Personal Banker Trainee - Hill

Responsibilities

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
• By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships.
• Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; 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 properly reflecting business 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.

• High school diploma and/or 1 year of relevant experience.
• Post‑secondary or undergraduate degree in a related field is an asset.
• Completion of IFIC or equivalent is required.
• 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 to customers in a fast‑paced work environment.
• Proficiency in software tools including MS Office and internet applications.
• 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.
• Trainee Mobility Clause:
  This prospect includes a mobility clause that requires a candidate to be mobile within the assigned district.

Upon completion of the training program, the successful candidate will be assigned to a position compatible with the training. The timing of this posting will be determined by progress in the training program and availability of appropriate opportunities. This may involve a transfer and geographic relocation to another TD location within the assigned region; the candidate is expected to be mobile within any location in this region.