Private Banking Client Service Associate

6 months ago

Edmonton, Canada TD Bank Full time

**Work Location**:
Edmonton, Alberta, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**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 exists**:

- **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 mínimal 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**

**Who We Are**:
**TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.**

**TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, ar

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