Sales & Service Manager - Oaken

3 weeks ago

Toronto, Canada Home Trust Company Full time

Company Profile

Home Capital Group Inc., together with its operating subsidiary Home Trust Company, has developed a track record of success as Canada’s leading alternative lender. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products. Home Trust’s core values are respect, trust, and integrity.

The Deposits and Credit Cards group works to ensure all legal, compliance, and regulatory obligations and requirements are met in processing all payments with accuracy and efficiency. This group maintains qualitative and quantitative statistical and status reports for routine management review and actively supports key related business objectives, while fostering a culture of respect, trust and integrity.

Position Responsibilities

Lead Sales and Service Excellence

Lead Oaken Financial retail store(s)
Develop and implement new tactics to achieve or exceed sales targets
Proactively solicit and identify sales opportunities
Get to know your clients by quickly establishing a rapport and develop an overall understanding of their investment preferences
Monitor client feedback and provide timely solutions to enhance the customer experience
Handle all client escalations with tact, diplomacy and a positive attitude
Proactively and consistently maintain visual appearance of the retail store(s)
Identify and report on business opportunities to senior management
Represent the business at conferences, community and networking events
Lead by example with grace, integrity and honesty

People Management

Identify, recruit and contribute to the development of strong leaders
Assign workload and set sales targets
Create a customer-centric sales and service culture within team
Ensure team provides exceptional customer service
Monitor performance and motivate team to reach targets
Oversee training as well as identify and develop opportunities for employees

Risk Management and Compliance

Ensure that all AML and compliance requirements are met and customer information is secured at all time
Adhere to all policies and procedures, legal and ethical requirements and regulations, and established risk guidelines.

Other

Partner with the Internal departments to identify and implement continuous improvement opportunities
Formal Education
Post secondary degree or diploma required (University degree preferred) in related area
Certification(s)/Designation(s) preferred
Related Experience

**Related Experience**:
Minimum 3 years’ experience within the investment industry
5 years customer service and sales experience
5 years of management experience
Solid knowledge of investment products

**Specialized Skills**:
Sales management
People management
Retail management
Ability to work in a fast-paced sales and service excellence environment
Upbeat, optimistic, passionate and friendly
Proactive/ takes initiative/ self starter
Time management, highly organized
Analytical thinking
Attention to detail/ accuracy

**Skills**:Position Complexities
Bilingualism an asset
Acknowledgement

All employees of Home Capital Group Inc. must comply with all applicable Home Capital Group Inc, Home Trust Company, and specific Line of Business policies, standards, guidelines and controls. Additionally, all employees are obligated to become familiar with Home’s risk management framework and understand the operational risk management requirements within their specific business. Employees are also expected to understand and comply with the Company’s Code of Business Conduct & Ethics Policy at all times and escalate any issues or concerns through various reporting channels (i.e. Ombudsman, Compliance Hotline, Whistleblower Policy, etc).

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