• Engage in day-to-day discussions for both Spanish and English requests • Manage difficult or emotional customer situations • Respond promptly to customer needs and solicit feedback to improve service • Thoroughly understand every service offering of Symphonic Distribution for improved support performance • Suggest solutions to clients and enable them to learn the system properly • Assist with one-off requests or tasks as assigned by management • Provide feedback and suggestions for constant refinement of Client Relations processes

• Build and maintain strong connections with financial advisors and their clients to identify mortgage opportunities. • Conduct face-to-face meetings, virtual consultations, and follow-ups to understand client needs and recommend appropriate mortgage solutions. • Promote Manulife Bank’s full suite of mortgage products, including purchases, refinances, switches, and specialty needs. • Input all client and advisor activities into Sales Force in a timely and accurate manner. • Track and manage your business pipeline, including application status, funding timelines, and follow-up tasks. • Monitor activity metrics (F2F meetings, total interactions) to ensure alignment with performance goals. • Use segmentation tools to prioritize advisor outreach and territory planning by collaborating with BDM and IBDM in territory. • Ensure compliance with data entry standards to support reporting, visibility, and strategic decision-making. • Achieve monthly and annual targets for mortgage volume and units. • Identify and pursue new business opportunities within your territory. • Collaborate with BDMs and other internal partners to drive joint initiatives and deepen advisor relationships. • Participate in territory planning, segmentation reviews, and strategic discussions to optimize performance. • Maintain a high standard of compliance with regulatory and internal policies. • Provide exceptional service and support throughout the mortgage process, ensuring a seamless client experience. • Address advisor and client feedback proactively, raising service issues when needed. • Attend and support regional and national events, including advisor training sessions, roadshows, and industry conferences when appropriate. • Represent Manulife Bank with professionalism and enthusiasm, promoting our brand and values.

• Facilitate synchronous and asynchronous virtual instruction, fostering an interactive and engaging learning environment. • Utilize a variety of multimedia tools, platforms, and technologies including mixed and extended reality to enhance the learning experience. • Tailor your instructional delivery approach to accommodate different learning styles and abilities within a virtual setting. • Provide clear explanations of complex concepts and encourage learner participation and critical thinking. • Facilitate discussions, group activities, and projects to promote collaborative learning among learners in video-streamed and virtual reality environments. • Monitor and assess learner progress, providing timely feedback and support to address individual learning needs. • Maintain an online presence throughout the instructional day, promptly responding to learner inquiries and concerns via email, chat, and other communication channels. • Stay current with emerging trends and best practices in virtual instruction and online education. • Collaborate with instructional designers, technology support teams, and fellow instructors to continuously improve the virtual learning experience. • Participate in training and professional development opportunities to enhance teaching skills and subject matter expertise. • Uphold academic integrity and ethical standards in all interactions and assessments.

• Act as the primary point of contact for our partner travel agencies and their luxury travel clients, providing personalized, attentive, and informative services. • Utilize persuasive skills and strong closing techniques to convert leads into bookings. • Create bespoke luxury travel itineraries tailored to the client's preferences, ensuring a seamless and unforgettable travel experience. • Exhibit strong drive and motivation to handle a high volume of leads and consistently exceed targeted goals. • Proactively address client inquiries, resolve complaints, and manage any issues that arise during the booking and travel process, ensuring availability to clients at all times. • Continuously build and strengthen relationships with partner agencies through effective communication, regular updates, proactive follow-ups, and engaging support, encouraging repeat bookings. • Maintain accurate and detailed records of client interactions, travel preferences, and bookings using our internal CRM system. • Stay up-to-date with the latest luxury travel trends, destinations, and industry developments to provide informed recommendations to clients.