Manager, personal financial services

Act as a subject matter expert for TD products, services, policies, and procedures in personal and business banking.,Provide sound financial advice and contribute to an exceptional customer experience.,Engage in customer outreach to discuss portfolio updates and additional opportunities.,Conduct total financial reviews and provide appropriate recommendations.,Resolve customer issues accurately and efficiently, escalating when necessary.,Possess comprehensive knowledge of the local market, competitive offers, and economic trends.,Assist with maintaining a professional and inviting branch environment.,Support frontline staff with transactions and act as an escalation point for complex problems.,Proactively attract, acquire, and retain customers/sales opportunities and referrals to achieve business objectives.,Promote and offer the full suite of TD products, sales, services, and banking capabilities.,Contribute to Operational Excellence by supporting timely and accurate completion of business processes.,Protect organizational interests by identifying and managing risks, escalating high-risk transactions.,Ensure documentation is accurate and consistent with relevant rules/regulations.,Identify, suggest, and participate in process improvement opportunities.,Keep abreast of emerging issues, trends, and regulatory requirements.,Maintain a culture of risk management and control.,Participate in team activities, promote effectiveness, and contribute to a positive work environment.,Continuously develop knowledge and participate in personal performance management and cross-training.,Keep colleagues informed about relevant day-to-day activities.,Contribute to a fair, positive, and equitable environment supporting a diverse workforce.

High School diploma or equivalent,1+ years relevant experience,IFIC or CSC certification,CFSA to be completed upon hire,Post-Secondary or Undergraduate degree (in related field) preferred

High School diploma, Post-Secondary or Undergraduate degree (preferred)