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Financial Services Manager
2 months ago
We are seeking a highly skilled Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer service and financial advice 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 and colleagues.
- Contribute to an exceptional customer experience by using your ability to discover and advise on meeting and exceeding customer needs.
- Improve customer financial confidence through ongoing dialogue and by answering questions.
- Engage in customer outreach to discuss portfolio updates and additional opportunities that best service the customer's needs.
- Provide total financial reviews and make recommendations based on the customer's personal circumstances.
- Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary.
- Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
- 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.
- High School diploma and/or equivalent.
- 1+ years of relevant experience.
- IFIC or CSC certification.
- CFSA certification to be completed upon hire.
- Post-Secondary or Undergraduate degree in a related field, preferred.
We offer a competitive compensation package, including a base salary, variable compensation, and a comprehensive benefits plan. 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.
How to ApplyIf you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to our online portal.
