See more Collapse

Personal Banker Trainee

4 weeks ago

Markham, Canada TD Bank Full time

402742BR

Retail Banking - Financial Services

Markham, ON

March 13, 2023

Company Overview

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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small businesses achieve their financial goals.

We are looking for brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences.

Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with an impact.

**Job Description**:
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
- 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; raising 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

**Requirements**:

- Fluent in either Cantonese, Mandarin or both
- High school diploma with over 1 year of relevant experience
- Completion of IFIC or CSC Course
- CFSA must be completed, if hired
- Post-Secondary or Undergraduate degree in related field is 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
- 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

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

We have other current jobs related to this field that you can find below

  • Personal Banker Trainee/mngr Personal Financial

    2 weeks ago

    Markham, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 424759BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 8601 Warden Avenue **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Personal Banker Trainee/mngr Personal Financial

    4 weeks ago

    Markham, Canada TD Bank Full time

    **Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 415863BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 220 Commerce Valley Drive West Corporate **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** -...

  • Mandarin/cantonese Fluency

    4 weeks ago

    Markham, Canada TD Bank Full time

    **Mandarin/Cantonese Fluency - Personal Banker Trainee**: - 425966BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 80 Copper Creek Drive **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay...

  • Personal Banker

    3 weeks ago

    Markham, Canada CTBC Bank Corp. (Canada) Full time

    CTBC Bank Corp. (Canada) is a subsidiary of CTBC Holding Company Ltd., the largest and most profitable privately owned bank headquartered in Taiwan. The Bank continues to expand its retail operations, including residential mortgage lending in Greater Toronto & Vancouver areas. We are looking for a highly self-motivated, enthusiastic, and goal-oriented...

  • Personal Banker

    4 weeks ago

    Markham, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...

  • Personal Banker

    3 weeks ago

    Markham, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...

  • Mandarin/cantonese Fluency

    4 weeks ago

    Markham, Canada TD Bank Full time

    425966BR Retail Banking - Financial Services Markham, ON November 23, 2023 Hours 37.5 Workplace Model Onsite Pay Details 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 understanding their needs and providing personalized financial solutions,...

  • Personal Banker

    4 weeks ago

    Markham, Canada TD Bank Full time

    **Personal Banker - Spanish and/or Italian**: - 425776BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 5261 Highway 7, #B101 **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...

  • Trilingual Personal Banker

    2 weeks ago

    Markham, Ontario, Canada HSBC Full time

    Job descriptionOpening up a world of opportunity.HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.We're here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new...

  • Trilingual Personal Banker

    4 days ago

    Markham, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...

  • Careers Near Me – Personal Banker

    2 weeks ago

    Markham, Ontario, Canada HSBC Full time

    Job Description:As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact.You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...

  • Personal Banker

    4 weeks ago

    Markham, Canada TD Bank Full time

    425776BR Retail Banking - Financial Services Markham, ON November 22, 2023 Hours 37.5 Workplace Model Onsite Pay Details 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 understanding their needs and providing personalized financial solutions,...

  • Commercial Banker

    2 weeks ago

    Markham, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class...

  • HSBC Careers Near Me – Personal Banker

    2 months ago

    Markham, Canada HSBC Full time

    Job Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...

  • HSBC Careers Near Me – Personal Banker

    2 months ago

    Markham, Canada HSBC Full time

    Job Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...

  • HSBC Careers Near Me – Personal Banker

    3 months ago

    Markham, Canada HSBC Full time

    Job Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...

  • HSBC Careers Near Me – Personal Banker

    4 weeks ago

    Markham, Canada HSBC Full time

    Job Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...

  • HSBC Careers Near Me – Personal Banker

    4 weeks ago

    Markham, Canada HSBC Full time

    Job Description: As a Personal Banker you are a Brand Ambassador for HSBC Bank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising...

  • Personal Banker Trainee/mngr Personal Financial

    4 weeks ago

    Markham, Canada TD Bank Full time

    415861BR Retail Banking - Financial Services Markham, ON August 2, 2023 Hours 37.5 Workplace Model Onsite Pay Details 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 understanding their needs and providing personalized financial solutions, our...

  • Pet Groomer Trainee

    4 weeks ago

    Markham, Canada PetSmart Full time

    PET GROOMER TRAINEE YOUR GROOMING CAREER: Start your career in grooming as a Groomer Trainee!  As a Groomer Trainee in our Grooming Salon, you’ll have the opportunity to build personal relationships with your clients each time they visit and truly become a part of their family. You’ll get to know their pets’ styles and personalities to create a...