Personal Banker

TD Bank; Richmond; On-site; CAD 52,000 - 75,000; Full time

Job summary

TD Bank is seeking a dedicated individual for their Richmond branch to provide exceptional customer service in personal and commercial banking. The role involves advising clients on financial solutions, maintaining professional standards, and contributing to a positive team environment. Ideal candidates will have strong communication skills and relevant experience.

Benefits

Career development

Comprehensive benefits package

Training and mentoring

Qualifications

• 1 year relevant experience required.
• CFSA must be completed within 12 months if hired.

Responsibilities

• Advise customers on investment and credit banking solutions.
• Engage with customers to create positive experiences.
• Conduct financial reviews and suggest solutions.

Skills

Effective communication

Strong organizational

Time management

Education

High school diploma

Post-secondary or undergraduate degree

Completion of IFIC

Tools

MS Office

Job description

Time left to apply: End Date: May 23, 2025 (7 days left to apply)

Job requisition id: R_1420341

Work Location:

Richmond, British Columbia, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$52,700 - $74,400 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 policies allow colleagues to progress through the salary range over time as they advance in their roles. The actual offered base pay may vary based on skills, experience, location, and organizational needs. Candidates are encouraged to discuss compensation details with their recruiter.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We build deep relationships with customers through service transactions and advice on products and solutions, 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.

Role Responsibilities:

1. Advise customers on investment and credit banking solutions.
2. Engage with customers through thoughtful questions to create positive experiences and deepen relationships.
3. Provide personalized financial advice to increase customer confidence and address concerns.
4. Serve as a point of contact for frontline staff in handling customer issues.
5. Maintain professional standards in shared spaces.
6. Conduct financial reviews and suggest solutions aligned with customer goals.
7. Stay informed about industry regulations and participate in process improvements.
8. Strive to meet service level agreements and productivity targets.
9. Ensure documentation complies with regulations and reflects business intentions.
10. Contribute to a positive, diverse team environment and mentor others.

Job Requirements:

• High school diploma and/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 investments is an asset.
• Knowledge of investing, credit processes, and banking solutions.
• Proficiency in MS Office and internet applications.
• Effective communication skills.
• Strong organizational and time management skills.

Additional Information:

TD is a leading global financial institution, committed to customer experience, innovation, and community involvement. We offer career development, training, and a comprehensive benefits package.

This opportunity complies with provincial employment regulations. We support accessibility and provide accommodations upon request.

Colleague Development & Training:

We support your career growth through regular conversations, training, mentoring, and development programs.

Application Process & Accommodation:

We will contact candidates for interviews and communicate outcomes promptly. Please inform us if accommodations are needed during the process.

Our Values & Diversity:

Guided by our purpose to enrich lives, we foster an inclusive environment where all colleagues can thrive and contribute. Our commitment extends to community support through the TD Ready Commitment initiative.