Personal Banker Trainee

6 months ago

Victoria, Canada TD Bank Full time

**Personal Banker Trainee - Inviting Indigenous Applicants**:

- 417456BR

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

**Work Location**
- 1080 Douglas Street

**Employment Type**
- Regular

**City**
- Victoria

**Time Type**
- Full Time

**Province/State**
- British Columbia

**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 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 Details**

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

This particular posting is open to those who identify part of Indigenous Communities with interest in the Personal Banker Trainee role. For other opportunities, both for Indigenous Communities and others, please visit the TD Career Site.

**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**
- We're committed to the ongoing development and growth of colleagues, so that they can unlock their full potential and achieve their career goals. We treat colleagues with the same care, warmth and respect that we show our customers, and we know that caring colleagues and supportive leaders are what makes TD unique. To learn more, visit Indigenous talent at TD.
- We work to attract and develop next generation of professionals by offering paid internships, rotational programs, and management associate programs.**Inclusion and Accessibility**
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.

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive cu

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