Broker Services: Inside Sales Manager
Vancouver, British Columbia, Canada
6d ago

Job Description


  • Execute a disciplined approach and follow TD's sales management process, which includes planned sales activities, coaching and regular ongoing documented summaries and tracking.
  • Understand and apply bank and business channel operating policies and procedures, and ensure necessary due diligence is taken to support the accuracy of all broker transactions
  • Contribute to exceeding timeline commitments by replying to requests accurately and on time with the broker community.
  • Partner with administrative support groups to facilitate the end to end credit decision process
  • Support the organization’s commitment to corporate responsibility, diversity and the communities in which we live and work
  • Be knowledgeable and comply with the Bank and industry Codes of Conduct ACCOUNTABILITY TO THE CUSTOMER
  • Maintains proactive and reactive approach to brokerage firm offices and their brokers, by making planned out-bound sales calls to source new sales opportunities, as well as troubleshooting incoming inquiries as a subject matter expert, for the purpose of achieving agreed upon mortgage referral business results.
  • Maximize support in relation to credit and day to day inquiries from the Broker Services team, ensuring excellence and efficiency in all functions.
  • Act as a primary liaison with TD Mortgage Solutions and broker partners.

  • Maintains proper database management and regular email communication containing current industry knowledge, product and policy updates, pricing modifications and any other time / industry sensitive information.
  • Qualify new broker firms and brokers; provide subject matter and operational expertise to expedite business dealings with TD
  • Contribute to operational improvements to streamline procedures / processes and enhance service to the Broker and partners
  • Educates Broker Community through regular webinars with new and existing brokers covering a range of content.
  • Prepares a Marketing Sales Plan, including annual and quarterly goals, and volume forecasting.
  • Job Requirements


  • Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
  • Contribute to a fair and positive working environment that supports a diverse workforce
  • Participate in team meetings, employee surveys and action planning sessions
  • Contribute to the success of the team by willingly assisting others in the performance and completion of assigned duties
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