Banquier Personnel

Salary: $50,600 - $71,400 CAD Job Title: Personal Banker Location: Portage La Prairie, Manitoba, Canada Hours: 37.5 hours per week Sector: Personal and Commercial Banking Job Description Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns. 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; raise 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 Qualifications High school diploma and/or 1 year of relevant experience Post-Secondary or Undergraduate degree in related field is an asset Completion of IFIC or equivalent required CFSA must be completed within 12 months, if hired Real estate secured lending and/or investment experience an asset Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment Proficiency in software tools including MS Office, and internet application 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 About TD Canada Trust TD Canada Trust is a globally leading financial institution. We serve more than 27 million households and businesses across Canada, the United States and around the world. We are guided by a vision of being a better bank and a goal of enriching the lives of our customers, communities and colleagues. We are deeply committed to building a positive customer experience and fostering a culture of inclusivity. At TD, we believe every colleague, regardless of sector, is in contact with the customer. We invest in growth, mentorship, training, and leadership development to help you reach your full potential and achieve your goals. #J-18808-Ljbffr