Financial Advisor Trainee

  • 3-5 Year
  • Owen Sound
  •   Posted On: September 14, 2018
  •   Skills:  Customer Service Manager, Leadership, Sales

Job Overview

Roles & Responsibilities

Job Requirements

Customer Experience

Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver a legendary customer experience and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations

Provide sound advice at every customer interaction, contributing to a legendary customer experience

Meet the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needs

Ensure customer problems are handled appropriately, escalating issues when necessary

Possess expert knowledge of TDCT products and services, and sound knowledge of products offered by other internal bank partners

Possess comprehensive knowledge of the local market, competitive offers, and economic trends

Ensure the customer area is professional and inviting in appearance

Develop and Manage the Team/ Teamwork

Contribute to a positive working environment

Actively participate in the performance management process

Meet professional/personal development objectives by utilizing learning maps and external courses as required

Engage in and complete all internal training requirements for your role

Actively participate in regular meetings and coaching sessions

Provide guidance and support to other team members

Business Results

Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice on appropriate products and services

Contribute toward the achievement of branch business objectives by meeting or exceeding individual sales goals

Act as the branch resource for all large/complex customer financial needs (i.e. secured lending, mutual funds, etc.)

Identify and refer customers to internal Bank partners as appropriate

Plan and execute relationship building activities

Internal Practices & Processes

Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit losses

Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations

Understand and apply bank/branch operating policies and procedures – which may include assisting with the branch opening and closing procedures on a rotational basis

Ensure necessary due diligence is taken to support the accuracy of all customer transactions

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