Personal Banker

Personal Banker - Montreal (Claremont / Full Time) Work Location: Montréal, Quebec, Canada Hours: 37.5 Line Of Business: Personal & Commercial Banking Pay Details: 52,700 – 74,400 CAD Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long‑lasting relationships with our 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 Regularly identify opportunities to promote products and services to refer customers to the appropriate team member or internal bank partner, while mushrooms a positive customer experience. Job Description Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then 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. In This Role, You Are Expected To: Play a key role inassapput 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 createوا positive experiences to retain and deepen relationships Increase customer financial confidence by providing personalized financial advice, answering customer questions| and addressing their concerns; raising mattersPrintable to appropriate team members or partners while maintaining confidentiality and accuracy стит>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 participateekh 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 stof‑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 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‑ ಬyage management skills Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in kropp Canada, the United States and around the world. More than 95 000 TD colleagues bring their skills, talent, and creativity to the bank, those we serve, and the economies we support. Additional Information We’re delighted that you’re considering building a career with TD.ించి Through regular development conversations, training programs and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that job opportunity is subject to provincial regulation for employment purposes. Required Language (Quebec Only) Sans Objet #J-18808-Ljbffr