Manager Associate Private Bankers - Scotiabank, Saskatoon

The opportunity

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 successful candidate will be required to travel between provinces as part of their responsibilities.

Day-to-day

In this private banking management role, you will be responsible for leading 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
• Creating a team environment by supporting and providing effective backup management in the absence of the Private Banker
• Monitoring recorded customer concerns and resolving escalated concerns and issues

You will also provide leadership in the onboarding and management of client relationships by:

• Accompanying Private Bankers on client meetings and calls as required
• Understanding the client’s financial goals and preferences, analyzing and anticipating their needs and recommending appropriate solutions
• Providing end-to-end ownership over advice-based solutions including account opening, investments, credit cards, lines of credits and mortgages
• Identifying opportunities to expand existing relationships and make referrals to Scotia Wealth Management partners in response to changes in the client’s needs or preferences

Additional responsibilities include supporting the team's designated portfolio of less complex credits, inspiring and developing a diverse service team, and leading the administration and compliance functions for the assigned team.

Requirements

To be successful in this banking career opportunity, candidates should possess the following qualifications:

• 5 years+ Retail or Commercial banking experience
• Experience with employee development and coaching
• Experience with client service standards and change management
• University or community college degree preferred

Who you'll work with

As a Senior Associate Private Banker, you will work closely with the Team Lead and provide direction to team members in a manner consistent with the overall Private Banking strategy. You will collaborate with Private Banking Head Office on updates, enhancements, and training, while building a high-performance environment and implementing a people strategy that attracts, retains, develops, and motivates your team.