Personal Banker

Overview

Work Location:

Penticton, British Columbia, Canada.

Hours:

37.5 per week. Line of Business:
Personal & Commercial Banking. TD is committed to fair and equitable compensation opportunities and to providing growth opportunities and skill development for colleagues. The base pay offered varies based on skills, experience, location, and business needs.

Job Description:

At TD Canada Trust, the frontline of TD Bank, we build relationships with customers through a broad range of service transactions and advisory support on services, products, and solutions. In the branch, we identify customer needs and promote products and services while ensuring a positive customer experience.

Are you passionate about connecting with customers to help them achieve their financial goals? Do you enjoy understanding investment options that best meet customers’ needs? If so, consider joining us as a Personal Banker to provide sound financial planning advice and promote customer loyalty and investment returns.

• Advise customers on high-level financial solutions from a range of investment and credit banking options.
• Ask thoughtful questions, engage with customers, and create positive experiences to retain and deepen relationships.
• Increase customer financial confidence by providing personalized financial advice, answering questions, and addressing concerns; escalate issues to team members or partners as appropriate while maintaining confidentiality and accuracy.
• Serve as a point of contact for frontline staff in handling customer problems.
• Maintain a professional space in common areas in line with marketing and regulatory guidelines.
• Collaborate with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions aligned with financial goals.
• Stay knowledgeable about evolving regulations, industry codes of conduct, and process improvements to protect the organization’s interests.
• Strive to achieve service level agreements and productivity targets.
• Ensure documents are prepared in accordance with relevant regulations and reflect business intentions.
• Participate fully as a team member, help build a positive and diverse work environment, mentor others, and address communication issues efficiently.

• High school diploma and/or 1 year of relevant experience; post-secondary or undergraduate degree is an asset.
• Completion of IFIC or equivalent; CFSA must be completed within 12 months if hired.
• Real estate secured lending and/or investment experience is an asset.
• Sound knowledge of advanced investing and credit processes, banking solutions, and concepts to provide personalized advice in a fast-paced environment.
• Proficiency in MS Office and internet applications.
• Tactful communicator capable of exchanging ideas and customer information concisely and logically.
• Self-initiator with strong organizational, planning, and time management skills.

TD is a leading global financial institution and is committed to delivering a client-focused experience. We value client-facing colleagues who contribute to a simpler, faster banking experience for millions of households and businesses worldwide.

We offer a Total Rewards package that includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs.

This job opportunity is subject to provincial regulation for employment purposes. Each province or territory in Canada may have its own requirements. TD provides accommodations in the hiring process upon request to support accessibility.