Financial Services Relationship Manager
3 weeks ago
Company Overview
The Toronto-Dominion Bank (Canada) is a leading global financial institution, with a commitment to delivering legendary customer experiences. With over 27 million households and businesses in Canada, the United States, and around the world, we strive to enrich the lives of our customers, communities, and colleagues.
We are guided by our vision to Be the Better Bank, and our purpose is to provide exceptional service and support to our customers. Our team is dedicated to creating a positive work environment that fosters growth, innovation, and collaboration.
Job Summary
This role involves working as a Financial Services Relationship Manager at TD, where you will be responsible for building and maintaining strong relationships with our customers. Your primary focus will be on providing exceptional customer service, identifying sales opportunities, and contributing to the achievement of business objectives.
Key Responsibilities
- Act as a subject matter expert in personal banking and business banking products and services.
- Provide sound advice and contribute to an exceptional customer experience.
- Use your ability to discover and advise on meeting/exceeding customer needs.
- Improve customer financial confidence through ongoing dialogue and answering questions.
- Engage in customer outreach to discuss portfolio updates and additional opportunities.
- Provide total financial reviews and make recommendations based on the customer's personal circumstances.
- Resolve customer issues accurately and efficiently, escalating when necessary.
- Possess comprehensive knowledge of local markets, competitive offers, and economic trends.
- Assist with maintaining a professional and inviting space in all common areas of the branch.
- Support the frontline with transactions as needed.
- May act as a point of escalation and support for the frontline and advice staff.
Requirements
- High School diploma and/or equivalent required.
- 1+ years relevant experience preferred.
- IFIC or CSC certification beneficial.
- CFSA to be completed upon hire.
- Post-Secondary or Undergraduate degree in a related field preferred.
Benefits
We offer a comprehensive Total Rewards package, including a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Why Work at TD?
At TD, we believe in investing in our colleagues' growth and development. We offer regular leadership and development conversations, mentorship and training programs, and access to online learning platforms. Our goal is to help you realize your potential and achieve your goals.
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