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National Scotia Itrade Branch Service Case Study

388 Words2 Pages

• Lead National Scotia iTRADE Branch Service team
• Sustain overall operational efficiency and effectiveness of iTRADE Branch Service team
• Supervise iTRADE branch related operations, complaince and regulations
• Monitor adherence to operational guidelines, regulatory, privacy, compliance policies, AML/ATF, KYC, FATCA/CASL, CIPF/CDIC, etc.
• Review and authorize monetary adjustments and temporary funding for immediate trades
• Execute and maintain strong sales and service delivery platform across multiple internal distribution channels
• Review KYC and new account opening requirements from retail channel for immediate account approvals
• Report and prioritize system issues by risk exposure and client experience
• Review and recommend improvements …show more content…

• Identify knowledge gaps, drive training to improve employee engagement and increase iTRADE sales effectiveness through retail channel
• Project management – Scotia iTARDE conversion, Practice accounts, One Customer One Bank – call projection for iTRADE, STAR – new iTRADE transfer system, CRM, iTRADE Sales Automation, Atlas – OAM replacement
• Manage customer concerns, Team Voice and Office of the President issues
• Expert knowledge of Global Wealth and banking systems (AS400, Brodridge/ADP, Dataphile, SCORE, Sales Builder, Intralink)
• Implement and manage iTRADE Branch Support portal on Scotiabank Live
• Manage iTRADE portals on Intralink BRC site and Scotiabank Live (Branch Service)
• Manage and distribute branch communications/news items for iTRADE
• Create new hire training manuals, KRCs, and circulars
• Manage and enhance service to ensure effective and compliant delivery of excellent customer experience to internal partners
• Analyze TYPE and Branch Loyalty survey results to maintain excellent customer experience
• Design initiatives and tactics to improve customer experience
• Analysis of RIS report
• Proactively develop business plans to increase sales/funding and execute projects
• Work with Marketing, branches, and customers to identify business opportunities and

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