Title:  Senior Manager & Team Lead, Private Banking East

Requisition ID: 251461 

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

Purpose

As a leader of Private Banking - Signature team, the incumbent drives team success by guiding and empowering Signature Bankers to deliver exceptional client experiences. This role is accountable for the effective day-to-day leadership of the team, ensuring the delivery of sound advice, proactive relationship management, and seamless administration across the assigned book of business. The Senior Manager and Team Lead also oversees the provision of tailored banking and lending solutions, fostering a culture of service excellence and results achievement.

In addition, the incumbent is accountable for coaching and employee development, overseeing compliance standards and resource management with the assigned team and liaising with the National Head Office Team on updates, enhancements, and training. The Senior Manager and Team Lead is also responsible for the teams’ deepening and client primacy goals.

As a Senior Manager and Team Lead, the incumbent will work closely with key partners and stakeholders to provide direction to team members to achieve Signature’s strategic objectives.  

Accountabilities

Inspire, lead, and develop a diverse service-centric team by:

• • 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
  • Embracing and championing change management initiatives across the team by ensuring clear communication and providing support and coaching in a fast-paced, agile environment
  • Coordinating peer-to-peer support for new employees within the team and across Signature regional teams
  • Providing regular coaching, feedback, direction and support to direct reports and peers
  • Recognizing and rewarding success, informing, and supporting individual development plans, and managing non-performance
  • Planning and leading monthly team skills development sessions while facilitating the sharing of best practices in collaboration with the National Head Office Team
  • Supporting the National Head Office initiatives by identifying opportunities for process optimization and leading banker enablement
  • Managing workload and vacation coverage for team to ensure a service continuity and a consistent client experience
  • Proactively resolving conflicts and negotiating win-win solutions to maintain team alignment and performance
  • Monitoring formal client complaints and resolving escalated concerns in a timely manner

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 reviews
  • Maintaining oversight of all team compliance dashboard metrics, ensuring outstanding issues are resolved in a timely manner
  • Ensuring team stays current on retail lending compliance, regulatory compliance, and custody requirements and changes
  • Monitoring team’s strict adherence to Bank security procedures, including retail lending policies and processes, assigned authorities and limits
  • Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate.
  • Understanding how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
  • Creating an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.

Developing and Managing Talent & Team Culture by:

• • Building a high-performance environment and implementing a people strategy that attracts, retains, develops, and motivates their team
  • Fostering an inclusive work environment by using a growth coaching mindset and leading by example; communicating vison/values/business strategy; and managing succession and development planning for the team

Dimensions

• Thorough knowledge of all commercial, retail, and business banking product solutions, services, and credit principles
• Thorough understanding of tax, estate, financial planning, and investment vehicles
• Thorough knowledge of Scotia Wealth Management business lines and offerings
• Thorough knowledge of people and performance management techniques
• Ability to engage with professional clientele in both business and social settings, demonstrating a high degree of poise and professionalism
• Expert interpersonal and communication skills; ability to develop solid partner and client relationships
• High degree of flexibility to adapt to a wide variety of tasks and functions
• Strong computer skills and ability to learn and navigate a variety of Bank systems
• Ability to work independently and confidently within the authority and limits assigned
• Sensitivity to client needs and privacy; ability to skillfully position enhanced due diligence to build and maintain strong client relationships
• Ongoing development of your skills will be facilitated through the National Head Office Team

Education/Experience/Other Information

• 5+ years Retail or Business banking experience with minimum of 2+ years leading a team with a proven track record of employee development and coaching
• University degree or college diploma 
• Industry certifications (CSC, PFP, CFP)
• Strong knowledge of the regulatory environment applicable to the Investment Management Industry

« In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.”

#SWM 

Location(s):  Canada : Quebec : Montreal 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.