Manager, Personal Financial Services

7 days ago

Magog, Quebec, Canada TD Bank Full time

Job Title: Customer Advisor

Location: Sherbrooke, Quebec, Canada

Job Type: Full-time

Hours: 37.5 hours per week

Line of Business: Personal & Commercial Banking

About the Role:

As a Customer Advisor, you will be responsible for providing exceptional customer service and advice to our clients. You will be the subject matter expert in the branch, providing guidance on all products, services, policies, and procedures of TD Bank.

Key Responsibilities:

  • Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD Bank.
  • Provide sound advice with every customer interaction, contributing to an exceptional customer experience.
  • Use your 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.
  • Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs.
  • 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.
  • 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.

About the Team:

Our team is dedicated to providing exceptional customer service and advice to our clients. We are a dynamic and supportive team that is passionate about helping our customers achieve their financial goals.

About TD Bank:

TD Bank is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. We are committed to providing legendary customer experiences to our clients and are guided by our vision to Be the Better Bank.

Total Rewards Package:

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Colleague Development:

We are committed to providing our colleagues with the support they need to succeed in their careers. We offer 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.

Training & Onboarding:

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process:

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants.

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