This role involves providing exceptional customer service and advice to clients on financial products and services, particularly in life and health. It requires engaging with customers to understand their needs, identifying cross-sell opportunities, and ensuring timely and accurate completion of business processes while managing risks. The representative will contribute to business objectives, support teamwork, and continuously enhance their knowledge.
Provide sound advice and exceptional customer service.,Manage inquiries, advice, and issues promptly and effectively.,Understand customer needs and proactively offer information/advice/guidance.,Handle customer/partner problems appropriately, escalating when necessary.,Identify cross-sell opportunities and refer to internal bank partners.,Contribute to business objectives by attracting, acquiring, and retaining customers.,Promote and offer a full suite of products, advice, services, and banking capabilities.,Support timely and accurate completion of business processes and procedures.,Identify and manage risks, escalating non-standard, high-risk transactions.,Ensure documentation is accurate and compliant with regulations.,Participate in process improvement opportunities.,Keep abreast of emerging issues, trends, and regulatory requirements.,Maintain a culture of risk management and control.,Participate as a team member, support a positive work environment, and ensure timely communication.,Enhance knowledge/expertise and participate in knowledge transfer.,Keep current on emerging trends/developments.,Contribute to a fair, positive, and equitable environment.,Act as a brand champion.,Provide support on complex transactions, activities, and product feature advice.,Act as an advice process/product expert.,Identify complex problems and formulate solutions.,Coordinate efforts and resources to achieve shared objectives.,Implement advice and customer service procedures.,Handle sensitive customer information and resolve exceptions.
Undergraduate degree and/or 2+ years relevant experience,Must have LLQP license,Must be bilingual in English/French,Generally requires specific formal certifications at this level of expertise
Undergraduate degree (or equivalent experience)
35 hours/week
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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