Manager, Personal Financial Services

TD Bank

Saint-Lambert, Quebec, Canada
Subject matter expert in products and services
Provide sound financial advice
Customer outreach and engagement
Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures

Job Summary

  • Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures.
  • Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth.
  • Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment.

Matching Summary

Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures.

Skills & Requirements

Must-have

  • Subject matter expert in products and services
  • Provide sound financial advice
  • Customer outreach and engagement
  • Resolve customer issues efficiently
  • Attract, acquire and retain customers
  • Risk management and control

Nice-to-have

  • Positive and equitable work environment
  • Brand champion for the bank
  • Continuous learning and development

Key Requirements

  • 1+ years relevant experience
  • IFIC or CSC
  • CFSA to be completed upon hire
  • High School diploma

Work Rights

Not specified

Tailored Resume

Cover Letter