Insurance

• Investigate, negotiate and settle both Residential and Auto Catastrophe claims
• Support customer claims from start to finish: open new claims, set up appraisals, assign contractors, generate financial transactions and finalize settlements in a timely manner
• Review inspection reports and estimates to make sure damages are related to the loss; determine when additional inspection is needed
• Follow up with customers on the status of the claim; provide ongoing feedback and support regarding cause of loss and completion of repairs
• When applicable, adjust claims quickly and accurately in accordance with policy coverage to exceed customer expectations
• Collaborate with internal partners to ensure legendary customer experiences
• Leverage external vendors when appropriate, both approved and non-approved
• Ensure customer problems are carefully reconciled, escalating issues when necessary
• Actively participate in performance management processes
• Continue professional development with learning maps and external courses, as required
• Support other TD Insurance Business Lines during critical events and peak volumes.

Catastrophe Claims Advisor – Home & Auto

Engineer

• Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
• Recognized as an Agile expert whose focus is on the coaching and training of practitioners
• People leader with expert knowledge of Agile disciplines and practices
• Deep expertise and knowledge of TD frameworks and Agile methodology, tools, best practices, processes and procedures, as well as broader organization issues
• Proven ability in managing large teams
• Provides guidance on the work of practitioners as related to the quality of product(s)/work being produced, delivered & speed of delivery / to market
• Ability to provide guidance and oversight to multiple teams, growing capability across the organization
• Quickly adapts to customer, stakeholder and regulatory needs in collaboration with Platform and Journey teams
• Experienced in the continuous assessment of Practitioners and their craft to ensure enterprise practice standards are upheld
• Provides leadership and guidance to several teams and solves cross-department issues; Participates in the development of business and practice strategies
• Expert collaborator with ability to bring diverse teams together to achieve a common goal
• Resolves most unique and complex problems that have a broad impact on the business
• Offers advice, guidance and training on how to transition to and operate in scaled delivery environments across all levels
• Understands multiple scaling approaches and leverages industry best practices to support the best outcomes
• Helps RTEs resolve complex problems, taking a broad perspective to identify unique and innovative solutions

Managing Solution Train Engineer

Customer Support

• Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics
• Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters
• Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary
• Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
• Connect personally with customers to advise them appropriately and clearly on banking solutions and processes
• Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development
• Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities
• Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Customer Experience Associate, Cantonese/Mandarin Speaking

Account Manager

• Conducting an in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies.
• Identifying referral opportunities and coordinate the team of Partners/Advisors to work collaboratively together in order to execute an integrated Plan with the goal of consolidating assets and ensuring TD is primary Financial Institution.
• Working collaboratively with the TDI underwriters, claims advisors and HNW inspectors for insurance solutions.
• Placing specific focus on onboarding clients with investment needs to Investment Management (PIC/PIA).
• Working proactively with direct Manager to develop improved client experience, operational and Practice Management practices, and overall personal development
• Maintaining up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them.
• Representing TDI and TDBG to the general public in a professional manner.
• Meeting face to face with customers to understand their needs and desires working with the HNW team to provide the best underwriting experience.
• Participating fully as a member of the team and support a positive work environment that promotes the business' vision and legendary client experience.

Private Client Advice, Account Manager

• Accountable for coaching the team of practitioners' knowledge, skills and performance
• Building and evolving Scaled Agile capabilities
• Advising practitioners on their work to ensure solutions are sound and follow Agile methodology
• Responds to inquiries from stakeholders at all levels in the organization
• Provides overall team leadership, training, coaching, development, succession, recruitment and resource management
• Acting as an expert or lead innovator and culture change agent for the Agile practice

Human Resources

• Provide advice to People Managers, Employees and HR Business Partners
• Support people managers on employee relations such as performance management, behavior management, leaves, and accommodations
• Coach people managers to build out enterprise people leadership capability
• Resolve issues within level of authority and escalate where appropriate
• Partner with relevant stakeholders to provide consultation on complex employment matters

Senior HR Advice Partner

Security Engineer

• Provide consultation and advice to partners on a broad range Technology Controls / Information Security programs / policies / standards and incidents within the Data as a Service (DaaS) Platform, with a specialization on Azure Data Platforms
• Conduct project consulting on assessment of risk, definition of required controls, appropriateness of implemented control procedures, vulnerability assessments and any other relevant areas
• Lead or contribute to completion of risk and control design assessments for an application portfolio, articulate and document impact of control gaps to the business and the overall Bank, risk mitigation and remediation plans, remediation strategy document as applicable.
• Collaborate with business and technology partners to ensure findings and gaps are remediated in a timely manner and ensure they do not go overdue
• Ensure technology, processes, and governance are in place to monitor, detect, prevent, and react to both current and emerging technology / security threats against TDBG’s business
• Develop on-going Technology Risk reporting, monitoring key trends and defining metrics to regularly measure control effectiveness for own area
• Work proactively with technology partners / stakeholders and service/platform owners to ensure all technology security components are integrated into the bank’s overall Enterprise Architecture, and any control gaps are addressed.
• Consult on Regulatory compliance requirements, reporting and questions
• Provide support and consulting in preparation for Audits and in composing management responses and appropriate remediation activities
• Participate in computer security incident responses relevant to business (or enterprise wide) and represent respective function and Enterprise position to the business, and business needs to incident response team

Information Security Specialist

Analyst

• Provides complex analysis and integrated reporting for the program or portfolio
• Monitors project schedules, task completion and executive stakeholder presentations
• Conducts complex analysis and provides financial reports or dashboards for the program and/or portfolio
• Analyzes portfolio data and identifies trends as an input into future practice, reporting or process improvements
• Monitors and coordinates information across many projects to create the integrated project schedule, track milestones and dependencies
• Supports program /portfolio risk, issue, action, and decision management

Senior Program/Portfolio Analyst

Events

• Provide operational support on fraud prevention
• Support clients on fraud incidents
• Conduct risk assessments and recommend mitigation strategies
• Lead initiatives to enhance customer experience
• Deliver fraud education and training to employees and customers

Manager, Business Banking Fraud Prevention – Education

• Build and maintain customer relationships
• Provide tailored advice to small business clients
• Collaborate with internal teams for comprehensive support
• Stay updated on industry trends and share knowledge

Account Manager, Small Business

Financial Planning and Analysis

• Partnering with clients to understand their life and financial objectives
• Conducting in-depth financial reviews and ongoing support
• Analyzing results and developing recommendations
• Collaborating with your team to achieve shared objectives
• Monitoring productivity and service delivery

Financial Planner

Account Executive

• Provide support and expertise to assigned Small Business Banking Districts
• Solicit and fund a portion of direct business
• Develop sales strategy within the region and build strong pipeline for new potential customers
• Develop strong relationships with internal and external business partners
• Structure creative competitive equipment finance solutions to meet customer needs
• Assess credit requests to determine risk and make appropriate recommendations

• Support end-to-end execution of the Global Delivery intake process
• Perform validation of intake submissions to ensure completeness
• Coordinate with requestors to resolve data gaps
• Maintain intake trackers, dashboards, and reporting tools
• Prepare standard intake summaries and supporting materials for governance reviews

Bus Management Analyst III

Business Intelligence Analyst

• Support Autotesting for Personal Lending
• Create and automate scripts aimed at detecting problems in the bank
• Leverage a variety of data sources to assess processes and identify exceptions
• Work with partners to review implementation plans and suggest enhancements
• Analyze opportunities for continuous improvements within team processes
• Assist in planning and automating QC processes aimed at verifying regulatory compliance
• Thoroughly document work and process details

Senior Business Insights Analyst – Credit Cards, Payments, Loyalty, Personal Lending

Consultant

• Drive practice enhancement, engagement and coaching with HNW Advisory teams (Private Investment Advice).
• Engage with Advisors in a practice discovery and solution process.
• Deliver solutions that harness the full scope of Practice Management (PM) across Value Proposition Creation, Discovery, Planning and Investment Management.
• Consult across all areas of running and growing a practice through various stages of the practice lifecycle.
• Enhance local Advisors' ability to grow through greater efficiency and an optimal approach to their practice.
• Equip local Advisors to build their books through prospecting, internal referrals, consolidation strategies, building a consistently delivered brand, providing tangible value, team development and team efficiency.

Catastrophe Claims Advisor – Home & Auto

Managing Solution Train Engineer

Customer Experience Associate, Cantonese/Mandarin Speaking

Private Client Advice, Account Manager

Managing Solution Train Engineer

Senior HR Advice Partner

Information Security Specialist

Senior Program/Portfolio Analyst

Manager, Business Banking Fraud Prevention – Education

Account Manager, Small Business

Financial Planner

Account Executive

Bus Management Analyst III

Senior Business Insights Analyst – Credit Cards, Payments, Loyalty, Personal Lending

Senior Practice Consultant, Private Wealth Management