Personal Banker, Full time (Futures opportunities)- Montérégie
Description
The Personal Banker role at TD Canada Trust focuses on building strong customer relationships by providing financial advice and solutions. Responsibilities include advising on investment and credit options, conducting financial reviews, addressing customer concerns, and ensuring customer loyalty and positive experiences within a fast-paced environment. The role requires staying updated on regulations and actively participating in team and process improvements.
What We're Looking For
Advise customers on high-level financial solutions from available investment and credit banking solutions.,Engage with customers to create positive experiences and deepen relationships by asking thoughtful financial questions.,Increase customer financial confidence by providing personalized financial 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 as per marketing and regulatory guidelines.,Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions.,Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct.,Participate in process improvement opportunities to protect the interests of the organization.,Strive to achieve and improve service level agreements and productivity targets.,Ensure documents are prepared consistent with relevant regulations and business intentions.,Participate fully as a team member, help build a positive and diverse work environment, and assist/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.,Sound knowledge of advanced investing and credit processes, banking solutions and concepts.
Minimum Education
High School Diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Subject to provincial regulation for employment purposes.
Also Available At
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.