Senior Personal Banker - Borrowing

Job Title

Senior Personal Banker - Home Borrowing

Ottawa, Ontario, Canada

37.5

Personal & Commercial Banking

$59,500 - $84,000 CAD

Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

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 Senior Personal Banker – Home Borrowing and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences
• Requires deep knowledge and expertise of the Real Estate Secured Lending products; with in-depth knowledge of investing, day-to-day banking, and all other TDCT products and services
• Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially regarding both personal banking and business banking products/services or policies/procedures owned within the Branch
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which the Senior Personal Banker – Home Borrowing occupies
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best service the customer's needs; responsible for being present in the community for additional customer outreach
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD

• High School diploma and/or
• Post-Secondary or Undergraduate degree (in related field) preferred
• 2+ years relevant experience
• Investment Funds Canada (IFC) or equivalent
• Certificate in Financial Services Advice (CFSA)

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.

We are guided by our vision to Be the Better Bank and our…