Jobs in Canada, Surrey

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

• 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

• Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
• Lead all aspects of relationship management 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 deep 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.
• Contribute to 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.
• 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 customer business and relationship management 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 deep 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 autonomously as the 'lead' and coaches and guides members within area of expertise
• Executes and may support others in complex account management processes – structures customized 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 that helps senior management with strategic direction for the business unit
• Generally, reports to the Senior Manager Commercial Sales

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:

Department Overview:

Job Description:

In this role, you will:

· Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

· Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

· Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

· Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

· Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

· Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

· Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities

· Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Job Requirements:

· High School diploma and/or 1+ years of relevant experience · Undergraduate degree or equivalent is an asset. · Strong administration, organizational, planning and time management skills to work in a fast-paced environment. · Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet. · A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities. · A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

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.

In this role, you will:

• Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics
• Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters
• Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary
• Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
• Connect personally with customers to advise them appropriately and clearly on banking solutions and processes
• Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development
• Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities
• Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Job Requirements:

• High School diploma and/or 1+ years of relevant experience
• Undergraduate degree or equivalent is an asset.
• Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
• Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet.
• A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities.
• A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

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:

Department Overview:

Job Description:

In this role, you will:

· Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

· Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

· Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

· Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

· Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

· Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

· Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities

· Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Job Requirements:

· High School diploma and/or 1+ years of relevant experience · Undergraduate degree or equivalent is an asset. · Strong administration, organizational, planning and time management skills to work in a fast-paced environment. · Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet. · A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities. · A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

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:

Department Overview:

Job Description:

In this role, you will:

· Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

· Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

· Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

· Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

· Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

· Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

· Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities

· Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Job Requirements:

· High School diploma and/or 1+ years of relevant experience · Undergraduate degree or equivalent is an asset. · Strong administration, organizational, planning and time management skills to work in a fast-paced environment. · Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet. · A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities. · A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

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.