Mobile Mortgage Specialist

TD Bank; Prince George; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Prince George is seeking a dedicated individual for a full-time role focusing on client relationships and sales in the mortgage lending space. The ideal candidate will have a strong background in sales, exceptional communication skills, and a minimum of three years' experience in a customer-facing role. This position involves providing expert financial advice, fostering long-term client relationships, and achieving sales targets.

Qualifications

• Minimum 3 years of experience working directly in a client-facing sales or relationship-focused role.

Responsibilities

• Identify client financial goals and provide recommendations.
• Create a legendary customer experience at every interaction.
• Contribute toward the achievement of sales objectives.
• Support the development and implementation of compliant reporting.
• Monitor service productivity and implement performance improvements.

Skills

Loan Origination

Sales Experience

Microsoft Office

Financial Services

Customer Service

Organizational skills

Communication skills

Military Experience

Fair Housing Regulations

Inside Sales

Outside Sales

Word Processing

Education

Undergraduate degree or community college diploma preferred

Job description

Work Location : Prince George British Columbia Canada

Hours : 37.5

Line of Business : Personal & Commercial Banking

Pay Details : $0.00 - $0.00 CAD

This role is eligible for 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 TDs employee-focused culture
• Work closely with District Manager to make sales calls and conduct monthly coaching sessions

SHAREHOLDER

• Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales target of mortgage products and services
• Proactively promote TDs image within the business community through participation and leadership in community business groups professional networking events initiatives fundraisers etc.
• Support the development and implementation of reporting and processes in a compliant manner adhering to guidelines established by business unit leadership internal and external advisors Audit Risk OSFI and other governing bodies
• Understand the market and mortgage lending industry within portfolio to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the Bank
• Consistently exercise discretion in managing correspondence information and all matters of confidentiality
• Protect the interests of the organization identify and manage risks and escalating non-standard high risk activities as necessary
• Monitor service productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
• Adhere to internal policies / procedures and applicable regulatory guidelines and keep abreast of emerging issues trends and evolving regulatory requirements and assess potential impacts
• Maintain a culture of risk management and control supported by effective processes in alignment with risk appetite
• Complete all compliance training and attestations within required timelines
• Be knowledgeable of and comply with Bank and Industry Codes of Conduct

Experience and Education

Undergraduate degree or community college diploma preferred

Minimum 3 years of experience working directly in a client facing sales or relationship focused role

Key Skills

Loan Origination, Sales Experience, Microsoft Office, Financial Services, Customer Service, Organizational skills, Communication skills, Military Experience, Fair Housing Regulations, Inside Sales, Outside Sales, Word Processing

Employment Type : Full-Time

Experience : years

Vacancy : 1