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Company | CareerBeacon |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Human Resources Services |
Expires | 2023-08-20 |
Posted at | 9 months ago |
Hours37.5Pay Details
- Quickly assess, prioritize, and process cases when received
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
- Bilingual in both official languages (English and French) an asset
- Maintain an understanding of regulatory landscape, Estates and Tax strategies to efficiently route and facilitate account transfers
- Contribute to improved customer experience by providing support, guidance and coaching to colleagues to better enable them to take ownership and solve problems at first point of contact
- Interact with business partners across the organization to resolve issues quickly and highlight process gaps and opportunities for improvement to enhance the customer/colleague experience
- Requires expanded knowledge of Wealth and Transfers products/services/processes in addition to organizational awareness
- Actively participate in personal performance management and development, including coaching, training, campaigns, huddles and business initiatives
- Keep current on emerging trends and grow knowledge of the business, related tools and techniques
- Exceptional ability to coordinate activities and timelines across multiple teams to ensure customer expectations are met
- Ability to conduct reviews of customers' account activity; conduct reviews of sales activity, and generally resolve exceptions; and promptly escalate instances where further clarity or interpretation is required of TD policies and procedures related to providing financial services, and relevant federal and provincial laws
- Ability to remain resilient and positive in difficult and sensitive situations
- General knowledge of regulatory disclosures; knowledge of (or willingness to learn) relevant federal and provincial rules and requirements
- Perform assessment and monitoring of Complex Transfers, and proactively identify transfers which would require intervention to complete
- Work closely with Legal, Tax, New Accounts, Estates partners, Operations teams, and Credit to provide expert knowledge and swiftly resolve barriers to completion
- Liaise with Legal counsel on high complex cases as needed
- Assess information, potential gaps in documentation, and holistically evaluate situation to determine immediate risk factors/additional supporting documentation up front
- Highlight key risks in specific business lines and in the firm as a whole and provide ongoing recommendations on to mitigate these going forward
- Interprets documents, guidelines, standards, policies and results of analysis to inform decision making
- Strong critical thinking and ability to decompose complex concepts into simple and compelling messages
- Comprehensive and evident understanding of Microsoft Technology (VB .NET, Windows, Internet Explorer, SQL Server, Web Services)
- Demonstrated ability to present technical details to a non-technical audience, and articulate solutions to business teams
- Organized with the ability to analyze and solve problems
- Advanced computer and typing/data entry skills
- Exceptional written and verbal communication skills
- Strong sense of urgency, ownership and demonstrated ability to manage competing priorities
- Team-oriented and able to develop excellent working relations with other TDBFG departments
- Evidence of strong leadership and building/maintaining productive working relationships with peers across the organization
- Organizational awareness & the ability to balance the viewpoints of various business and technology teams
- Advanced reconciliation and investigative skills: Strong working knowledge of ledger balancing and clearing entries
- Detail-oriented and ability to work within deadlines
- Ability to conceptualize automated solutions and understand the prescribed design architecture
- Advanced command of Excel, Word, PowerPoint, Visio
- Experience using EUCs and processing macros
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