Senior Personal Banker – Home Lending Specialist

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

Job summary

TD Canada Trust is seeking a Senior Personal Banker – Home Borrowing in Mission to help clients achieve their financial goals through tailored real estate secured lending advice. You will promote TD products, deliver sound planning guidance, and nurture customer relationships with exceptional, compliant service.

Join TD to leverage your knowledge of home lending, everyday banking, and investments while contributing to a supportive team culture and community presence.

Qualifications

• 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.

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\'s 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 undefined

Skills

Customer service

Financial product knowledge

Relationship building

Education

High School diploma or Undergraduate degree

Job description

TD Canada Trust is seeking a Senior Personal Banker – Home Borrowing in Mission to help clients achieve their financial goals through tailored real estate secured lending advice. You will promote TD products, deliver sound planning guidance, and nurture customer relationships with exceptional, compliant service.

Join TD to leverage your knowledge of home lending, everyday banking, and investments while contributing to a supportive team culture and community presence.