Retail banker Jobs in Surrey, BC
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Retail banker • surrey bc
Last updated: 18 hours ago
Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by : .
Managing a team of Private Banker’s, Associate Private Banke...Show moreLast updated: 30+ days ago
As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse a...Show moreLast updated: 7 days ago
If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 27 days ago)
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers'...Show moreLast updated: 2 days ago
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.The Associate Director & Team Lead position is responsible for the operation and achievements...Show moreLast updated: 30+ days ago
We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work.Our team members h...Show moreLast updated: 30+ days ago
Secondary (high) school graduation certificate.Manage staff and assign duties.Develop and implement marketing strategies.
Plan budgets and monitor revenues and expenses.Resolve issues that may arise...Show moreLast updated: 8 days ago
New Westminster British Columbia Canada.Personal & Commercial Banking.TD is committed to providing fair and equitable compensation opportunities to all colleagues.
Growth opportunities and skill...Show moreLast updated: 1 day ago
We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives.
Joining Advantage Solutions...Show moreLast updated: 18 hours ago
Associate Director & Team Lead
ScotiabankLangley, BC, CAFull-time
- Promoted
Retail Store Associates
Savers / Value VillageCoquitlam, BC, CanadaFull-time +1
Banking Center Relationship Banker 1
Webster BankBC GuilfordFull-time
Personal Banker
The Toronto-Dominion Bank (Canada)New Westminster, British ColumbiaFull-time
Associate Director & Team Lead (225333)
Scotiabank Global SiteLangley, British Columbia, CanadaFull-time
Universal Banker I
Canadian Imperial Bank of CommerceNew Westminster, British Columbia, CanadaFull-time
bakery manager - retail
Mundy Park BakeryCoquitlam, Metro Vancouver Regional District, CanadaFull-time
Personal Banker
The Toronto-Dominion BankNew Westminster, British Columbia, CanadaFull-time
- Promoted
- New!
Retail Sales Specialist
Advantage Solutions Inc.Langley, BC, CanadaFull-time
Associate Director & Team Lead
ScotiabankLangley, BC, CA30+ days ago
Job type
- Full-time
Job descriptionLeading, coaching and motivating sales team to achievement of profit plan. Developing and obtaining agreement on individualized development plans to close any competency gaps. Broadening knowledge base to ensure sales teams have all service and credit capabilities necessary to promote same to existing and prospective clients. Determining the assignment of client relationships and allocation of account loads Using observational and results-based coaching to ensure the team achieves key financial and developmental goals including executing new client acquisition strategies, identification of additional wealth / banking opportunities and retention of existing high value clients. Establishing and monitoring performance objectives and measures, and providing timely performance (& non-performance) feedback with regards to roles, tasks and expectations Effectively utilizing and developing staff to fill the needs of Private Banking unit and longer-term requirements of the Bank. Negotiating customized or standard Bank terms, conditions, structuring fees / interest rates, documentation, effective and competitive financing proposals with customers, culminating in the closing of transactions. Deepening profitable, mutually beneficial relationships between clients and Private Banking / Wealth Management Partners. Providing relationship banking and the highest quality of administrative support to a portfolio of complex, high net worth / ultra high net worth clients. Using knowledge of Scotiabank’s diverse products and services to anticipate client needs and proactively deliver solutions (including Commercial Banking, Scotia Capital and Retail). Managing client relationships to ensure that credit facilities and accounts are operating in a manner which is satisfactory to the Bank. Providing oversight and review of commercial credit structured and submitted to Global Risk Management and coach development of (Sr.) Private Banker / Trainee credit writing skills, management of in-house credits within approved limits. Ensuring compliance with regulatory activities and guidelines, including Privacy and Anti-Money Laundering / Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety. Ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Principles. Completing periodic monitoring activities as required confirming compliance with bank policies and effective risk management is in place. Monitoring client account activity and reporting unusual or suspicious transactions in accordance with policies and escalate as appropriate. Escalating fraudulent activities, unusual occurrences, issues, deficiencies, or trends as applicable Adhering to Bank standards, policies and business practices to ensure that the team meets appropriate regulatory and compliance requirements as they relate to both new and clients and accounts. Ensuring daily and periodic management controls are in place and effective. Monitoring non-interest expenses against planned budgets, ensuring that the Manager, Client Services has appropriate and reasonable explanations for variances. Ensuring workflows and organization plans are efficient and effective. Providing direction, guidance and support to the Manager, Client Services as required, through coaching and periodic participation in Service Meetings and Skill Buildings sessions. Reviewing recorded client concerns and resolve escalated concerns and issues to ensure that the Bank’s Customer Complaint Resolution Process is in place and effective. Minimum 5 years of commercial lending experience and 10 years banking experience University degree (BComm, MBA, CFA), in addition to industry courses (eg. CSC, PFP, CFP) Must be an experienced banker with exceptional interpersonal, leadership and business development skills
Is this role right for you?
In this role you will :
Drive business development, maintaining a strong market profile, both internally and externally, within the assigned geographic area by :
- Managing a team of Private Banker’s, Associate Private Bankers and Senior Associates towards achievement of team financial and developmental goals.
- Actively marketing customized Private Banking credit solutions (Total Wealth Credit Solution), to support wealth creation or diversification strategies, insurance solutions, currency and interest rate risk management.
- Developing and executing new business strategies at the team level to attract and retain high net worth clients.
- Conducting prospect meetings, skill building sessions, coaching routines to support team objectives
- Identifying prospects and referrals from internal and external networks / COIs.
- Developing commercial credit proposals for new / existing customers and manage approval process
- Identifying referral opportunities to Scotia Private Client Group partners, ScotiaMcLeod, Commercial Banking, Retail and other key partners (Roynat, GTB, International, Scotia Capital, etc.).
- Managing the team’s new business pipeline and coach to convert sales opportunities to closed transactions.
- Maintaining a sustainable prospect sales pipeline, conducting sales calls and qualification of opportunities based on customer information and due diligence.
- Negotiating the business unit’s goals.
- Utilizing the Financial Planning process to develop an in-depth understanding of client needs and serve as a conduit for referrals to the SPCG Team of Experts.
- Developing multiple service client relationships based on formalized client strategies.
- Engaging and informing the designated Team of Experts as to changes in client information and priorities.
Provide Sales Management Leadership to a team by :
Lead Portfolio Management and Risk Mitigation by :
Maintain Operational Effectiveness by :
Do you have the skills to enable you to be successful in this role? We would love to work with you if you have :