Manager, Personal Financial Services- Ste-foy - Sainte-Foy, Canada - TD Bank

TD Bank

Verified Company

Sainte-Foy, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Work Location:
Sainte-Foy, Quebec, Canada

Hours:
37.5

Line of Business:
Personal & Commercial Banking

Pay Details:

Job Description:

CUSTOMER:

Provide sound advice with every customer interaction, contributing to an exceptional customer experience
Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions
Improve customer financial confidence through ongoing dialogue and by answering questions
Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances
Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary
Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the advisor occupies
Support the frontline with transactions, as necessary
May act as a point of escalation and support for the frontline and advice staff, ensuring customer problems are handled appropriately, when required

SHAREHOLDER:

Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
Promote and offer full suite of products, sales, services and banking capabilities
Contribute to business objectives for Operational Excellence
Support the timely and accurate completion of business processes and procedures
Protect the interests of the organization identify and manage risks, and escalate nonstandard, high risk transactions / activities as necessary
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identify, suggest and actively participate in process improvement opportunities
Ensure necessary due diligence to support the accuracy of all transactions / activities
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
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE TEAM:

Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
Support the team by continuously developing knowledge in own area
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and uptodate about all relevant or useful information related to daytoday activities
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers
Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate high complexity / risk
Acts as a sales process/product expert to customers and/or internal partners
Identifies complex problems and formulates the most appropriate solution
Acts as a team lead and/or escalation point for complex issues, coordinating the work of others and providing coaching to maintain service, process and product standards
Uses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported
Implements sales and customer service procedures and approaches to complete work
Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
Generally requires specific formal certifications at this level of expertise
Generally reports to an Assistant Branch Manager or Branch Manager

EXPERIENCE & EDUCATION: