Mobile Mortgage Specialist

3 weeks ago

Surrey, Canada TD Bank Full time

**Work Location**:
Surrey, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
Personal & Commercial Banking

**Pay Details**:
$0.00 - $0.00 CAD

This role is eligible for commission based earnings.

**CUSTOMER**
- Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
- Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
- Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
- Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations
- Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience
- Support ONE TD by identifying and referring customers to internal Bank partners as appropriate
- 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
- Ensure customer problems are handled professionally, escalating issues to management when necessary
- 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

**SHAREHOLDER**
- Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services
- Proactively promote TD’s image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc.
- Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodies
- Understand the market and mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the Bank
- 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

**EMPLOYEE / TEAM**
- Participate fully as a member of the team, promote 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
- 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
- Participate in team meetings, employee surveys, action planning, and training sessions
- Contribute to the success of the team by willingly assisting others in the completion of assigned duties, provide training, coaching and/or guidance as appropriate.
- Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

**BREADTH & DEPTH**:

- Professional role with a focus on providing business development, customer relationship management and/ or sales advisory support within their own area of specialty
- Requires expanded knowledge of products/services and key competitors
- Understands key business and customer drivers and processes in the context of own work
- Identifies referral opportunities at increasing levels of complexity
- Sound knowledge of assigned customers’ needs, the competitive landscape and broader market factors
- Coordinates activities and timelines across multiple teams to ensure customer needs are met
- Executes

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