3 дня назад
Regional Associate
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Associate (Client Support and Banking Operations): Building and growing client portfolios through relationship management, investment advice, operational reporting, onboarding, and people leadership with an accent on mortgage and investment products, regulatory compliance, and service delivery. Focus on coaching high-performing teams, improving workflows and reporting, and solving complex operational problems with detailed data analysis.
Location: Vancouver, BC; on-site and remote work proportions will be discussed during the interview
Company
is a relationship-oriented bank providing banking, investment, mortgage, and client service solutions.
What you will do
- Build and grow client portfolios through relationship management, investment advice, and client service.
- Develop reporting capabilities to track operational service targets, achievements, and performance.
- Improve workflows, processes, data management, and reporting accuracy.
- Manage onboarding and termination processes for employees across regional teams.
- Lead and coach high-performing leaders and support employee development.
- Coordinate referral, partner rewards, and points-based programs.
Requirements
- In-depth understanding of mortgage and investment products.
- Strong knowledge of mortgage industry compliance and regulatory requirements.
- Experience leading and developing diverse, high-performing teams.
- Strong organizational, problem-solving, verbal, and written communication skills.
- Ability to work independently and collaboratively, adapt to urgent requests, and communicate detailed information clearly.
- Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
- Vacation offering, wellbeing support, and employee recognition programs.
- Opportunities for professional growth and development, including a paid Purpose Day.
- Inclusive and accessible candidate and employee experience.
Hiring process
- Interview discussions will clarify the proportion of on-site and remote work.
- An attribute-based assessment or skills tests, including French proficiency testing where applicable, may be required.
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