Description
:CUSTOMER
Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations
Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience
Support ONE TD by identifying and referring customers to internal Bank partners as appropriate
Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends
Proactively obtain expert knowledge of TD mortgage lending products and sound knowledge of products
Ensure customer problems are handled professionally, escalating issues to management when necessary
Build and exhibit sales skills and credit knowledge and partner effectively within TD's employee-focused culture
Work closely with District Manager to make sales calls and conduct monthly coaching sessions
SHAREHOLDER
Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services
Proactively promote TD’s image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc.
Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodies
Understand the market and mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the Bank
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
Adhere to internal policies/procedures and applicable regulatory guidelines and 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
Complete all compliance training and attestations within required timelines
Be knowledgeable of and comply with Bank and Industry Codes of Conduct
EMPLOYEE / TEAM
Participate fully as a member of the team, promote 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
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
Contribute to a fair and positive working environment that supports a diverse workforce
Participate in team meetings, employee surveys,…
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