Private Banking Client Service Officer

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$45700 - $61000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

** Preferred candidate identified

The Private Wealth Management mission is to be recognized as the best provider of integrated financial solutions to high-net-worth individuals and families. Our strategy is to deliver on clients' need for confidence, comfort and trusted advice by creating consistent, client centric, and team generated financial solutions.

Job Description:

The Private Client Service Officer performs client transactions, providing legendary service & advice to create legendary client experiences. This role is required to understand client needs and identify opportunities to promote TDCT products and services to the clients, referring them to appropriate team members or internal Bank partners. The Private Client Service Officer reports to the Manager Client Service Specialized Services and will provide extensive support to the Manager by acting as process/subject matter expert in area of responsibility.

Job Responsibilities:

• Create a legendary client experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch client experience
• Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
• Ensure client problems are handled appropriately, escalating issues when necessary
• Proactively demonstrate leadership, help and advice with the goal to deliver an enhanced client experience and create a positive "First Impression" by greeting and engaging clients in a range of service and informational conversations.
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite and comply with Bank and industry Code of Conduct to protect the interests of the organization
• Support the timely and accurate completion of business processes and procedures
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/points of interest
• Support the team by continuously enhancing knowledge/expertise in own area and participate in knowledge transfer within the team and business unit
• Participate in personal performance management and development activities, including cross training within own team
• Act as a brand champion for your business area/function and the bank, both internally and/or externally

• High School Diploma with over 1 year of relevant experience
• Undergraduate degree or equivalent is an asset
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
• Knowledge of banking solutions and processes to advise customers
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
• A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner