Client Experience & Sales Team Leader

Scotiabank; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Manager to lead a high-performing team of Customer Service Representatives and Investment Representatives in Montreal. The role focuses on performance coaching, customer experience enhancement, and team development. Successful candidates will have a strong background in customer service and team leadership. This position fosters an inclusive and supportive work environment.

Benefits

Inclusive work environment

Career advancement opportunities

Employee benefits program

Qualifications

• 3-5 years experience in brokerage/financial industry or call centre management.
• Proven ability in team coaching and achieving sales results.
• Strong experience in customer service management.

Responsibilities

• Manage and coach a team of CSRs and IRs to meet performance objectives.
• Promote delivery of high-standard customer service and resolve issues.
• Identify training and development needs for team members.

Skills

Team Leadership

Coaching

Customer Service

Problem Solving

Communication

Education

University Degree in Business or related discipline

Canadian Securities Course

Options Licensing DFOL

Tools

CRM Platforms

Excel for Analytics

Job description

A leading financial institution is seeking a Manager to lead a high-performing team of Customer Service Representatives and Investment Representatives in Montreal. The role focuses on performance coaching, customer experience enhancement, and team development. Successful candidates will have a strong background in customer service and team leadership. This position fosters an inclusive and supportive work environment.