Td Bank Mobile Mortgage Specialist Canada, Ontario, Windsor 825533735
Mobile Mortgage Specialist
Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
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
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
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
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
Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
Requires expanded knowledge of products/services and key competitors
Identifies referral opportunities at increasing levels of complexity
Work performed under management guidance and supervision
May identify and contribute to problem resolution
Generally reports to a Manager or above
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.
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