Branch Manager Iii jobs at Td Bank in Canada, Edmonton

CUSTOMER

• Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
• Responsible to lead all aspects of account management, credit and operational risk for an assigned portfolio
• Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions
• Actively use sales platforms to build a robust understanding of our customers/target needs, industries, and markets
• Understand customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
• Possess and constantly build expert knowledge of the market, customers, and broader economic factors
• Develop and maintain centre of influence strategies and relationships
• Identify customer/prospect referral opportunities to internal Bank partners that meet customer needs
• Enhance TDBG brand by participating in networking events

SHAREHOLDER

• Develop / implement sales strategies to proactively attract, acquire and retain customers / business development opportunities and referrals, to increase profitability and enable business growth, in line with risk profile of the customer
• Build new relationships and deepen existing customer relationships by consistently following the Business Banking Relationship Methodology (BBRM)
• Promote and offer full suite of products, sales, services and banking capabilities
• Meet or exceed business targets
• Negotiate to maximize profitability of relationships with existing customers based on the customer risk profile.
• Prepare credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation.
• Oversee the management of accounts to ensure they are appropriately monitored and remain within guidelines and assigned limits.
• Renew credits in a timely manner, meeting targets for expired credits.
• Understand the market and the industries within the portfolio to ensure value added service is provided to clients while mitigating risk to the Bank
• Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Ensure compliance with regulatory and operational risk requirements
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Develop a productive relationship with external partners as means to identify new business opportunities

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
• Provide thought leadership and/ or industry knowledge for own area of 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
• 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
• Provide mentorship by sharing knowledge and experiences and leveraging best practices
• Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

• Expert level professional role primarily accountable for origination of new business and relationship management of existing customers for the Commercial Business segment
• Manages a portfolio in line with the business sales model characterized by moderate to high cash management, deposit and credit complexity requirements
• Interpret and analyze customer financial statements with expert level credit acumen
• Identifies referral opportunities across business lines and segments
• Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
• Solves problems of moderate to high complexity and recommend new product and service solutions
• Possesses an expert level knowledge of products, sales, services, credit management practices and processes, methods and operating standards to drive business performance
• Works independently with minimal management guidance and supervision
• Executes and may support others in complex account management processes – structures sophisticated solutions and advice
• Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
• Compiles and interprets market intelligence to assist senior management with strategic direction for the business unit
• Generally, reports to the Senior Manager Commercial Services

EXPERIENCE & EDUCATION

• Undergraduate/Graduatedegree and/or
• 7+ years of relevant experience

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Job Description:

A typical day at work might look like:

• Mentor the team on advice-giving strategies on banking solutions to improve the overall customer experience and financial confidence

• Promote TD's image and goodwill within the community by participating in community events

• Enhance customer experience by understanding their financial needs and providing appropriate solutions

• Act as the highest point of escalation for the branch to ensure customer issues are handled in the best course of action and participate in the resolution of reported matters when required

• Oversee complex branch administrative duties for mutual funds, real estate secured credit, and other compliance-related issues

• Ensure overall employee scheduling is optimal

• Develop and implement business development strategies within the budget and communicate results to the team to meet business objectives

• Ensure accuracy of all customer transactions as per TD's policies to achieve operational excellence

• Mentor the team on offering One TD solutions and building lasting relationships with customers

• Liaise with Wealth and Business Banking to stay updated with processes, emerging issues, and industry regulations

• Cultivate a positive and customer-focused work environment that builds productivity, innovation, operational improvement, and professionalism

Job Requirements:

• Undergraduate degree and/or over 5 years of relevant experience

• Completion of Branch Compliance Officer (BCO) and IFIC or CSC Course

• A strategic thinker with extensive knowledge of advanced investing and credit processes, policies, programs, and systems to provide tactical direction to senior leadership

• Proficiency in software tools including MS Office, and internet application

• Strong communication skills to liaise with customers, employees, and cross functional teams

• A thorough and accurate decision maker who can exercise discretion and judgement skills when working with confidential information

• A dedicated and committed leader who can make an impact on the team and positively influence them and achieve results with effective negotiation, problem-solving and communication skills

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.

TD Wealth Private Investment Advice (PIA) is ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs. The advisors work with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long-term.

Key responsibilities:

• Provide and deliver a high level of administrative support to the branch while ensuring high quality service and professionalism at every client interaction; going above and beyond where required
• Support the Manager Client Service (MCS) in functions related to overall operations and day to day administration
• Implement effective communication of all operational, administrative and regulatory /compliance activities as required. Support the team by continuously developing increased knowledge in all branch processes
• Support coordination of equipment needs for system access, IT support, and able to provide training support where required for branch staff
• Coordination and handling of all premise's issues including building issues, seasonal and promotional displays
• Maintain and provide ongoing support and improvements to the branch filing system
• Perform office duties as assigned; ensuring changes are implemented and communicated to staff when required to ensure a high level of compliance following audit procedures
• Support the team by actively promoting/supporting key firm/branch initiatives
• Actively suggest improvements that focus on TD’s vision of building a better bank and above average standards
• Identify areas to reduce costs on expenditures and bringing ideas to MCS and/or BM for improvement
• Support an up-to-date Business Continuity Management (BCM) Plan and ensure details are communicated to and understood by all staff implementing changes where required.
• Support the branch professionals where required including client requests
• Be an advocate for the client experience
• Other Sundry duties as assigned

As the Business Operations Support Representative will be located at Reception, the role will also be responsible for:

• Greeting clients and/or guest to the branch and respond to their requests in an efficient manner
• Answer and support the branch phone lines as required and direct calls and/or completes the request for the client thus demonstrating strong customer service attributes
• Make changes to branch directories when required
• Control the distribution of outgoing and incoming mail, courier bag and reports, faxes and transit mail by following internal control measures
• Support business meetings including set up, catering requests, and manage branch Boardroom schedule

Requirements

• Undergraduate Degree or Community College Diploma in Business preferred
• Completed or pursuing industry related courses would be considered an asset
• The ability to work both as part of a team and independently to complete tasks
• Prior administrative experience an asset
• Possess excellent communication skills
• Proven ability to deliver a high level of service
• Detail oriented and highly organized
• Ability to work in a fast-paced, dynamic environment
• Proficient with MS Office Suite

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.