Personal Banker

TD Bank; Brockville; On-site; CAD 50,000 - 72,000; Full time

Job summary

Join a leading global financial institution as a frontline colleague, providing exceptional service and personalized financial advice to customers. This role involves engaging with clients, resolving issues, and promoting banking solutions while ensuring compliance with regulations. We value growth, mentorship, and a positive work environment.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Completion of IFIC or equivalent required.

Responsibilities

• Advise customers on financial solutions, including investments and credit options.
• Conduct financial reviews and suggest solutions aligned with customer goals.

Skills

Communication

Organizational Skills

Time Management

Education

High school diploma

Post-secondary or undergraduate degree

Tools

MS Office

Job description

time left to apply End Date: May 19, 2025 (4 days left to apply)

job requisition id R_1415094

Work Location: Brockville, Ontario, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $50,600 - $71,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are key features of the colleague experience at TD. Our compensation policies allow colleagues to progress through the salary range over time as they advance in their roles. The actual base pay offered may vary based on skills, experience, location, and organizational needs.

As a candidate, you are encouraged to ask questions about compensation and discuss details with your recruiter.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We aim to build long-lasting relationships with customers by performing a range of service transactions and providing advice on products and solutions. We understand customer needs and identify opportunities to promote services, referring customers to appropriate team members or partners, ensuring a positive experience.

Join TD Canada Trust and embody our values: Think like a customer, Act like an Owner, Innovate with purpose, and Execute with Speed and Impact.

Responsibilities:

• Advise customers on high-level financial solutions, including investments and credit banking options.
• Engage with customers through thoughtful questions to create positive experiences and deepen relationships.
• Provide personalized financial advice, answer questions, and address concerns while maintaining confidentiality.
• Serve as a point of contact for frontline staff in resolving customer issues.
• Maintain professional appearance in common areas following guidelines.
• Conduct financial reviews, discuss portfolio updates, and suggest solutions aligned with customer goals.
• Stay informed about industry regulations and participate in process improvements.
• Strive to meet service level agreements and productivity targets.
• Ensure documentation complies with regulations and reflects business intentions.
• Collaborate as a team, contribute to a positive work environment, and mentor colleagues.

Requirements:

• High school diploma and/or 1 year of relevant experience.
• Post-secondary or undergraduate degree is an asset.
• Completion of IFIC or equivalent required.
• CFSA must be completed within 12 months of hire.
• Experience in real estate secured lending and/or investments is an asset.
• Knowledge of investment and credit processes, banking solutions, and concepts.
• Proficiency in MS Office and internet applications.
• Effective communication skills, concise and logical.
• Strong organizational, planning, and time management skills.

About TD:

TD is a leading global financial institution, the fifth largest bank in North America. We serve over 27 million households and businesses worldwide, with more than 95,000 colleagues committed to our vision to Be the Better Bank and our purpose to enrich lives.

We focus on customer experience, innovation, and building capabilities to shape the future of banking. We support our colleagues through development, mentorship, and training programs to help them reach their potential. We are committed to growth—for our organization and our people.