Mobile Mortgage Specialist-2 - Nanaimo
1 month ago
Job summary
This is a mobile mortgage specialist role that involves identifying client life and financial goals providing recommendations and ongoing relationship portfolio management.
Skills
- Customer relationship management
- Mortgage lending products sound knowledge of real estate market competitive offers economic trends professional sales skills credit knowledge partner effectively within TDs employee-focused culture build brand ambassador for business area function bank internally externally customer facing provide legendary customer experience at every interaction deliver positive First Impression engage customers in sales service informational conversations sound advice look ways contribute overall customer experience support ONE TD identify refer customers internal Bank partners appropriate proactive expert knowledge TD mortgage lending products possess comprehensive knowledge real estate market competitive offers economic trends ensure customer problems handled professionally escalate issues management when necessary build exhibit sales skills credit knowledge partner effectively within TDs employee-focused culture work closely District Manager make sales calls conduct monthly coaching sessions contribute achievement sales business development objectives meeting exceeding individual monthly targets mortgage products services proactively promote image business community participation leadership community business groups professional networking events initiatives fundraisers etc understand key business customer drivers processes context own work identifies referral opportunities increasing levels complexity sound knowledge assigned customers needs competitive landscape broader market factors coordinates activities timelines multiple teams ensure customer needs met executes moderately complex sales account management process focusing features selling customer data gathering investigates analyzes possible alternative solutions approaches based documentation customer fact pattern impacts sales achievement own related teams simplifies information customers clarifies unique situations leads coordination information ensure service standards met work performed under management guidance supervision may identify contribute problem resolution generally reports Manager above undergraduate degree community college diploma preferred minimum years experience working directly client facing sales relationship focused role #LI-MMS Who We Are:TD one world leading global financial institutions fifth largest bank North America branches stores every day deliver legendary customer experiences over million households businesses Canada United States around world more than colleagues bring skills talent creativity Bank serve economies guided vision Be Better Bank purpose enrich lives customers communities colleagues deeply committed leader customer experience believe all colleagues matter where work are facing building business delivering strategy innovating enhance user experience capabilities shape future banking whether years banking experienced starting career financial services help realize potential regular leadership development conversations mentorship training programs here support towards goals organization growing will you.
Job description
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