Private Banker Ii

24 hours ago

Markham, Canada TD Bank Full time

**Work Location**:
Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**CUSTOMER**
- **Receive and act upon Retail prospect referrals and triage to PWM home of best fit based on initial discovery.**:

- **Perform in-depth / high level discovery sessions with U/HNW clients to understand their financial goals objectives and identify franchising opportunities across Wealth and / or other Bank channels.**:

- **Onboard U/HNW clients and act as a trusted relationship manager while providing a high touch service experience.**:

- **Provide deep specialized advice with every client interaction; in alignment with a client's financial needs, contributing to an exceptional client experience.**:

- **Perform / complete all onboarding, banking activities / transactions and high complexity credit solutions to the highest value and sophisticated personal clients.**:

- **Advanced knowledge of Commercial Banking products and services to support the overall client relationship.**:

- **Conduct frequent proactive client follow-ups to ensure client expectations are being met in alignment with their unique complex financial needs and plans.**:

- **Proactively identify opportunities to deepen client relationships and work collaboratively with various Wealth and Bank partners to offer highly complex credit solutions to U/HNW clients.**

**SHAREHOLDER**
- **Complete financial transactions of increasing moderate complexity (deposit, credit, and Banking transactions); contribute to the achievement of business objectives by proactively attracting, acquiring, and retaining clients / advice opportunities and referrals, to increase profitability and enable business growth; this role is particularly responsible for achieving market share growth through acquiring business.**:

- **Promote and offer full suite of products, advice, services, banking and credit capabilities.**:

- **Analyse credit and underwriting requests by ensuring adjudication in accordance with assigned discretionary limits and established guidelines.**:

- **Ensure adherence to operating standards and processes - perform quality checks and validation of work.**:

- **Prioritize and manage own workload to meet SLA requirements for service and productivity.**:

- **Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate.**:

- **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 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.**:

- **Ensure necessary due diligence to support the accuracy of all customer 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, 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**:

- **Experienced professional with advanced specialized expertise in a range of banking and

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