דרושים Mobile Mortgage Specialist ב-Td Bank ב-Canada, Calgary

Job Description:

Department Overview:

* $60,000 Base Salary + Commission + Multiple Incentives, based on achieved targets. *

Job Description:

· Achieve sales targets by providing exceptional advice and service to each merchant and coordinating with the Regional Sales Manager to maximize opportunities within the assigned territory

· Provides exceptionally high levels of service and use effective sales techniques to position TDMS as best choice for merchants on each deal

· Growing new merchant relationships through sales lead generation, prospecting, proposals (incl RFPs), contract negotiation through to sales closing to attract new business

· Developing external business networks to increase opportunities and internal networks to fully franchise merchants with the Bank

· Employ effective business development & relationship management techniques to assist in meeting or exceeding established sales targets for the territory

· Developing and execute business plan aligned with Merchant Solutions business goals

· Supporting Merchant CEI improvement strategies and activities

Job Requirements:

· Require strong cold calling competencies, experience, and closing ratios

· Experience working in a remote environment and comfortable being autonomous

· Self-motivated and strong work ethic

· Proven track record of business development and relationship management skills

· Thorough knowledge of marketing, sales and business and development strategies

· Experienced with CRM tools, specifically Salesforce

· Ability to impact and influence individuals at all levels of an organization

· In-depth knowledge and industry related experience in an acquiring business to deliver on comprehensive solutions to small and medium sized Merchants

· Effective organizational skills with the ability to prioritize and meet timelines

· Possess excellent verbal and written communication skills coupled with the ability to deliver effective presentations to Merchants, senior management, and business partners

· Willing to travel as required and to work variable hours driven by needs of the business

Key Attributes:

· Skillful communication (written and verbal), negotiation, and partnership skills to balance stakeholder input while remaining objective and resilient to reach the right outcomes

· Excellent analytical and business acumen with the capacity to work in a fast-paced environment, manage multiple deadlines and priorities, and identify/assess risks and issues

· Previous experience working in Merchant Solutions, Business Banking and/or Payments would

be beneficial

• Must live in Calgary or immediate area, Okotoks, Airdrie, Cochrane, Chestermere

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.

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.

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

• 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.