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Mobile Mortgage Specialist
Mobile Mortgage SpecialistTD • Delta, Metro Vancouver Regional District, CA
Mobile Mortgage Specialist

Mobile Mortgage Specialist

TD • Delta, Metro Vancouver Regional District, CA
Il y a 4 jours
Type de contrat
  • Temps plein
Description de poste

Description Du Poste

Location : Delta, Colombie-Britannique, Canada

Hours : 37.5 h / week

Sector : Services bancaires personnels et commerciaux

Remuneration : $0.00 - $0.00 CAD (commission eligible)

Responsabilités

  • Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management.
  • Identify opportunities to refer clients to partners across Wealth, Retail, Small Business Banking, and Commercial segments.
  • 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.
  • Proactively obtain expert knowledge of TD mortgage lending products and maintain a sound knowledge of products.
  • Ensure customer problems are handled professionally, escalating issues to management when necessary.
  • Build and exhibit sales skills and credit knowledge and partner effectively within TD’s employee‑focused culture.
  • Work closely with District Manager to make sales calls and conduct monthly coaching sessions.

Qualifications

  • Undergraduate degree or community college diploma preferred.
  • Minimum 3 years of experience in a client‑facing, sales or relationship‑focused role.
  • Proven ability to build strong client relationships and identify cross‑sell opportunities.
  • Excellent communication and presentation skills.
  • Strong analytical skills and a customer‑first mindset.
  • Benefits & Growth

    TD offers a comprehensive compensation package, including base salary, variable pay, and a range of benefits such as health, retirement plans, paid leave, employee savings plans, and discounts. The organization is committed to supporting career development through training, mentorship, and leadership programs.

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    Mortgage Specialist • Delta, Metro Vancouver Regional District, CA

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