Personal Banker Trainee- - Inviting Applicants who identify as First Nation (Status and Non-Sta[...]

TD; Lethbridge; On-site; CAD 50,600 - 71,400; Full time

Job summary

TD Canada Trust in Lethbridge, AB is seeking a Personal Banker to engage customers and offer financial guidance on investments, accounts, and banking solutions.

You will build relationships, assess needs, and promote TD's services while ensuring compliant, accurate processing and excellent service; 37.5 hours weekly with a salary range of CAD 50,600–CAD 71,400.

Qualifications

• Strong customer service mindset with ability to build relationships
• Ability to understand client needs and explain banking options
• Familiarity with investment and credit products is a plus
• IFIC or equivalent completion required; CFSA within 12 months if hired

Responsibilities

• Advise customers on high‑level financial solutions and banking products
• Engage customers with thoughtful questions to build trust
• Provide personalized financial advice and address questions promptly
• Serve as frontline point of contact for customer issues
• Maintain professional standards and comply with regulations
• Conduct financial reviews and discuss portfolio updates
• Stay informed about regulations and industry codes of conduct
• Strive to meet service level agreements and productivity targets
• Prepare documents accurately reflecting business goals
• Collaborate with team and mentor others when needed

Skills

Organizational skills

Time management

Communication

Customer service

Education

High school diploma

Post-secondary degree is an asset

Tools

MS Office

Internet applications

Job description

Work Location

Lethbridge, Alberta, Canada

Hours

37.5 hours per week

Line Of Business

Personal & Commercial Banking

Pay Details

$50,600 - $71,400 CAD

Compensation

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.

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.

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

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 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