Associate Personal Banker assisting customers with banking needs at Wells Fargo. Building relationships through exceptional customer service and proactive outreach in Sparks and Reno, NV.
About the role
- Bilingual Supervisor responsible for supervising new account operations at Aviso Wealth. Ensuring compliance with regulatory requirements and internal policies for efficient processing.
Responsibilities
- Supervise and coordinate all activities of the department to ensure timely and accurate processing
- Department administrative duties include open/maintain accounts, client customer service, setup EFT banking information, system reconciliations, welcome letters, mail distribution, filing/scanning
- Handle all customer escalations (internal/external) and ensure customer service levels are maintained within the department
- Implement quality controls and facilitate regular quality assurance tests
- Collect and analyze key performance metrics for the department. Provide summaries of overall activity during the month, identifying any unique circumstances impacting the area and anticipated future events
- Provide recommendations to streamline/improve processes where appropriate
- Maintain current knowledge of industry regulations
- Update process maps and procedure manuals as required by changes in regulations, processing, and workflow
- Monitor department workload and assess requirements to handle changes in volumes. Plan resources by prioritizing functions and re-aligning resources to meet target deadlines
- Provide training and ongoing support to new and existing staff members
- Provide effective and ongoing performance feedback to staff members
- Facilitate staff meetings to provide department updates and to encourage the sharing of ideas, soliciting topics of conversation relevant to the team
Requirements
- Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
- In-depth knowledge of relevant regulatory requirements, the successful completion of the IFIC and/or the CSC is an asset
- 3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years
- Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
- Excellent interpersonal skills including delegation and mentoring
- Strong attention to detail and accuracy along with organizational, time management and administrative skills
- Ability to work under pressure, set priorities and meet time constraints
- Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail
- Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
- Highly motivated and results driven
- Intermediate computer skills in MS Word, Excel, Outlook, Access
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
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