Banquier personnel principal - crédit Immobilier

Salary Details

$59,500 - $84,000 CAD

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Location:

Calgary, Alberta, Canada –

Hours:

37.5 hrs/week – Industry: Personal & Commercial Banking Services

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

In This Role, You Will

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences.
• Requires deep knowledge and expertise of the Real Estate Secured Lending products; with in-depth knowledge of investing, day‑to‑day banking, and all other TDCT products and services.
• Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bring in an expert for needs outside of capability.
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice.
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially regarding both personal banking and business banking products/services or policies/procedures owned within the Branch.
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which the Senior Personal Banker – Home Borrowing occupies.
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best service the customer's needs; responsible for being present in the community for additional customer outreach.
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
• Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures.
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD.

Job Requirements

• High School diploma and/or
• Post-Secondary or Undergraduate degree (in related field) preferred.
• 2+ years relevant experience.
• Investment Funds Canada (IFC) or equivalent.
• Certificate in Financial Services Advice (CFSA).

La TD est un chef de file mondial dans le secteur des institutions financières. Elle est la cinquième banque en importance en Amérique du Nord de par son nombre de succursales. Chaque jour, nous nous efforçons de rendre chaque interaction, chaque produit et chaque expérience remarquablement humaine et agréablement simple à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde.

Plus de 95 000 collègues de la TD mettent à profit leurs compétences, leur talent et leur créativité pour approfondir les relations, assurer une exécution rigoureuse et rendre l’expérience bancaire plus simple et plus rapide. La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle.

Ensemble, nous réimaginons l’expérience bancaire…