Personal Banking Specialist

TD Bank Group; Magog; In loco; CAD 51.000 - 71.000; Tempo pieno

Descrizione del lavoro

TD Bank Group in Magog, Quebec seeks a client-focused advisor to act as a branch expert on personal and commercial banking products and policies. You will provide sound financial guidance, develop trust with customers, and discuss portfolio updates to meet their needs.

The role emphasizes deep product knowledge, exceptional service, and collaboration with the frontline to ensure accurate, compliant, and timely banking experiences for our customers in a dynamic community branch.

Competenze

• High School diploma and/or 1+ years relevant experience in a banking environment.
• Experience or exposure to personal and commercial banking products/services is preferred.
• CFSA may be completed after hire; IFRS/Regulatory awareness is a plus.

Mansioni

• Act as a subject matter expert in the branch for TD personal and business banking products/services.
• Provide sound advice and contribute to an exceptional customer experience with every interaction.
• Identify needs by asking insightful questions and provide appropriate recommendations.
• Conduct total financial reviews and discuss opportunities aligned with customers' circumstances.
• Support frontline operations and assist with transactions when needed.

Conoscenze

Customer service

Banking knowledge

Sales skills

Communication

Formazione

High School diploma

IFIC or CSC

CFSA to be completed upon hire

Post-Secondary or Undergraduate degree preferred

Descrizione del lavoro

TD Bank Group in Magog, Quebec seeks a client-focused advisor to act as a branch expert on personal and commercial banking products and policies. You will provide sound financial guidance, develop trust with customers, and discuss portfolio updates to meet their needs.

The role emphasizes deep product knowledge, exceptional service, and collaboration with the frontline to ensure accurate, compliant, and timely banking experiences for our customers in a dynamic community branch.