Personal Banker

Personal Banker (Future opportunities) – Gatineau Join to apply for the Personal Banker (Future opportunities) – Gatineau role at TD Securities. Posted: 4 days ago Job Details Location: Gatineau, Quebec, Canada Hours: 37.5 hours per week Line of Business: Personal & Commercial Banking Pay: $52,700 – $74,400 CAD per year (base pay) TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking benefits, career development and more. Department Overview At TD Canada Trust, we are the frontline of TD Bank. We build deep relationships with customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. We ask our team members to think like a customer, act like an owner, innovate with purpose and execute with speed and impact. Job Description Do you enjoy connecting personally with customers to help them achieve their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice. In This Role, You Are Expected To: Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions. Engage with customers by asking thoughtful financial questions and creating positive experiences to retain and deepen relationships. Increase customer financial confidence by providing personalized financial advice, answering questions, and addressing concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy. Act as a point of contact for 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, and 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. Job Requirements 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 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 to provide personalized advice 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. Training & Onboarding We will provide training and onboarding sessions to ensure you have everything needed to succeed. Interview Process We will reach out to candidates of interest to schedule an interview and communicate outcomes by email or phone. Accommodation Your accessibility is important to us. Please let us know if you would like accommodations such as accessible meeting rooms or captioning for virtual interviews. Language Requirement (Quebec Only) We invite bilingual and francophone candidates. For each future opening, a language assessment will determine if knowledge of a language other than French is required. Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches. Every day, we deliver customer experiences to over 27 million households and businesses. We are guided by our vision to “Be the Better Bank” and our purpose to enrich the lives of our customers, communities, and colleagues. #J-18808-Ljbffr