Requisition ID: 228052
Join a purpose-driven, winning team committed to results within an inclusive and high-performing culture.
The Team Lead, Service will oversee the regional client servicing team of Client Service Specialists (CSS) for Commercial Banking Distribution. They will ensure that business strategies, plans, and initiatives are executed in compliance with regulations, policies, and procedures. The role involves managing a team responsible for delivering high-quality, accurate client data, service, and support across all client Commercial portfolios.
Responsibilities include leading end-to-end client-centric service for new and existing clients, liaising with internal partners and external parties to ensure quality in financial reporting, funding requirements, onboarding, and resolving escalated client challenges. This position is specific to servicing all segments in Commercial Banking Distribution and will collaborate closely with RBBO – BSC leaders to improve processes.
Is this role right for you? In this role, you will:
- Lead and foster a customer-focused culture to deepen client relationships and leverage broader bank resources.
- Coach the team to deliver exceptional service, ensuring a seamless end-to-end client journey.
- Maintain service quality and consistency while seeking continuous improvement opportunities.
- Monitor performance metrics, analyze trends, and make data-driven decisions to enhance client satisfaction.
- Consider the bank’s risk appetite and culture in daily activities and decisions.
- Create an environment promoting effective operations aligned with the bank’s values, policies, and controls, including compliance and risk management.
- Build a high-performance team through strategic hiring, development, motivation, and fostering an inclusive environment.
- Travel regularly within the region, with limited domestic travel.
Do you have the skills that will enable you to succeed in this role?
- Post-secondary education is preferred.
- 3-5 years of experience in Financial Services, especially in Commercial/Small Business sectors.
- At least 3 years of managerial or leadership experience.
- Strong sales, credit management, coaching, relationship-building, and leadership skills.
- Understanding of Commercial Banking objectives, strategies, and structures.
- Knowledge of client service standards, policies, products, and collateral documentation.
- Excellent interpersonal skills for relationship management and team facilitation.
- Working knowledge of compliance requirements specific to Commercial Banking.
- Strong decision-making, problem-solving, and relationship management skills.
- Knowledge of Canada’s financial marketplace, key industries, and competitive landscape.
- Familiarity with Bank’s business lending and deposit products and services.
What’s in it for you?
- Opportunity to join a forward-thinking organization with a collaborative team.
- Diverse professional development opportunities.
- Internal training to support career growth.
- Being part of an organization committed to community impact.
- Managing a team of 8-12 Client Service Specialists.
- Engaging with Mid-Market clients, including borrowing ($1MM to $25MM) and non-borrowing segments.
- Interaction with clients’ CFOs, Controllers, and industry contacts, as well as external professionals like solicitors and accountants.
- Managing ongoing operations and programs of specialized teams.
Location: Calgary, Alberta, Canada