Customer Service Manager, Private Banking 1859

Working in a dynamic, collaborative, team-based environment and reporting to the Regional Administrative Manager, As Customer Service Manager - Private Banking 1859 you will focus on and be responsible for applying the Private Banking 1859 vision and playing a key role in your branch's (or branches') operations. You'll listen attentively to your employees, be actively involved in their daily coaching, and ensure your team's professional development.

Your role:

• Supervise administrative operations and daily compliance of the Private Banking 1859 branch network.

• Lead a team of Banking Associates, receptionists, and administrative staff while structuring the activities of a team of Senior Private Bankers daily.

• Identify and cultivate business opportunities in the market, expanding the client base and contributing to the establishment of effective business development strategies. Attending client events & networking sessions.

• Oversee the seamless functioning of daily branch operations, including account management, cash management, securities transactions, receipt and delivery management, correspondence handling, scheduling, and staffing.

• Ensure a consistent Red Carpet client experience across the PB1859 network, maintaining operational quality and compliance standards in alignment with established policies and procedures.

• Communicate, uphold, and ensure compliance with administrative policies and procedures.

• Provide advisory input to the RVP regarding the performance and quality of work by the team of associates under your supervision.

• Contribute to the Bank's business development by fostering the development of effective policies, programs, and strategies. Work with RVP to lead office meetings and initiatives.

• Escalate, negotiate, and coordinate with various internal and external partners to resolve complaints and issues.

• Serve as a change agent in implementing special projects initiated by the Head Office.

Your Team:

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on topics such as banking solutions and management to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Basic requirements:

 • Bachelor's degree and a minimum of 5 -10 years of experience, including one year in a similar function or at least 1 year in personnel management combined with business development and customer service

• Recognized banking expertise (processes, products & applications) Expertise in compliance

• Experience in coaching, training personnel, and conflict resolution, an asset

• Excellent interpersonal and communication skills, with a strong ability to effectively articulate National Bank’s strategy and capabilities within the marketplace.