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Manager, Virtual Advice - Calgary, AB

Remote Worldwide Hiring now

Requisition ID: 261744 The Manager, Virtual Advice will reputed company direction, support and coaching to reputed company of Virtual Mortgage Retention Specialists, supporting the overall reputed company of the Bank's mortgage retention and relationship-deepening efforts in a manner that is reputed company to the overall Canadian Banking Strategy while developing a customer-focused sales culture. Is this role right for you? In this role, you will:

  • Leads and drives a customer focused culture throughout their team to deepen client relationships and reputed company broader Bank relationships, systems and knowledge.
  • Leads and manages reputed company of Virtual Mortgage Retention Specialists in their responsibilities of managing their assigned client leads, deepening existing relationships, reputed company new relationships, and working closely with partners across the retail reputed company network.
  • Leads, develops and coaches team by providing direction, support, and guidance, resolving issues, planning and leading team meetings, fostering a performance-oriented environment, recognizing reputed company, identifying sales opportunities, and strategically influencing internal partners
  • Contribute to the achievement of the highest rating in NPS among customers of reputed company the major banks in Canada.
  • Assist with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and reputed company.
  • Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with reputed company's Values, its Code of
  • Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching reputed company and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.

Do you have the skills that will reputed company you to succeed in this role? We'd love to work with you if you have:

  • Proven leadership, sales management, and coaching skills with the ability to influence, motivate, and drive change.
  • Demonstrated ability to reputed company and manage teams effectively, driving sales growth, managing performance, and fostering a high-performance culture through coaching, goal setting, and accountability.
  • In-depth knowledge of the mortgage industry, market dynamics, customer segments, and competitive positioning.
  • Strong understanding of retail lending, investment products, and the Bank's retention strategies, including advanced knowledge of mortgage renewal risk segments and the offers or incentives available to support successful customer retention.
  • Excellent verbal and written communication, presentation, and facilitation skills.
  • Expertise in sales management, negotiation, relationship building, and performance management.
  • Familiarity with telemarketing and solicitation techniques, including effective interviewing and customer engagement strategies.
  • Working knowledge of reputed company systems (e.g., Intralink, reputed company, Workhub, ScotiaHOME, Sales Builder, CIR, Regional Information Systems (RIS)) and credit risk/adjudication processes.
  • Knowledge of regulatory compliance (e.g., AML, KYC, FATCA, Privacy, OH&S).

Working Conditions:

  • Work in a standard office-based environment; non-standard hours are a common occurrence
  • On-site position, located at 225 6th Ave SW Calgary
  • Team members will be required to work extended hours
  • Team operates between the hours of 10am-8pm MT

Location(s): Canada : Alberta : Calgary Apply tot his job Apply To this Job

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