Senior Personal Banker Trainee – Borrowing - Mandarin or Cantonese Language Skills Asset

Job Overview

Location:

Vancouver, British Columbia, Canada;

Hours:

37.5;
Pay: $59,500 - $84,000 CAD

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences.
• Require 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 serve 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).
• Mandarin or Cantonese language skills are considered an asset for this opportunity.
• Mobility: candidate must be mobile within the Assigned District and open to possible relocation within the region.