Mobile Mortgage Specialist

Mobile Mortgage Specialist

Apply remote type Remote locations Sudbury, Ontario time type Full time posted on Posted 2 Days Ago time left to apply End Date: January 10, 2025 (25 days left to apply) job requisition id R_1385663 Work Location: Sudbury, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $0.00 - $0.00 CAD. This role is eligible for commission-based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Job Description: CUSTOMER

1. Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management.
2. Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial).
3. Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
4. Create a legendary customer experience at every interaction.
5. Provide sound advice to customers and contribute to the ongoing improvement of the overall customer experience.
6. Support ONE TD by identifying and referring customers to internal Bank partners as appropriate.
7. Possess comprehensive knowledge of the real estate market, competitive offers in mortgage lending industry, and economic trends.
8. Proactively obtain expert knowledge of TD mortgage lending products.
9. Ensure customer problems are handled professionally, escalating issues to management when necessary.
10. Work closely with District Manager to make sales calls and conduct monthly coaching sessions.

SHAREHOLDER

1. Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of mortgage products and services.
2. Proactively promote TD’s image within the business community.
3. Support the development and implementation of reporting and processes in a compliant manner.
4. Understand the market and mortgage lending industry within portfolio.
5. Monitor service, productivity and assess efficiency levels within own function.

EMPLOYEE / TEAM

1. Participate fully as a member of the team, promoting service to the business, quality, innovation, and teamwork.
2. Support the team by continuously enhancing knowledge/ expertise in own area.
3. Keep current on emerging trends/ developments and grow knowledge of the business.
4. Actively participate in the performance management process.
5. Contribute to a fair and positive working environment.

BREADTH & DEPTH:

1. Professional role with a focus on providing business development, customer relationship management and/ or sales advisory support.
2. Requires expanded knowledge of products/services and key competitors.
3. Identifies referral opportunities at increasing levels of complexity.

EXPERIENCE AND / OR EDUCATION

1. Undergraduate degree or community college diploma preferred.
2. Minimum 3 years of experience working directly in a client-facing, sales or relationship-focused role.

Who We Are: TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients. We are growth-oriented, people-focused, and community-minded. Additional Information: We’re delighted that you’re considering building a career with TD. Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers. We look forward to hearing from you!#J-18808-Ljbffr