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Corporate Trust Advisor II - Mt Laurel, United States - TD Bank
Description
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Vous pouvez configurer votre navigateur pour qu'il bloque ces témoins; toutefois, certaines sections du site ne fonctionneront pas. Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification.Work Location:
Mount Laurel, New Jersey
Hours:
40
Pay Details:
$86,840 - $130,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs. As TD puts career development at the forefront of our colleague experience, it is not typical for an individual to be hired at or near the top of the range for their role.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Gestion de patrimoine TD
Job Description:
The PCS Corporate Trust Advisor administers and retains assigned accounts including, Bond Trustee, Bond Registrar, Paying Agent, Escrow Agent and Custody.
Depth & Scope:
As a Level II Advisor, the Portfolio Revenue target is $750K-$1 million
Participates in presentations to Clients to provide information on a variety of trust and financial services
Monitors Clients' accounts, resolving problems and offering alternatives
Ensures the accuracy and maintenance of Client records and files and updates information as needed
Coordinates with more experienced staff, when appropriate to resolve more difficult Client issues, problems and requests
Communicates regularly with Operations, Tax, Compliance and Sales personnel and other appropriate internal areas to give and receive updated Client information
Ensures proper administration of Company policies and regulatory guidelines and ensures coordination of services
Develops business plans with results based on activities identified and quantified to broaden and expand Client relationships
Identifies referral opportunities within book of business and engage PCS partners and internal/external contacts to close on those opportunities
Attains predetermined annual sales, cross-referral and account retention goals through proactive Client contact
Assists PCS team members with business development activities
Participates in department administration and committees as required
Evaluates issues, problems and opportunities in department's account relationships and recommends changes in policies and procedures to improve efficiency and enhance revenue
Suggests changes for operational improvement
Complies with Corporate Trust policy and procedures and business strategies
Reviews legal documents of assigned accounts to determine terms, responsibilities and duties of the Company
Works independently with limited supervision from senior staff members
Administers more complex accounts
Meets with Clients regularly to review proposals
Education & Experience:
Bachelor's degree or progressive work experience in addition to experience below
5+ Years of related experience
Thorough knowledge of Corporate Trust laws required
Financial professional designation preferred
Proven sales ability, including successfully attracting new Clients
Attention to detail
Excellent communication skills, written, verbal and presentation
High performance standards for self and others
Strong execution skills and action oriented
Critical thinker with flexibility and ability to think out of the box to provide solutions to meet a variety of business/market needs
Completion of a recognized certification program preferred prior to employment
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Never
Crawling – Never
Climbing – Never
Reaching overhead – Never
Reaching forward – Occasional
Pushing – Never
Pulling – Never
Twisting – Never
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.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/stores.
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.Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
compensation/incentive
awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Additional Information:
We're delighted that you're considering building a career with TD.
Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.
You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.
Training & OnboardingWe will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview ProcessWe'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at .
Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
À la TD, nous avons pour objectif d'enrichir la vie de nos clients, de nos collectivités et de nos collègues, et nous avons en commun un ensemble de valeurs qui façonnent notre culture et guident nos comportements.
En échange de l'engagement quotidien de nos collègues à aider la TD à réussir, nous nous engageons à leur offrir une expérience de travail qui repose sur l'impact, la croissance et la culture de bienveillance.
Peu importe où vous travaillez à la TD, nous vous donnons les outils nécessaires pour faire changer les choses au travail et dans votre collectivité, explorer et faire progresser votre carrière et faire partie de notre culture de bienveillance et d'inclusion.
Notre engagement à l'égard de la diversité, de l'équité et de l'inclusionÀ la TD, nous nous engageons à créer un milieu où les collègues peuvent être eux-mêmes au travail, avoir des possibilités équitables et se sentir respectés et soutenus.
Nous avons à cœur de réunir un effectif inclusif qui reflète la diversité de notre clientèle et des collectivités où nous vivons et que nous servons.
Aider à changer les choses dans nos collectivités – La promesse TD Prêts à agirÀ la TD, nous avons un engagement de longue date à bâtir un avenir plus inclusif et durable.
C'est la raison pour laquelle nous avons lancé en 2018 La promesse TD Prêts à agir, qui est maintenant un projet nord-américain pluriannuel.
Dans le cadre de La promesse TD Prêts à agir, nous visons un total de un milliard de dollars de dons aux collectivités d'ici 2030 dans quatre vecteurs clés de changement interreliés :Sécurité financière, Planète dynamique, Collectivités inclusives et Meilleure santé.
Notre objectif est de soutenir le changement, de favoriser le progrès et de créer un monde meilleur et plus inclusif pour nos clients, nos collègues et nos collectivités.
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