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Private Banking Client Service Associate

2 months ago

Edmonton, Canada TD Bank Full time

Associé, service à la clientèle, services bancaires privés

Lieu de travail: Edmonton, Alberta, Canada

Horaire: 37.5

Secteur d’activité: Gestion de patrimoine TD

Détails de la rémunération:

Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

CUSTOMER

  • Provide exceptional client service at every customer interaction
  • Produce reports and compose correspondence as required
  • Execute on client products and services with the utmost in accuracy
  • Verify and correct any errors or omissions with transactions in a timely manner
  • Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
  • Assemble required documentation as requested in preparation for client meetings

SHAREHOLDER

  • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
  • 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
  • Support the timely and accurate completion of business processes and procedures
  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, 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 customer transactions / activities
  • 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, support a positive work environment that promotes 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
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
  • Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
  • 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:

  • A self-starter that works with minimal supervision
  • Demonstrated experience in Private Banking and experience in dealing with affluent clients is required
  • Acts as a sales process/product expert to customers and/or internal partners
  • Identifies complex problems and formulates the most appropriate solution
  • 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

EXPERIENCE AND / OR EDUCATION

  • Undergraduate degree (in related field) is an asset and / or
  • 1+ years relevant experience
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