Personal Banker

TD; Hamilton; On-site; CAD 59,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a motivated Personal Banker in Hamilton, Ontario. This role focuses on establishing strong customer relationships through personalized financial advice and tailored solutions. Ideal candidates will possess a high school diploma, effective communication skills, and experience in customer service. The package includes competitive compensation and benefits, highlighting TD's commitment to employee development.

Qualifications

• High school diploma or 1 year relevant experience.
• Post-secondary degree is an asset.
• Complete IFIC within 12 months if hired.

Responsibilities

• Advise customers on financial solutions including investments.
• Engage customers with thoughtful questions.
• Review financial portfolios and suggest solutions.

Skills

Effective communication

Organizational skills

Time management skills

Education

High school diploma

Post-secondary or undergraduate degree

Completion of IFIC or equivalent

Tools

MS Office

Job description

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Details of Compensation
$59,500 - $74,400 CAD

Job Description

Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We aim to build long-lasting relationships by providing customer service transactions and advice on services, products, and solutions to existing or prospective customers. We understand customer needs and identify opportunities to promote products and refer customers to the appropriate team or internal partner, ensuring a positive experience.

Location: Waterdown, Ontario, Canada

Hours: 37.5 hours/week

Sector: Personal and Commercial Banking Services

Compensation Details: $59,500 - $74,400 CAD. TD is committed to fair and equitable pay, offering growth opportunities and skill development. Salaries vary based on skills, experience, location, and specific needs. We encourage candidates to discuss compensation openly with recruiters.

Role Description: Are you passionate about connecting with customers and helping them achieve financial goals? Do you enjoy exploring investment options tailored to customer needs? Join us as a Personal Banker to provide financial planning advice, foster customer loyalty, and promote investment returns.

• Advise customers on financial solutions including investments and credit banking options.
• Engage customers with thoughtful questions to create positive experiences and deepen relationships.
• Enhance customer confidence by providing personalized advice, answering questions, and addressing concerns confidentially.
• Serve as a point of contact for frontline staff in resolving customer issues.
• Maintain professional conduct in shared spaces according to guidelines.
• Work with customers to review financial portfolios, discuss updates, and suggest solutions aligned with their goals.
• Stay informed on industry issues, regulations, and participate in process improvements.
• Strive to meet service and productivity targets.
• Ensure documentation complies with regulations and reflects business intent.
• Contribute as a team member, fostering a positive, diverse environment, mentoring others, and resolving communication issues efficiently.

Job Requirements:

• High school diploma or 1 year relevant experience.
• Post-secondary or undergraduate degree is an asset.
• Completion of IFIC or equivalent required.
• CFSA must be completed within 12 months if hired.
• Experience in real estate secured lending or investment is an asset.
• Knowledge of advanced investing, credit processes, banking solutions, and concepts.
• Proficiency in MS Office and internet applications.
• Effective communicator able to exchange ideas clearly.
• Strong organizational, planning, and time management skills.

About Us: TD is a global leader in financial services, the fifth-largest bank in North America, serving over 27 million customers daily. With over 95,000 colleagues, we are committed to enriching the lives of our clients, communities, and employees. We prioritize customer experience, innovation, and continuous improvement. We offer extensive training, mentorship, and career development programs to help you reach your potential.

Our Total Compensation Program: Our package includes base salary, variable pay, benefits, savings and retirement plans, paid leave, banking perks, discounts, career development opportunities, and recognition programs.

Additional Information: We support employee success through ongoing development, training, and competitive benefits. We offer career conversations, mentoring, online learning, and diverse career paths to help you achieve your goals. We ensure a smooth onboarding process with training and orientation sessions. We value accessibility and encourage candidates to inform us of any accommodation needs during the interview process.

We look forward to hearing from you!