Mobile Mortgage Specialist

Mobile Mortgage Specialist

Location : Kelowna, British Columbia, Canada

Hours : 37.5

Line Of Business : Personal & Commercial Banking

Pay Details : $0.00 - $0.00 CAD (commission based earnings)

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
• Proactively obtain expert knowledge of TD mortgage lending products and 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

Shareholder

Employee / Team

Breadth & Depth

Experience And / Or Education

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Investment Banking

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