Associate Trust Officer
Full time @TD BANK posted 11 hours ago in Customer Service & Support Shortlist Email JobJob Detail
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Job ID 19591
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Experience 2 Years
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Qualifications Degree Bachelor
Job Description
“CUSTOMER
Manage select group of estates, trusts and agency accounts as well as guide individuals/families in the development of estate plans
Relationship management of established client accounts including client beneficiaries and co-trustees
Shadow, and participate in coaching/mentoring sessions with seasoned PT professionals including client interactions
Develop client profiles to identify/anticipate needs of clients and their families and managing effective referrals and hand-offs that deepen client relationships and result in the contribution of additional business
Provide each client with an optimal client experience by including strong and sustainable client contact routines
SHAREHOLDER
Contribute to the achievement of business objectives by proactively servicing and retaining clients to increase profitability and enable business growth
Promote and offer full suite of products, sales, services and banking capabilities
Identify opportunities, to refer/retain outbound client assets/trust distributions, assemble client information packages for retention/referral
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Support centre revenue goals through effective administration and account management, including timely collection of fee revenue
Adhere to internal policies / procedures and applicable regulatory guidelines
Identify and recommend technological / process improvements which may improve overall productivity and client satisfaction
Provide accurate, organized and efficient administrative support, apply due diligence to all account/client documentation within current policy/centre operating procedures
Consistently exercise discretion in managing correspondence, information – escalate issues where required
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
Professional role with a focus on building capability of client relationship management and / or sales advisory support within their own area of specialty
Requires expanded knowledge of products/services and key competitors
Understands key business and client drivers and processes in the context of own work
Identifies sales/ referral opportunities at increasing levels of complexity
Sound knowledge of assigned clients’ needs, the competitive landscape and broader market factors
Coordinates activities and timelines across multiple teams to ensure client needs are met
Executes a moderately complex sales or account management process, focusing on client data gathering
Investigates and analyses possible alternative solutions and approaches based on documentation of the client fact pattern
Work performed under management guidance and supervision
Reports to Private Trust Manager
EXPERIENCE & EDUCATION
Undergraduate degree and/or minimum 2 years of industry experience
Working towards completion of Canadian Securities Course
Working towards completion of TEP – Trust & Estate Practitioner an asset”