Manager Regional Operations and Service, Private

5 months ago

Montréal, Canada Scotiabank Full time

Requisition ID: 197941

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

The PB Manager Regional Operations & Service is responsible for leading and coaching the Private Banking Service, teams, while sustaining overall operational efficiency and effectiveness. In addition, the incumbent is responsible for identification and implementation of policy and procedural changes which will streamline processing and enhance the client experience.

He/she oversees the delivery of front line client service, private banking operations and mid-office service support. This includes maintaining oversight of compliance related tasks, ensuring adherence to Bank security procedures as well as achieving other objectives related to client service, human resource management and support operational effectiveness for his/her region assigned.

As the Regional Operations & Service leader of the Private Banking team the incumbent will act as the escalation point for all service and support related activities in the field.

***

**Is this role right for you? In this role you will**:

- Lead the delivery of client service and support regionally by:

- Ensuring that the team is highly trained in their respective duties in order to provide excellent customer service and ensuring SLAs are adhered to
- Providing direction and support to direct teams for resolution of complex client issues in a timely manner.
- Working closely with the Senior Manager Regional Operations & Service in partnership with the Private Banking Regional Director, for discussion of Regional concerns or priorities to resolve issues, remove roadblocks and provide better quality service
- Ensuring all units provide accurate and efficient day to day operational support in an effort to allow relationship management teams to focus on sales related activities.
- Manage & support the quality and efficiency of the Private Banking Operations for the region by:

- Oversight of daily and periodic management controls (ACS Activities)
- Ensuring Private Banking cash, custody and Centre security procedures, ensuring policies are in place and effective (if applicable).
- Managing non-interest expenses against budgets, ensuring reasonable explanations exist for any variances
- Managing the interactions and commitments with various Bank Partners
- Monitoring and taking action on deficiencies with Centre premises, systems, equipment and supplies
- Managing timely escalation of issues/obstacles/trends to the SMROS, Regional Management and/or applicable SWM E.O. and/or Shared Services department as appropriate with recommendations/solutions
- Assiting with local technology and infrastructure within the Wealth Centres; set-ups/ decommissions/ moves, coordination, inventory reporting, and control of all printers, phones, fax machines, photo copy machines, scanners, and other office equipment and report all issues as required
- Oversees adherence to regulatory and internal Bank guidelines by:

- Ensuring compliance with Know Your Client (KYC) and AML policies
- Ensuring compliance with bank policies and confirming effective risk management is in place.
- Working closely with the Senior Manager, Regional Operations & Service to ensure escalated issues, including compliance, are resolved in a timely and efficient manner.
- Working closely with the teams to ensure account opening and transferred in accounts are completed with a high level of accuracy and adherence to regulatory and compliance standards.
- Coaching the sales teams on effectively understanding and implementing compliance regulations and Bank guidelines for their assigned clients.
- Monitoring adherence to regulatory and internal Bank requirements, ensuring compliance, risk management and regulatory rules, guidelines, policies and standards are followed across the region.
- Contribute to the effective Operation of Private Banking by:

- Building effective working relationships across the team and with various business lines.
- Facilitating a culture of open and honest communication by actively participating and contributing to touchbases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members;
- Developing and executing a meaningful employee development plan.
- Playing a lead role in the management team.
- Provide strong team leadership to motivate and develop individual and team performance

**Do you have the skills that will enable you to success in this role? We'd love to work with you if you have**:

- Thorough knowledge of policy and procedures associated with set-up and administration of financial products and services;
- Thorough knowledge of non-regulatory retail and small business compliance (retail lending compliance, Branch reports, business account opening)
- Thorough knowledge of regulatory compliance related to Privacy, Anti-Money Laundering/Anti
- Terror

  • Regional Head of Operations

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports Private Wealth Quebec in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. -...

  • Regional Operations Manager

    7 months ago

    Montréal, Canada BGIS Full time

    **Who We Are** **SUMMARY** For the assigned region(s), the Regional Operations Manager is accountable for operations management and meeting service delivery obligations, meeting all internal and external requirements, achieving budget and client satisfaction. In addition, this role is also responsible for contributing to strategic and account management...

  • Regional Operations Manager

    3 months ago

    Montréal, QC, Canada Precision Home and Office Deliveries Full time

    **We are looking for new talent to Manage our Eastern Region** This position you will require a strong personality with a good understanding of logistics. A background in transportation as well as excellent communication and computer skills are a must. This position requires travel and the ability to be responsible for multiple teams. You will possess the...

  • Regional Vice-president

    5 months ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 180697 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Jarislowsky, Fraser Limited (JFL) is an investment management firm with over 60 years of experience conducting fundamental research and managing assets for pension funds, foundations and endowments, corporations, and individuals...

  • Regional Estate

    5 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 182337 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Regional Estate

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 175589 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Relationship Manager, Quebec Region

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 193845 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Relationship Manager, you will be responsible for managing the relationship with the SM Quebec Region, by providing operational support to the business, focusing on day-to-day issue management and adjudication, initiative...

  • Regional Operations Manager

    5 months ago

    Montréal, Canada Foodtastic Full time

    **About the Company** Founded in 2016, Foodtastic is already one of the largest restaurant companies in Canada. We have increased system sales in the last four years from less than $50mm to over $750mm.Our current portfolio of 23 brands includes Milestones Grill & Bar, Second Cup Café, Pita Pit, La Belle et La Boeuf, and Rôtisseries Benny. **Regional...

  • Private Banker

    4 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of the Schulman Group wealth management advisors of National Bank Financial. We want to increase our team by having a banker exclusively dedicated to our customers to offer them an unrivaled service...

  • Private Banker

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of wealth management advisors of National Bank Financial. This position reports to the Regional Vice President, Commercial & Private Banking 1859. **Your job**: - Recommend and implement strategic financing...

  • Regional Service Manager

    5 months ago

    Montréal, Canada Tesla Full time

    What to Expect As a Tesla Regional Service Manager, you will lead our service teams by fostering team development, overseeing day-to-day operations, and ensuring Tesla Service is well-prepared to exceed customer expectations. We are seeking a leader determined to revolutionize the service experience at Tesla and be part of an unprecedented chapter in...

  • Regional Operations and Maintenance Manager

    5 months ago

    Montréal, Canada National Research Council Canada Full time

    Great Minds. One Goal. Canada's Success. Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. We are looking for a Regional Operations and Maintenance Manager to support our Real Property Planning and Management Branch. The Regional Operations...

  • Assistant General Manager

    5 months ago

    Montréal, Canada Canadian Linen and Uniform Service Corp Full time

    **About Canadian Linen & Uniform Service** Canadian Linen & Uniform Service (CLAUS) provides uniforms and related products to more than 300,000 customers nationwide, in virtually every industry. From designing and manufacturing to laundering and delivering, CLAUS works with local and national clients to create and maintain a total uniform solution that...

  • Regional Property Manager

    5 months ago

    Montréal, Canada AEDN Realty Full time

    _**About Us**_ - AEDN Realty is a private real estate investment company founded in 1950. AEDN assets include equity interests in multi-family, industrial, retail, student housing and commercial properties across Canada and the US. AEDN also engages in development and management of retail, commercial and residential properties._ We are looking to hire a...

  • Regional Operation Excellence Manager

    5 months ago

    Montréal, Canada Purolator Full time

    **Posting Date**: **Posting Number: 62510** **Work Location Type**: **Job Code**: 551 **Location**: Montreal **Reports to**: Sr Director Eastern Region - Operations **It’s not a package. It’s a promise®.**: As Canada’s leading integrated freight, package, and logistics provider, we’ve been helping promises get where they need to be for more than...

  • Regional Operations Manager

    3 months ago

    Montréal, QC, Canada ASL Distribution Limited Full time

    Established in 1959 and recognized as one of Canada’s Best Managed Companies since 2008, ASL Distribution Services Limited (ASL) is a powerful distribution hub for leading North American companies, including Fortune 100 companies. ASL is a dynamic and passionate third-party logistics service provider that offers its clients a diverse range of customized...

  • Regional Manager

    5 months ago

    Montréal, Canada Real Fruit Bubble Tea Inc. Full time

    _**Are you passionate about bubble tea businesses?**_ - **Are you someone who always thrives to grow and accomplish more?**_ - **If yes, join us today!**_ - **If not now, when?**_ - **If not me, who?**_ Founded in Toronto, Real Fruit Bubble Tea has been committed to making fresh fruit drinks healthy and accessible for anyone to enjoy since 2002. We have 102...

  • Private Wealth Associate

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: - Support the...

  • Administrative Assistant, Private Investment

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 186272 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job purpose** The Administration Assistant is responsible for the overall administrative support to the PIC Regional Leadership team which includes a Regional Director, a Market Lead and two Governance & Operations...

  • Regional IT Administrator

    5 months ago

    Montréal, Canada Canadian Air Transport Security Authority Full time

    The Canadian Air Transport Security Authority (CATSA) has 1 (one) exciting indeterminate opportunity within the Technology branch at the Montreal International Airport (YUL). This position represents an opportunity for career-driven individuals seeking a position within an organization that inspires growth and promotes excellence to make a difference and...