Personal Banker

2 weeks ago

Toronto, 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

**Additional Information**
- Experience in financial services is required. Experience specifically related to Real Estate Secured Lending and investment advice is a strong asset.
- It is understood that you will have flexibility to work on a rotational basis as part of the branch team. Branch hours may vary depending on location. Extended hours are Monday to Friday 9am to 8pm, and Saturdays 9am to 4pm.
- Additional Information:
- Experience in financial services is required; specifically related to Real Estate Secured Lending and investment advice.
- It is understood that you will have flexibility to work on a rotational basis as part of the branch team. Branch hours may vary depending on location. Extended hours are Monday to Friday 9am to 8pm, and Saturdays 9am to 4pm.

LI-POST
- #METROEAST
- #ME**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)**
- Ontario

**City (Primary)**
- Toronto

**Work Location**
- 2555 St. Clair Avenue West, 1033 Queen Street West, 1050 Wilson Avenue, 1140 Dundas Street West, 1245 Dupont Street, 1347 St Clair Avenue West, 1435 Queen Street West, 1601 Wilson Avenue, 1886 Eglinton Avenue West, 2220 Bloor Street West, 2390 Keele Street, 2547 Weston Road, 2945 Dundas Street West, 301 College Street, 3140 Dufferin Street, 382 Roncesvalles Avenue, 574 Bloor Street West, 61 Hanna Avenue, 870 St. Clair Avenue W

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