Manager,Personal Financial Services Futures Estrie Job Montérégie area,Province de Québec Canada,Finance & Banking

Position: Manager, Personal Financial Services -- Futures opportunities Estrie

Description

CUSTOMER

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

Provide sound advice with every customer interaction, contributing to an exceptional customer experience

Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions

Improve customer financial confidence through ongoing dialogue and by answering questions

Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs

Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances

Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary

Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations

Assist with maintaining 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 space in which the personal banker occupies

Support the frontline with transactions, as necessary

May act as a point of escalation and support for the frontline and advice colleagues, ensuring customer problems are handled appropriately, when required

SHAREHOLDER

Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growth

Promote and offer full suite of products, advice, services and banking capabilities

Contribute to business objectives for Operational Excellence

Support the timely and accurate completion of business processes and procedures

Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary

Ensure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulations

Identify, suggest and actively participate in process improvement opportunities

Ensure necessary due diligence to support the accuracy of all transactions / activities

Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts

Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

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

Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit; demonstrate ability and commitment towards reaching expert level within role

Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques

Participate in personal performance management and development activities, including cross training within own team

Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities

Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.

Contribute to a fair, positive and equitable environment that supports a diverse workforce

Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers

Requires specialized skills and expertise in a…

Manager, Personal Financial Services Futures Estrie