Personal Banker Trainee

TD Bank; Lethbridge; On-site; CAD 51,000 - 71,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banker Trainee in Lethbridge, Alberta. You will connect with customers to discuss financial goals, investment options, and banking solutions while building lasting relationships.

The role requires a high school diploma (or higher), IFIC, CFSA within 12 months, and potential mobility within the assigned district. Training and growth opportunities accompany a supportive team environment.

Qualifications

• 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.

Responsibilities

• Advise customers on high-level investment and credit banking solutions.
• Engage with customers by asking thoughtful financial questions to create positive experiences and deepen relationships.
• Increase customer confidence by providing personalized advice and addressing concerns; escalate as needed.
• Act as a point of contact for frontline staff in handling customer problems.
• Maintain professional space in common areas per guidelines.
• Work with existing and prospective customers to provide financial reviews and discuss portfolio updates.
• Stay knowledgeable about evolving regulations and industry codes; participate in process improvements.
• Strive to achieve service level agreements and productivity targets.
• Ensure documents are prepared correctly reflecting business intentions under regulations.

Skills

Customer service

Communication

Time management

Self-motivation

Education

High school diploma

Post-secondary degree (asset)

IFIC certification

CFSA must be completed within 12 months

Real estate secured lending / investment experience asset

Tools

MS Office

Job description

Work Location:

Lethbridge, Alberta, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

50600 - 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 Trainee 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 e state s ecured l ending and/or i nvestment 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

Trainee Mobility

This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to identify an appropriate opportunity . This may involve a transfer and geographic relocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest