Personal Banker Trenton

Job Summary

Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially personal and business banking. Provide sound advice, improve customer financial confidence, engage in outreach, offer total financial reviews, resolve issues, maintain a professional branch environment, support front‑line transactions, and act as an escalation point.

• Act as SME for branch products, services, policies, and procedures.
• Provide sound advice to customers to enhance experience and meet or exceed needs.
• Engage in customer outreach via phone, email, and other means to discuss portfolio updates and opportunities.
• Deliver total financial reviews and appropriate recommendations based on customer circumstances.
• Resolve customer issues accurately and efficiently, escalating when necessary.
• Maintain comprehensive knowledge of local market, competitive offers, and economic trends to support advice.
• Assist in maintaining a professional and inviting space in the branch’s common areas.
• Support front‑line with transactions as required.
• Act as a point of escalation and support for front‑line and advice colleagues.
• Attract, acquire, and retain customers and advice opportunities to increase profitability and enable business growth.
• Promote and offer the full suite of products, advice, services, and banking capabilities.
• Support operational excellence by ensuring timely and accurate completion of processes and procedures.
• Protect the organization’s interests by identifying, managing, and escalating risks and non‑standard transactions.
• Ensure documentation accurately reflects customer and business intentions and complies with rules and regulations.
• Participate in process improvement opportunities.
• Support the team by providing coaching, guidance, and knowledge transfer.
• Maintain a fair, positive, and equitable work environment that supports a diverse workforce.

• High school diploma and/or 1+ years of relevant experience.
• IFIC or CSC CFSA certification to be completed upon hire.
• Post‑secondary or undergraduate degree in a related field preferred.

Our Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

This role reports to an Assistant Branch Manager or Branch Manager.