Senior Personal Banker-Home Borrowing

TD Bank Group; Longueuil; On-site; CAD 60,000 - 84,000; Full time

Job summary

TD Bank Group is seeking a Senior Personal Banker – Home Borrowing in Longueuil, QC. The role focuses on delivering exceptional customer experiences in the branch with emphasis on home lending and Real Estate Secured Lending products.

Ideal candidates will have 2+ years of relevant experience, with IFC accreditation or CFSA milestones planned within specified timelines. The position offers a competitive total rewards package within TD’s broad banking services."

Qualifications

• High School diploma and/or Post-Secondary or Undergraduate degree preferred.
• 2+ years of relevant experience.
• IFC accreditation or equivalent within 90 days of start date.
• CFSA within 6 months of start date.
• IFC accreditation or equivalent within 90 days for external candidates.
• CFSA within 6 months of start date.

Responsibilities

• Create an exceptional customer experience in the branch with home borrowing focus.
• Display deep knowledge of Real Estate Secured Lending products and related TD services.
• Ask questions to uncover customer needs and own solutions or bring in experts as needed.
• Provide ongoing advice to improve customer financial confidence.
• Be a branch subject matter expert on TD personal and business banking products and policies.

Skills

Customer service

Financial advice

Relationship building

Home borrowing knowledge

Education

High School diploma

Post-Secondary or Undergraduate degree

Job description

Job Details

Work Location: Longueuil, Quebec, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: 59,500.00$/$59,500.00 - 84,000.00$/$84,000.00 CAD

Title and Role

Senior Personal Banker – Home Borrowing

Responsibilities

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences
• Requires deep knowledge and expertise of the Real Estate Secured Lending products; with in-depth knowledge of investing, day-to-day banking, and all other TDCT products and services
• Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially regarding both personal banking and business banking products/services or policies/procedures owned within the Branch
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which the Senior Personal Banker – Home Borrowing occupies
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best service the customer's needs; responsible for being present in the community for additional customer outreach
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD

Requirements

• High School diploma and/or Post-Secondary or Undergraduate degree (in a related field) preferred
• 2+ years of relevant experience
• Investment Funds in Canada (IFC) accreditation or equivalent within 90 days of start date
• Certificate in Financial Services Advice (CFSA) within 6 months of start date
• Applicable to internal TD candidates: Investment Funds in Canada (IFC) accreditation or equivalent prior to start date
• Certificate in Financial Services Advice (CFSA) prior to start date
• Applicable to external candidates: Investment Funds in Canada (IFC) accreditation or equivalent within 90 days of start date
• Certificate in Financial Services Advice (CFSA) within 6 months of start date

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Accommodation Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only)

*Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.

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Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific