Manager, Associate Team

Requisition ID: 224829

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 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.
- Planning and leading regular team skills development sessions and huddles while facilitating the sharing of best practices.
- Managing workload, vacation coverage and leaves of absence for team to ensure a consistent client experience.
- Resolving issues/negotiating compromises between team members.
- Collaborating with Senior Client Service Leads and Regional Operations & Service leaders to promote team cohesion

**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, Work Hub, Digital Courier, Customer Inquiry & Request and Accounting Support Package re