Private Banking Client Service Officer Job at TD Bank

TD Bank Vancouver, BC

TD Description

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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.

In this role, a typical day may look like:

  • 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

Job Requirements

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

Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Job Family

Private Banking

Job Category - Primary

Wealth Management

Job Category(s)

Wealth Management

Hours

37.5

Business Line

TD Wealth

Time Type

Full Time

Employment Type

Regular

Country

Canada

**Province/State (Primary)

British Columbia

City (Primary)

Vancouver

Work Location

Pacific Centre - 700 West Georgia Street Corporate

Job Expires

23-Dec-2022



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