Détails de la rémunération
50 600$ / 50,600 CAD - 71 400$ / 71 400 CAD
Lieu de travail
Magog, Québec, Canada
Horaire
37,5 heures
Secteur d’activité
Services bancaires personnels et commerciaux
Responsabilités Client
- Act as an expert of the branch for clients and colleagues on TD products, services, policies, and procedures, especially on personal and commercial banking services.
- Consistently provide sound advice to clients, contributing to an exceptional client experience.
- Know clients and advise them to meet or exceed their needs, being very curious and attentive.
- Improve clients’ financial confidence by answering questions and maintaining dialogue.
- Communicate actively with clients (phone, email, etc.) to discuss portfolio updates or other placement opportunities better suited to their needs.
- Conduct comprehensive financial assessments and make recommendations based on clients’ personal situations.
- Resolve client issues with accuracy and efficiency; escalated when necessary.
- Maintain deep knowledge of the local market, competition, and economic trends to support recommendations.
- Help maintain the qualified and welcoming appearance of branch common areas, respecting regulatory, marketing, and local guidelines; pay special attention to the spaces occupied by Personal Bankers.
- Support frontline colleagues for operations, as needed.
- Act as a higher‑level instance, as needed; support and advise frontline colleagues; resolve client issues satisfactorily.
Responsabilités d’actionnaire
- Contribute to business objectives by attracting, recruiting,
and retaining clients and by proactively identifying advisory opportunities to improve profitability and foster growth.
- Promote and offer the full range of products, advice, services, and banking solutions.
- Contribute to operational excellence objectives.
- Support precise and timely use of business processes and procedures.
- Protect the company’s interests: identify and manage risks, and report non‑routine or high‑risk activities to a higher level when needed.
- Ensure documentation is accurate and reflects client or company intentions, in compliance with relevant rules and regulations.
- Identify opportunities to improve processes and actively participate.
- Take necessary due diligence to ensure accuracy of all operations and activities.
- Stay current on new challenges or trends and evolving regulatory requirements and assess their potential impact.
- Maintain a culture of risk management and oversight supported by effective processes aligned with tolerance levels.
- Assume responsibility for operational and regulatory risk mitigation by adhering to TD codes of conduct and industry standards.
Responsabilités d’équipe
- Fully participate as a team member, supporting a positive workplace prioritizing service, quality, innovation, teamwork, and timely communication of critical topics.
- Support the team by continually improving knowledge and expertise in their domain, and share knowledge across the team and functional unit; demonstrate required capabilities and commitment to become an expert in the role.
- Stay abreast of new trends and emerging facts, and broaden company knowledge and tools.
- Participate in performance management and personal development activities, including cross‑training within the team.
- Keep others informed of project status and any relevant or useful information pertaining to daily activities.
- Assist others in completing tasks; provide training, coaching, and advice as needed.
- Support establishing a fair, positive, and equitable environment, supporting a diverse workforce.
- Act as the brand ambassador for the sector, functional unit, and TD, internally and externally.
Responsabilités et portée
- Possess specialized expertise to advise clients on the operations and features of complex products.
- Possess specialized skills for a range of products, services, concepts and procedures of moderate to high complexity or risk.
- Act as an expert on advisory processes and products for clients and internal partners.
- Identify complex issues and formulate best solutions.
- Act as a team leader or higher‑level instance for complex issues to coordinate work of others and coach to maintain service, process, and product standards.
- Understand how client or advisory teams collaborate with others to coordinate efforts and resources to achieve common goals.
- Have direct impact on quality of tasks or services offered by advisory teams and supported units.
- Implement necessary pr
📌 Banquier(ère) Personnel(le), Temps plein
🏢 TD
📍 Magog