Personal Banker

TD Bank Group; Greater Napanee; On-site; CAD 51,000 - 71,000; Full time

Job summary

TD Canada Trust in Napanee, Ontario is seeking a Personal Banker to connect with customers and help them achieve their financial goals by explaining investment options and offering suitable banking solutions. You will promote products, build lasting relationships, and provide sound financial planning advice to support customer loyalty and portfolio growth.

The role requires IFIC or equivalent, CFSA within 12 months if hired, and strong MS Office skills.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Post-Secondary or Undergraduate degree in related field is an asset.
• IFIC or equivalent required; CFSA to be completed within 12 months if hired.
• Real estate secured lending and/or investment experience an asset.
• Knowledge of investing and credit processes to provide personalized financial advice.
• Proficiency in MS Office and internet applications.
• Tactful communicator able to exchange ideas clearly and concisely.
• Self-initiative with strong organizational, planning and time management skills.

Responsibilities

• Advise customers on high-level financial solutions from a range of investment and credit banking products.
• Engage with customers by asking thoughtful questions to create positive experiences and deepen relationships.
• Provide personalized financial advice and address customer questions while maintaining confidentiality.
• Serve as a point of contact for frontline staff in handling customer issues.
• Maintain professional space in common areas per guidelines.
• Partner with customers to provide financial reviews and portfolio updates.
• Stay informed about evolving regulations and industry codes of conduct.
• Aim to meet service levels and productivity targets.
• Ensure documents reflect business intentions in line with regulations.
• Collaborate as a team and mentor others when needed.

Skills

Tactful communicator

Self-starter

Organizational skills

Time management

Customer service mindset

Education

High school diploma

Post-Secondary or Undergraduate degree (asset)

Tools

MS Office

Job description

Work Location: Napanee, 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 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 candidate's skills and experience, job-related 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.

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting 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 high-level 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 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 in order to provide personalized advice to customers in a fast-paced 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 self-initiator with strong organizational, planning and time management skills

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world.

More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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 well-being goals. Total Rewards at TD includes a base salary