Personal Banker
Description
As a Personal Banker at TD Canada Trust, you will be the frontline of TD Bank, building strong customer relationships by providing a range of financial services, products, and solutions. The role involves understanding customer needs, identifying opportunities to promote products, and referring customers to appropriate team members. You will focus on connecting with customers to help them achieve financial goals, offering financial planning advice, and discussing investment options to promote loyalty and returns.
What We're Looking For
Advise customers on high-level financial solutions from available investment and credit banking solutions.,Engage with customers through thoughtful financial questions to create positive experiences and deepen relationships.,Increase customer financial confidence by providing personalized advice, answering questions, and addressing concerns.,Act as a point of contact for frontline staff in handling customer problems.,Maintain professional space in common areas according to marketing and regulatory guidelines.,Work closely with existing and prospective customers for financial reviews, portfolio updates, and personalized solutions.,Stay knowledgeable about emerging issues, regulations, and industry codes of conduct; participate in process improvement.,Strive to achieve and improve service level agreements and productivity targets.,Ensure documents are prepared consistent with regulations and business intentions.,Participate as a team member, foster a positive and diverse work environment, and mentor others.
Ideal Candidate
High school diploma and/or 1 year of relevant experience.,Post-Secondary or Undergraduate degree in related field is an asset.,Completion of IFIC or equivalent required.,CFSA must be completed within 12 months, if hired.,Real estate secured lending and/or investment experience an asset.
Minimum Education
High school diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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