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Assistant Branch Manager Trainee


Victoria, BC V9B 2X8
27 Oct 2017
  • Customer Service / Client Care
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Job Details

Assistant Branch Manager Trainee

Leads and oversees the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch ensuring business strategies, initiatives and specific individual goals are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures

Key Accountabiltes:
Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Contributing to the overall Net Promoter Score by identifying opportunities to enhance the customer experience by:
Ensuring team members have a clear understanding of the branch’s financial and non-financial goals
Collaborating effectively with Branch Partners (Scotia Wealth Management, Scotia Asset Management, Commercial Group, Scotialife Financial etc.) to promote the “One Bank” initiative.
Demonstrating and coaching to the Service Basics* during and after customer interactions and providing transaction authorizations and review as required.
*Provide consistently excellent customer experiences and demonstrate ‘Our Service Promise’ by being best at the basics:  Friendly, Willing to Assist, Efficient and Professional

Ensuring every customer experience is consistent with Scotiabank’s service standards and customer concerns are resolved quickly and efficiently, escalating to the Branch Manager and/or the Office of the President as appropriate.
Executing sales & service management activities as outlined in the Branch Management Disciplines.
Ensuring the Branch presents a professional image according to Bank and Brand Care requirements.
Championing growth in customer adoption of digital banking activities and self-service channels.
Oversee the implementation of the Bank’s policies, practices, special initiatives and procedures to minimize Bank’s exposure to risk by:
Accurate and timely completion of daily and periodic monitoring activities (eg. Automated Control System (ACS) activities, Worklist Management Exceptions) to support a culture of doing it right the first time, and confirm compliance with bank policies and effective risk management is in place
Reviewing and providing oversight of Real Estate Secured Lending (RESL) Credit Files prior to submission to Pre-Fund Review team
Executing duties of Assistant Branch Compliance Officer (ABCO) (if designated by Manager), for the sale of Mutual Funds, ensuring branch compliance with Mutual Fund Dealers Association (MFDA) rules and regulation as well as Scotia Securities Inc. (SSI) guidelines/processes (as applicable)
Assigning, in conjunction with the Branch Manager, position authorities for team members; arranging cover for authorizations during necessary absences.
Monitoring and taking appropriate action on deficiencies with Branch premises, systems, equipment and supplies, including ensuring ABMs are serviced and stocked.
Ensuring Branch cash, custody and security procedures and policies are in place and required checks are completed within mandated times.
Provides human resource administration support for the Branch team (eg. Submitting HORIZON maintenance, vacation management, managing Leaves of Absence etc).
Acting as main point of contact for internal support services groups, including:
The Customer Contact Centre (CCC), on issues related to customer enquiries, complaints/escalations
The Shared Services Group (SSG), who work with the Branch to support/enable sales and service to our customers (eg. Support with Customer Transactions, Investments, Fulfillment; National Collections Centre, Central Mortgage Unit, Commercial/Corporate/Small Business functions etc.).
The Centralized Accounting Unit (CAU) for Investment Platform processes that cannot be completed in Branches due to system restrictions.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.
As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. 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. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Visit our website for a complete listing of available positions:


Posting Code: TJVAN

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