Manager Client Services Ii - Ottawa, Canada - TD Bank
Description
TD Description
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Department Overview
- This role is responsible for leading a team of highly skilled support staff with diverse capabilities conducting daytoday operations of a fastpaced branch ensuring a positive working environment, change management, consistent process improvements, and adherence to everchanging regulatory and control requirements
Primary Businesses:
Private Investment Advice, Private Investment Counsel
CUSTOMER:
- Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
- Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
- Provide leadership for all national and branch projects and initiatives;
- Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early
- Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required
- Assist CSA team with day to day problem resolution and escalation requests
- Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
- Provide leadership for all national and branch projects and initiatives;
- Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early
SHAREHOLDER:
- Supervise daytoday operations / activities, balance workloads, ensure compliance to internal / external requirements and the achievement of service level standards
- Coach and develop employees to proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals
- Resolve escalated matters and refer complex issues / situations beyond own level of expertise
- Ensure adherence to operating standards and processes
- Review and/or update procedures ensuring all functions and systems are well documented
- Ensure necessary due diligence to support the accuracy of all client transactions / activities
- Protect the interests of the organization identify and manage risks, and escalate nonstandard, high risk transactions / activities as necessary
- Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
EMPLOYEE TEAM:
- Lead, coach, develop and oversee a diverse team of Client Service Associates and other branch support staff
- Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
- Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
- Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
- Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives
- Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
- Act as a brand champion for the business area/function and the bank, both internally and/or externally
BREADTH & DEPTH
- Lead a team and oversees the most complex or diverse operations or functional area (for PIC and PIA as well as Largest revenue generating NIAT Branches) impact a significant part of the organization and entail leading teams in completing multiple step transactions / processes / activities that may involve numerous systems and/or jurisdictions, and range in complexity from medium to high
- Requires strong process management knowledge and understanding of the business and operational function areas supported
- Manages team requiring workforce to decision on acceptable level of risk
- Moderate to High risk potential (loss/reputational) for functional area
- Plans, organizes and coordinates the activities for own area and resolves operational issues and work focus time horizon is generally medium term
- Decision making authority and ambiguity and nature of issues managed are generally more complex, risk oriented, time sensitive and/or impacts a significant part of the organization
- Effectively handles critical and/or high risk issues, determining the most appropriate course of action for resolution
- Generally reports to the Branch Manager
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