Description
:Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker
and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
In this role, you are expected to:
Play a key role in advising customers ofhigh-levelfinancial solutions from a range of available investment and credit banking solutions
By asking thoughtful financial questions,engagewith customers andcreatepositive experiences to retain and deepen relationships
Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing theirconcerns;raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
Act as a point of contact for the frontline staff in handling customer problems
Maintain professional space in common areas as per marketing and regulatory guidelines
Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
Strive to achieve and improve service level agreements and productivity targets
Ensure documents are prepared consistent with relevant regulations and in a way properlyreflectingbusiness intentions
Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
Job Requirements:
High school diplomaand/or1 year of relevantexperience
Post-Secondary or Undergraduate degree in related field is anasset
Completion ofIFIC or equivalent required
CFSA must be completedwithin 12 months, ifhired
Realestatesecuredlending and/orinvestment experience an asset
Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
Proficiency in software tools including MS Office, and internet application
Tactful communicator able to exchange ideas and customer information in a concise and logical way
A self-initiator with strong organizational, planning and time management skills
TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and ase be advised that this job…
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