Mobile Mortgage Specialist
Full time @TD BANK posted 8 hours ago in Sales & Marketing Shortlist Email JobJob Detail
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Job ID 20990
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Experience 3 Years
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Qualifications Degree Bachelor
Job Description
CUSTOMER
Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)
Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations
Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience
Support ONE TD by identifying and referring customers to internal Bank partners as appropriate
Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends
SHAREHOLDER
Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services
Proactively promote TD’s image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc.
Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodies
Understand the market and mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the Bank
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
Be knowledgeable of and comply with Bank and Industry Codes of Conduct
EMPLOYEE / TEAM
Participate fully as a member of the team, promote 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
Participate in team meetings, employee surveys, action planning, and training sessions
Contribute to the success of the team by willingly assisting others in the completion of assigned duties, provide training, coaching and/or guidance as appropriate.
Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH:
Professional role with a focus on providing business development, customer 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 customer drivers and processes in the context of own work
Identifies referral opportunities at increasing levels of complexity
Sound knowledge of assigned customers’ needs, the competitive landscape and broader market factors
Coordinates activities and timelines across multiple teams to ensure customer needs are met
Executes a moderately complex sales or account management process, focusing on “features” selling and customer data gathering
Investigates and analyzes possible alternative solutions and approaches based on documentation of the customer fact pattern
Impacts sales achievement of their own and related teams
Generally reports to a Manager or above
EXPERIENCE AND / OR EDUCATION
Undergraduate degree or community college diploma preferred
Minimum 3 years of experience working directly in a client facing, sales or relationship focused role
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