Senior Personal Banker - Home Lending Trainee

TD; Surrey; On-site; CAD 60,000 - 84,000; Full time

Job summary

TD Canada Trust is seeking a Senior Personal Banker – Home Borrowing Trainee in Surrey, BC. You will deliver personalized financial planning and home lending guidance, helping customers meet goals while promoting TD products and services.

The role requires a strong knowledge of Real Estate Secured Lending and TDCT offerings, plus the ability to identify opportunities and escalate to experts when needed. Mobility within the district is required.

Qualifications

• Provide sound financial planning advice to promote customer loyalty and investment returns.
• Demonstrate knowledge of Real Estate Secured Lending products and TDCT offerings.
• Ask thoughtful questions to uncover customer needs and tailor solutions.

Responsibilities

• Create a consistent customer experience in the branch with home borrowing focus.
• Maintain accurate documentation reflecting customer intent and TD policies.
• Engage in proactive outreach to discuss portfolio updates and new opportunities.

Skills

Customer service

Financial advisory

Education

High School diploma or higher

CFSA within 6 months

IFC accreditation within 90 days

Post-Secondary degree in related field

Job description

TD Canada Trust is seeking a Senior Personal Banker – Home Borrowing Trainee in Surrey, BC. You will deliver personalized financial planning and home lending guidance, helping customers meet goals while promoting TD products and services.

The role requires a strong knowledge of Real Estate Secured Lending and TDCT offerings, plus the ability to identify opportunities and escalate to experts when needed. Mobility within the district is required.