Personal Banker Trainee

3 weeks ago

Regina, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**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.

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

**Job Requirements**
- 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

**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.

**Job Family**
- Retail Sales & Service

**Job Category - Primary**
- Retail Banking - Financial Services

**Job Category(s)**
- Retail Banking - Financial Services

**Hours**
- 37.5

**Business Line**
- TD Canada Trust

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Saskatchewan

**City (Primary)**
- Regina

**Work Location**
- 4011 Rochdale Boulevard, Unit E

**Job Expires**
- 23-Feb-2023

  • Personal Banker Trainee

    4 weeks ago

    Regina, Canada TD Bank Full time

    **Personal Banker Trainee**: - 415315BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1904 Hamilton Street **Employment Type** - Regular **City** - Regina **Time Type** - Full Time **Province/State** - Saskatchewan **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...

  • Personal Banker Trainee

    3 weeks ago

    Regina, Canada TD Bank Full time

    399598BR Retail Banking - Financial Services Regina, SK February 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...

  • Personal Banker Trainee

    4 weeks ago

    Regina, Canada TD Bank Full time

    415315BR Retail Banking - Financial Services Regina, SK July 27, 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...

  • Bilingual Personal Banker

    2 weeks ago

    Regina, 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...

  • Personal Banker

    2 months ago

    Regina, Canada BMO Financial Group Full time

    1871 Victoria Avenue East Regina Saskatchewan,S4N 6E6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banker

    2 weeks ago

    Regina, Canada BMO Financial Group Full time

    1871 Victoria Avenue East Regina Saskatchewan,S4N 6E6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banker

    2 weeks ago

    Regina, Canada BMO Financial Group Full time

    3891 Rochdale Blvd Regina Saskatchewan,S4X 0P9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker

    2 weeks ago

    Regina, Canada BMO Financial Group Full time

    1800 Scarth Street Regina Saskatchewan,S4P 2G3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Universal Banker

    3 weeks ago

    Regina, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Trainee Insurance Estimator

    3 weeks ago

    Regina, Canada Paul Davis Restoration of Regina SK Full time

    Reports To: General Manager or Owner "A mind built for excellence. A spirit built for service." **What does a Trainee Insurance Estimator with Paul Davis do?** - Serve your community when it needs it the most - Communicate with clients and adjusters the scope and expectations for rebuild - Celebrate completion of projects with homeowners, grateful to be...

  • Private Banker

    3 weeks ago

    Regina, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are currently seeking a Private Banker to join our team. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You will be responsible...

  • Universal Banker I

    2 months ago

    Regina, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Universal Banker I

    24 hours ago

    Regina, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Universal Banker Ii

    2 months ago

    Regina, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Universal Banker Ii

    23 hours ago

    Regina, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Banker

    7 days ago

    Regina, Saskatchewan, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?We are currently seeking a Private Banker to join our team. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking's core value proposition of wealth planning, credit, cash management, and day-to-day banking. You will be responsible for bringing...

  • Management Development Trainee

    3 weeks ago

    Regina, Saskatchewan, Canada EMCO HVACEMCO CVC Full time

    Company DescriptionWelcome to EMCO Corporation's Management Development Program, where your journey begins with us As a recent graduate, you'll embark on a dynamic career path within our HVAC division, a leading national distributor shaping the construction industry for over 115 years. At EMCO, innovation and excellence are at our core. Join a passionate...

  • Management Development Trainee

    3 weeks ago

    Regina, Saskatchewan, Canada EMCO HVACEMCO CVC Full time

    Company DescriptionWelcome to EMCO Corporation's Management Development Program, where your journey begins with us As a recent graduate, you'll embark on a dynamic career path within our HVAC division, a leading national distributor shaping the construction industry for over 115 years. At EMCO, innovation and excellence are at our core. Join a passionate...

  • Management Development Trainee

    4 weeks ago

    Regina, Canada EMCO HVACEMCO CVC Full time

    Company DescriptionWelcome to EMCO Corporation's Management Development Program, where your journey begins with us! As a recent graduate, you'll embark on a dynamic career path within our HVAC division, a leading national distributor shaping the construction industry for over 115 years. At EMCO, innovation and excellence are at our core. Join a passionate...

  • Management Development Trainee

    3 weeks ago

    Regina, Canada EMCO HVACEMCO CVC Full time

    Company DescriptionWelcome to EMCO Corporation's Management Development Program, where your journey begins with us! As a recent graduate, you'll embark on a dynamic career path within our HVAC division, a leading national distributor shaping the construction industry for over 115 years. At EMCO, innovation and excellence are at our core. Join a passionate...