The Senior Personal Banker - Home Borrowing role at TD Canada Trust involves building strong customer relationships by understanding their financial goals, particularly in home borrowing and investments. The role requires providing expert advice, proactively engaging with customers, maintaining a professional branch environment, and contributing to the bank's growth through customer acquisition and retention. It emphasizes creating a consistent and exceptional customer experience and acting as a subject matter expert for both customers and colleagues.
Create a consistent and exceptional customer experience in the branch, with a predominant focus on home borrowing advice.,Possess deep knowledge and expertise of Real Estate Secured Lending products, investing, day-to-day banking, and all other TDCT products and services.,Uncover and understand customer needs through thoughtful questions, owning solutions, and escalating to experts when necessary.,Improve customer financial confidence through ongoing dialogue and advice.,Act as a subject matter expert for both customers and colleagues regarding TD products, services, policies, and procedures, especially in personal and business banking.,Maintain a professional and inviting space in all common areas of the branch, adhering to guidelines.,Consistently engage in proactive customer outreach (phone, email) to discuss portfolio updates and additional opportunities.,Be present in the community for additional customer outreach.,Maintain comprehensive knowledge of the local market, competitive offers, and economic trends.,Ensure accurate, properly reflecting, and retained documentation in accordance with business policies.,Participate fully as a team member, support a positive work environment, and ensure timely communication of issues.,Contribute to business objectives by proactively attracting, acquiring, and retaining customers/advice opportunities and referrals to drive growth, specifically market share growth.
High School diploma and/or Post-Secondary or Undergraduate degree (in related field) preferred.,2+ years relevant experience.,Investment Funds Canada (IFC) or equivalent Certificate.,Certificate in Financial Services Advice (CFSA).
High School diploma and/or Post-Secondary or Undergraduate degree (in related field) preferred
37.5 hours/week
Must be present in the community for additional customer outreach; consistently engage in proactive customer outreach (via phone, email).
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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