Mortgage Branch Manager Category Sales & jobs at Us Bank in Canada, Calgary

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Job Description:

and corporate clients, as well as high-net worth clients and retail mutual funds.

Key Accountabilities

• Responsible for partnering with the Regional Vice President and co-managing an assigned territory of portfolio managers and investment advisors.
• Become an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel.
• Executes on the business plan, meets activity targets and ensures an excellent customer experience.
• Develops new business and increases share of wallet within the region by proactively attracting, acquiring and retaining customers.
• Works collaboratively with internal partners to maximize distribution effectiveness and provide a seamless client experience.
• Works on investment strategy and portfolio construction analytics
• In-depth understanding of TDAM products and those of key competitors
• Upholds corporate and industry sales practices.

Skills & Experience Required

• University degree
• Preference given to industry accreditations (CFA, CIM, FCSI)
• 3+ years of industry sales experience
• In-depth knowledge of both asset management and wealth management industry
• Effective presentation and communication skills
• Strong interest in capital markets
• Excels in a sales environment

** 4 days in the office required for the role**

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.

• Plan, communicate and execute on sales and business development activities to achieve branch business objectives
• Ensure necessary due diligence (i.e. accuracy of information) to support the accuracy of all client activities, i.e., Know Your Client, etc.
• Ensure client needs are fully assessed and that referrals to other areas of TD Wealth are made smoothly and effectively
• Assist in the negotiation and resolution of significant client issues
• Actively participate in branch meetings, facilitatepresentations/trainingsession and arrange for guest speakers as required
• Actively promote the TD Private Wealth Management image and brand within the community through participation and leadership in business groups, and related activities
• Contribute to the development and implementation of sales strategies to achieve business objectives and sales goals
• Actively demonstrate a leadership role in the Client Experience Program through monitoring and contributing to the branch success in achieving branch CEI targets
• Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
• Coach and develop employees to proactively identify client product and services needs and to deliver on the business sales, advice strategies and individual goals
• Ensure necessary due diligence to support the accuracy of all client transactions / activities
• Follow and ensure employees understand and apply bank operating policies and procedures
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Lead relationships with business lines / corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements
• 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
• Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
• Contribute to the management of the overall team providing both leadership and guidance
• Set targets and objectives for the team, and deliver results
• Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
• Co-lead a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
• Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
• Manage employees in compliance with all human resources policies, procedures and guidelines of conduct
• Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams
• Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes
• Contribute to the recruiting process and ensure a highly diverse, qualified workforce to achieve business objectives
• Establish and foster a cohesive team; promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
• Act as a brand ambassador for the business area/function and the bank, both internally and/or externally
• Oversee a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
• Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning
• Requires expert process management knowledge and the risk profile for team processes supported
• Lead teams with multiple points of internal and external contact (may include direct contact with Clients)
• May manage over a diverse geographic jurisdiction
• Oversee management of team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area
• Act as second-highest point of team escalation for resolution and provides direction to resolve issues or escalate
• Involves regular contact with cross-functional teams across TDBG or external contacts and/or clients
• Generally reports to a PWM Branch Manager
• Undergraduate university degree
• Registered with IIROC as a Registered Representative and Supervisor
• Mutual Fund Branch Managers Compliance Officer certification (or equivalent) is required
• Investment Management course, CIM or CFA is an asset
• CFP or PFP designation (CFP preferred) is an asset

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.

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, action planning, and training sessions

• Contribute to the success of the team by willingly assisting others in the completion of assigned duties, provide training, coaching and/or guidance as appropriate.

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

BREADTH & DEPTH:

• Professional role with a focus on providing business development, customer relationship management and/ or sales advisory support within their own area of specialty

• Requires expanded knowledge of products/services and key competitors

• Understands key business and customer drivers and processes in the context of own work

• Identifies referral opportunities at increasing levels of complexity

• Sound knowledge of assigned customers’ needs, the competitive landscape and broader market factors

• Coordinates activities and timelines across multiple teams to ensure customer needs are met

• Executes a moderately complex sales or account management process, focusing on “features” selling and customer data gathering

• Investigates and analyzes possible alternative solutions and approaches based on documentation of the customer fact pattern

• Impacts sales achievement of their own and related teams

• Simplifies information to customers, clarifies unique situations and leads coordination of information to ensure service and standards are met

• Work performed under management guidance and supervision

• May identify and contribute to problem resolution

• Generally reports to a Manager or above

EXPERIENCE AND / OR EDUCATION

• Undergraduate degree or community college diploma preferred

• Minimum 3 years of experience working directly in a client facing, sales or relationship focused role

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.

CUSTOMER

• Maximize support in relation to credit administration
• Maintain good relationships with partners including follow-up, responding to questions, and ensuring that customer problems are handled appropriately, escalating issues to MMS or DM when necessary
• Gather client documentation after initial MMS customer meeting
• Process assigned work volumes in an accurate and efficient manner, supporting the Specialist and business timeline commitments

SHAREHOLDER

• Ensure all supporting documentation is received and validated, according to internal processes and/or business/industry regulation, to provide complete and accurate information for credit requests
• Contribute to achievement of MMS credit quality objectives and meeting or exceeding individual targets
• Meet and where possible exceed timeline commitments by processing transactions and replying to requests accurately and on time
• Partner with administrative support groups to facilitate the end to end credit decision process
• Support the achievement of business objectives by supporting sales goals
• Understand and apply bank and business channel operating policies and procedures
• Contribute to business objectives for Operational Excellence and support process improvement opportunities
• Escalate non-standard or high-risk transactions / activities as necessary
• Be knowledgeable of and comply with Bank Code 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
• Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
• Participate in team meetings, employee surveys, action planning, and training sessions
• Contribute to the success of the team by willingly assisting others in the completion of assigned duties
• 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

• Requires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact
• Requires a broad knowledge regarding basic product suite of business supported
• Understands how the assigned duties relate to others in the customer or sales team and how the team integrates with others
• Identifies and assesses customer problems in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion
• Impacts team results through the quality of the services or information provided to customers
• Follows standardized sales and customer service procedures and practices and recommends opportunities to improve processes in their own work area
• Uses communication skills to exchange/clarify product/process information with composure and ensures underlying details are understood
• Requires working knowledge and skills developed through formal training or work experience
• Generally reports to a Manager or above

EXPERIENCE & EDUCATION

• Minimum 1 year working in a client facing and/or administrative role

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.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.