Senior Personal Banker - Borrowing Expert

Position: Senior Personal Banker - Home Borrowing Expert
Become a key player at TD Canada Trust in Calgary as a Senior Personal Banker with a focus on home borrowing solutions. Your expertise will guide clients towards their financial aspirations.

In this role, you will utilize your skills in Real Estate Secured Lending to offer personalized advice that aligns with customer needs. Your strong customer engagement and market awareness will enhance referrals and drive growth. This position demands a commitment to maintaining exceptional service standards while executing banking procedures efficiently.

Key Responsibilities:

• Provide tailored home borrowing guidance to clients

• Conduct proactive communication for portfolio management

• Educate team members on banking products and guidelines

• Foster a professional and welcoming branch environment

• Ensure compliance in client documentation

Requirements:

• High school diploma; further education preferred

• Minimum 2 years in financial services

• Investment Funds Canada (IFC) qualification

• Certificate in Financial Services Advice (CFSA) preferred

• Proficient in customer relationship building

Leverage your expertise in client banking practices to make a lasting impact at TD Canada Trust in Calgary.
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