Regional Vice President, Referred Sales - Old Toronto, Canada - HomeEquity Bank

Description

Regional Vice President, Referred Sales - Banks & Credit Unions

Monday, May 27, 2024

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we're passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, witha range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.

Our Values, Our Passion

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

Courage to Act. Do the Right Thing

One Team. One Vision

Think Long-Term. Ever-Evolving

POSITION SUMMARY:

Reporting to the VP, Banks and Credit Unions, you are part of the Bank's Referred Sales Leadership team. You are a HomeEquity brand ambassador within the markets you serve. You are responsible for ensuring that company standards are achieved and maintained with targeted emphasis on continuous improvement, providing support and structure to our Business Development Team. We have ambitious goals at HomeEquity Bank, and you have the chance to play a significant role in helping us achieve those.

It is critical that you are a skilled communicator who is able to convey information, ideas and policy to all levels. This position will be located in Toronto.

MAJOR ELEMENTS OF THE ROLE:

The RVP, Banks and Credit Unions is responsible to plan, recommend and implement strategies to grow and develop the business within the Ontario market in support ofHEBobjectives. This includes the on-going support of a team of Bank Business Development Managers (BDM). This position plays an important role within the Bank because it requires an understanding of the reverse mortgage product and the Bank's business process and translates that to coach and assist our Business Development Managers in the field.

The ideal candidate must be results oriented and able to identify, manage, be well organized and work independently and has good communication skills, with a high priority and focus on excellent Customer Service.

Specific elements of the job include:

• Fosters a culture aligned to HEB's purpose, values and strategy and role models HEB's values and behaviours in all that they do.
• Ensures alignment between values and behaviour that advances diversity and inclusion.
• Develop and execute a market strategic plan to meet annual sales and revenue targets aligned to the overall business strategy and plan.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Identify opportunities for sales support to streamline the entire sales process along with measuring activities and results.
• Ensure BDM's meet weekly partner visit targets and ensure requisite Salesforce data updates are completely accurately and in a timely manner.
• Spend time in the field developing market level leadership connections, specifically with the various Bank and Credit Union sales leaders (i.e.: DVP/RVP).
• Identifies performance enhancement opportunities to significantly improve employee productivity, reduce costs, and manage risks.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Participates in projects and other activities designed to improve the partner and customer experience.
• Build and maintain strong market level leader relationships with partner Banks/Credit Unions.
• Exercises integrity and strictly adheres to HEB policies, procedures, and risk appetite.
• Builds effective relationships and routines with internal HEB partners (i.e.: Inside Sales, Operations, Risk, IT etc.)
• Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.
• Keeps up to date on all communications including changes to HEB policy and procedures.
• Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.

SKILLS AND EXPERIENCE REQUIRED:

• A University Degree or College Diploma
• Proven sales leadership experience and outstanding personal customer service standards
• Expert knowledge of the competitive marketplace and trends in mortgage sales.
• Strong people leadership skills
• Excellent verbal and written communication skills
• Excellent business and problem-solving skills
• Strong influence and problem solving skills
• Collaboration & team skills; with a focus on cross-group collaboration
• Able to manage ambiguity.
• Sound judgement and decision making.
• Technology skills - Excel, Outlook, Word Salesforce
• Hybrid work environment

WHY WORK AT HOMEEQUITY BANK?

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

A Dynamic Culture – With People at the Centre

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto's Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures , the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say 'great job' to their colleagues and leaders.

From our Appreciate Program to the High Five Award Program and President's Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

The Perks

HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits
• Employee & Family Assistance Program
• Employer-Matched Group Retirement Savings Plan
• Employee Share Investment Plan
• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
• Employee corporate discount for GoodLife Fitness

Stay in the Know

Find out what we're up to online, and learn more about what makes HomeEquity Bank a great place to work:

• 200 Bay St., Toronto, ON M5J 2J1, Canada