Personal Banker

The Toronto-Dominion Bank; Cranbrook; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Personal Banker to enhance client relationships and provide tailored financial advice in Cranbrook, Alberta. This role involves guiding customers through investment options and ensuring satisfaction through exemplary service, aiming for personal and financial customer growth.

Benefits

Competitive salary

Health and wellbeing benefits

Career development programs

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Post-Secondary or Undergraduate degree in related field is an asset.
• Sound knowledge of financial solutions and personalized advice.

Responsibilities

• Advise customers on high-level financial solutions and credit options.
• Engage with customers and provide personalized financial advice.
• Act as a point of contact for the frontline staff in handling customer problems.

Skills

Communication

Customer Service

Financial Advice

Education

High school diploma

Post-Secondary degree

Completion of IFIC or equivalent

Tools

MS Office

Job description

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience jobrelated knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description :

Department Overview :

At TD Canada Trust we are the frontline of TD Bank. We strive to build deep and longlasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services products and solutions to existing or prospective TD customers. At the branch we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer Act like an Owner Innovate with purpose and Execute with Speed and Impact.

Job Description :

Are you passionate about connecting personally with customers to assist them in achieving their financial goals Do you love exploring and understanding investment options that best suit customers financial needs Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In this role you are expected to :

Play a key role in advising customers of highlevel financial solutions from a range of available investment and credit banking solutions

By asking thoughtful financial questions engage with customers and create positive experiences to retain and deepen relationships

Increase customer financial confidence by providing personalized financial advice answering customer questions and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy

Act as a point of contact for the 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 based on their financial goals

Stay knowledgeable about emerging issues evolving regulations and industry codes of conduct as well as 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 in a way properly reflecting business intentions

Participate fully as a team member help build a positive and diverse work environment willingly assist and mentor others in the completion of work activities and address communication issues efficiently

Job Requirements :

High school diploma and / or 1 year of relevant experience

PostSecondary 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 in order to provide

personalized advice to customers in a fastpaced work environment

Proficiency in software tools including MS Office and internet application

Tactful communicator able to exchange ideas and customer information in a concise and logical way

A selfinitiator with strong organizational planning and time management skills

Who We Are :

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental wellbeing goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and wellbeing benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information :

Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process

Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only) :

Key Skills

Academics,Business Objects,CAD CAM,Corporate Finance,Electronics,Audio Visual

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 50600 - 71400

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