Manager Sales & Service, Broker Service

Job title:

Manager Sales & Service, Broker Service

Company

TD Bank

Job description

Company Overview

Our Values
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars – physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.

Who We Are
TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Department Overview

The Brokerage Channel is responsible for obtaining mortgage volume from independent mortgage brokerage companies and their respective sales associates. All sales are generated by the Sales Directors team and the Inside Sales team. Approval of broker-submitted applications is the responsibility of TD Mortgage Solutions, contributing to the overall CGBI volume acquisition of this important channel.

Job Requirements

• In addition to a solid experience in the field of mortgage credit and credit evaluation, experience in coaching and sales management is considered an asset
• A positive attitude, a quick, self-motivated starter, and entrepreneurial skills are all assets
• The position requires RESL expertise and knowledge of TD Canada Trust policies
• Strong organizational awareness and the ability to influence internal partners to find quick solutions to support our brokerage partners
• Experience working with third party vendors and external partners
• Excellent communication skills in French and English, both written and oral, as well as experience in presentations to large and small groups
• Willingness to want to work evenings and certain weekends, and to participate in certain industry events
• Knowledge of MS Power Point software for presentations, Excel and Word is required.
• Proven ability to achieve business goals through business planning, coaching and skills development activities
• The incumbent must have strong impact and influence skills and understand how to perform in a dynamic environment.

Education: University degree or equivalent.

Hours

37.5

Job Details

Reporting to the Senior Regional Manager, Brokerage Sales, the Manager, Sales and Support, is responsible for the recruitment, performance management and progression of low and moderate production brokers.
By being the first point of contact for a large segmented brokerage grouping, this position is an integral component of sales management within the TD Brokerage Channel.

• Execute a disciplined approach and follow TD’s sales management process
• Ensure full knowledge of current Broker and market trends including – product/portfolio features, benefits, sales tools/processes, and Real Estate Secured Lending strategies
• Develop strategies to support pipeline volume management and growth with the ISM team
• Contribute to exceeding timeline commitments by replying to requests accurately and on time with the broker community
• Take a proactive and reactive approach with brokerage firms and their brokers, completing sales calls to solicit new opportunities and intervening as an expert in RESL to answer the questions and needs of brokers, with the objective increase mortgage volumes
• Drive RESL volumes and CP sales through strategic initiatives across Product, Data, Analytics, Policy, Risk and Pricing
• Act as Broker Channel & Industry subject matter expert for cross-partner initiatives
• Initiate, review and approve Channel communications
• Represent Broker Channel interests/views in projects
• Influence stakeholders to grow Broker Channel within scope of Share Commitments
• Provide ongoing insights into the Broker Channel for ISMs
• Optimize and lead growth strategy for ISMs in defined territory
• Continually review metrics to manage current performance, forecast future performance, and meet long term objectives. Provide leadership and strategic guidance in the development and ongoing management of Broker prospecting, ensuring alignment to overall business objectives and strategies
• Approve and welcome new branches of mortgage brokerage companies and associates. Contribute to the development of sales strategies and a broker program, explain the broker program, promotional programs and mortgage products through presentations to large and small groups and develop ongoing relationships.
• Organize regular webinars with new and existing brokers on a predetermined schedule, covering a range of content.
• Manage BCA team ensuring deals are escalated accordingly
• Act as a liaison between TD Mortgage Solutions and broker partners.

Workplace Model

Hybrid

Inclusiveness

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

How We’re Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

We look forward to hearing from you!

Additional Information

Key shared accountabilities

• Continually review metrics to manage current performance, forecast future performance, and meet long term business objectives. Provide leadership and strategic guidance in the development and ongoing management of broker prospecting, ensuring alignment to overall business objectives and strategies for Broker Services.
• Troubleshoot incoming inquiries as a subject matter expert, for the purpose of achieving agreed upon referral business results.
• Coach prospecting calls and quality of phone calls to external partners. Acquiring new relationships and volumes through a targeted calling program
• Contribute to operational improvements to streamline procedures/processes and enhance service to the Broker and partners
• Prepares a Marketing Sales Plan, including annual and quarterly goals, and volume forecasting.
• RESL Product / Policy: risk policy developments/changes, customer cares, marketing/promotions, strategy development, product introduction, forecasting
• Communications: co-develop proactive and reactive industry-facing communications
• Transformation: subject matter expertise across strategic projects
• Data / Analytics / Reporting: optimization of data and results, to derive meaning and applicable insights for the business’ benefit

Business Line

TD Canada Trust

Job Category – Primary

Management / Consulting / Advisory

Job Category(s)

Management / Consulting / Advisory, Sales & Business Development

Job Family

Business Programs & Delivery

Time Type

Full Time

Employment Type

Regular

Pay Details

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

Careers Web Site Cities

Canada-Ontario-Toronto

Expected salary

Location

Toronto, ON

Job date

Thu, 25 Jan 2024 03:54:39 GMT

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