 Private Bankers 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. The Private Banking Team Lead is also responsible for the teams’ sales goal. As a Private Banker Team Lead, the incumbent will work closely with other Team Leads and Regional Directors to provide direction to team members in a manner consistent with the overall Private Banking strategy and customer segmentation strategy.

Accountabilities
Leading a team of Private Bankers, 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
- Creating a team environment by supporting and providing effective backup management in the absence of the Private Banker
- Supporting Private Bankers to appropriately onboard, offboard and grow client accounts in alignment with Private Banking’s Customer Segmentation Strategy

Providing leadership in the onboarding, offboarding and management of client relationships, providing a full range of customized financial solutions by ensuring Private Bankers:

- Grow the Private Banking customer base through meeting their annual sales goals, consistent with the Private Banking strategy and customer segmentation strategy.
- 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
- Identify opportunities to expand existing relationships in accordance with the customer segmentation strategy and make referrals to Scotia Wealth Management partners in response to changes in the client’s needs or preferences, as appropriate

Support the Private Banking team’s designated portfolio of less complex credits by:

- Demonstrating a thorough knowledge and understanding of commercial and retail credit principles
- Leading team members in the thorough evaluation of the client’s borrowing needs and strategies, income sources and capacity to formulate a succinct credit proposal for adjudication, as appropriate and in line with the customer segmentation strategy
- Exercising sound judgement and financial analysis when granting loans within authorized limits
- Looking for opportunities to enhance the client relationship with credit when needs arise from life changes
- Monitoring financial status and proactively identifying unfavorable trends, escalating as required

Inspire, lead, and develop a diverse Privat Banking team by:

- Embracing and championing change management initiatives across your team by ensuring clear communication and providing support and coaching
- Coordinating peer-to-peer support for new employees within your team and across Private Banking branches
- Providing regular coaching, feedback, direction and support of direct reports and peers
- Recognizing and rewarding success, informing and supporting individual development plans, and managing non-performance
- In collaboration with Private Banking Head Office, planning and leading monthly team skills development sessions while facilitating the sharing of best practices
- Managing workload and vacation coverage for team to ensure a consistent client experience
- Resolving issues/negotiating compromises between team members
- Ensuring team members have a clear understanding of financial and non-financial goals

Lead the administration and compliance functions for assigned team, overseeing the implementation and sustainment of bank policies, procedures and special initiatives to minimize the Bank’s exposure to risk by:

- Ensuring accurate and timely completion of daily and periodic monitoring activities including Automated Control System, Worklist Management Exceptions, Work Hub, Digital Courier, and Accounting Support Package rev

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