Personal Financial Services Manager
2 months ago
About the Role:
The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Personal Financial Services Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.
Key Responsibilities:
- Act as a subject matter expert in personal banking and business banking products and services, providing sound advice and guidance to customers.
- Contribute to the achievement of business objectives by proactively attracting, acquiring, and retaining customers and sales opportunities.
- Provide total financial reviews and make recommendations based on customers' personal circumstances.
- Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary.
- Assist with maintaining a professional and inviting space in the branch, adhering to premises, marketing, and 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.
Requirements:
- High School diploma and/or equivalent.
- 1+ years of relevant experience in personal banking and business banking.
- IFIC or CSC certification.
- CFSA certification to be completed upon hire.
- Post-Secondary or Undergraduate degree in a related field preferred.
About Us:
The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.
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.
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