Trainee Personal Banker

Embark on your financial career as a Personal Banker Trainee at TD in Richmond, British Columbia. Engage customers with personalized financial solutions and advice while building lasting relationships.

In this entry-level role, you will assist customers with investment and credit banking solutions, fostering their financial confidence. Your tasks include addressing customer inquiries, preparing essential documents, and maintaining a compliant professional environment. Collaborate closely with both customers and team members to enhance service levels and productivity.

Key Responsibilities:

• Advise customers on financial solutions and investment options

• Engage with clients to deepen relationships through thoughtful questions

• Provide tailored financial reviews based on customer goals

• Handle customer concerns efficiently as a point of contact

• Stay updated on regulations and industry standards

Requirements:

• High school diploma with 1 year of experience

• Relevant post-secondary degree is an asset

• Completion of IFIC required; CFSA within 12 months

• Advanced knowledge of credit processes and banking solutions

• Proficient in MS Office and communication skills

Launch your career in banking by providing exceptional service and personalized financial advice at TD in Richmond.
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