Personal Banker Trainee: Elevate Client Financial Guidance

TD Bank Group; Quebec; Hybrid; CAD 53,000 - 74,000; Full time

Job summary

TD Bank Group's TD Canada Trust is seeking a Personal Banker Trainee to help clients reach their financial goals by offering high-level investment and credit guidance and personalized service at the branch. You will ask insightful questions to understand needs, promote suitable products, and support frontline staff in delivering an excellent customer experience.

As a trainee, you will contribute to customer reviews, referrals, and ongoing relationships while adhering to regulatory guidelines and

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.
• 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.

Responsibilities

• 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.

Skills

Customer service

Communication

Time management

Organizational skills

Financial knowledge

Education

Post-Secondary degree (asset)

IFIC completion

CFSA completion within 12 months

Tools

MS Office

Internet applications

Job description

TD Bank Group's TD Canada Trust is seeking a Personal Banker Trainee to help clients reach their financial goals by offering high-level investment and credit guidance and personalized service at the branch. You will ask insightful questions to understand needs, promote suitable products, and support frontline staff in delivering an excellent customer experience.

As a trainee, you will contribute to customer reviews, referrals, and ongoing relationships while adhering to regulatory guidelines and