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Personal Banker Trainee

2 months ago

Lethbridge, Alberta, Canada TD Bank Full time
Job Title: Customer Advisor

TD Bank is one of the world's leading global financial institutions, and we're seeking a highly skilled Customer Advisor to join our team. As a Customer Advisor, you will be responsible for providing exceptional customer experiences, building strong relationships with clients, and driving business growth.

Key Responsibilities:
  • Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD.
  • Provide sound advice with every customer interaction, contributing to an exceptional customer experience.
  • Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions.
  • Improve customer financial confidence through ongoing dialogue and by answering questions.
  • Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs.
  • Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances.
  • Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary.
  • Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
  • Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines.
  • Support the frontline with transactions, as necessary.
  • May act as a point of escalation and support for the frontline and advice colleagues, ensuring customer problems are handled appropriately, when required.
Key Performance Indicators:
  • Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers/advice opportunities and referrals, to increase profitability and enable business growth.
  • Promote and offer full suite of products, advice, services and banking capabilities.
  • Contribute to business objectives for Operational Excellence.
  • Support the timely and accurate completion of business processes and procedures.
  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions/activities as necessary.
  • Ensure documentation that is prepared/completed is accurate and properly reflects customer/business intentions and is consistent with relevant rules/regulations.
  • Identify, suggest and actively participate in process improvement opportunities.
  • Ensure necessary due diligence to support the accuracy of all transactions/activities.
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
  • Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct.
Requirements:
  • High School diploma and/or
  • 1+ years relevant experience
  • IFIC or CSC
  • CFSA to be completed upon hire
  • Post-Secondary or Undergraduate degree (in related field) preferred
About TD Bank:

TD Bank is one of the world's leading global financial institutions, with a commitment to providing legendary customer experiences. We're a diverse and inclusive organization, with a passion for helping our customers and communities thrive.

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.