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Personal Banker

4 weeks ago

Kingston, Canada TD Bank Full time

**Work Location**:
Kingston, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
Personal & Commercial Banking

**Pay Details**:
**CUSTOMER**
- **Provide sound advice with every customer interaction, contributing to an exceptional customer experience**:

- **Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions**:

- **Improve customer financial confidence through ongoing dialogue and by answering questions**:

- **Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances**:

- **Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary**:

- **Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations**:

- **Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the personal banker occupies**:

- **Support the frontline with transactions, as necessary**:

- **May act as a point of escalation and support for the frontline and advice colleagues, ensuring customer problems are handled appropriately, when required**

**SHAREHOLDER**
- **Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growth**:

- **Promote and offer full suite of products, advice, services and banking capabilities**:

- **Contribute to business objectives for Operational Excellence**:

- **Support the timely and accurate completion of business processes and procedures**:

- **Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary**:

- **Ensure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulations**:

- **Identify, suggest and actively participate in process improvement opportunities**:

- **Ensure necessary due diligence to support the accuracy of all transactions / activities**:

- **Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts**:

- **Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite**:

- **Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct**

**EMPLOYEE / TEAM**
- **Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest**:

- **Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit; demonstrate ability and commitment towards reaching expert level within role**:

- **Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques**:

- **Participate in personal performance management and development activities, including cross training within own team**:

- **Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities**:

- **Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.**:

- **Contribute to a fair, positive and equitable environment that supports a diverse workforce**:

- **Act as a brand champion for your business area/function and the bank, both internally and/or externally**

**BREADTH & DEPTH**:

- **Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers**:

- **Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk**:

- **Acts as an advice process/product expert to customers and/or internal partners**:

- **Identifies complex problems and formulates the most appropriate solution**:

- **Acts as a team lead and/or escalation point for complex issues, coordinating the work of others and providing coaching to maintain service, process and product standards**:

- **Uses insights into how the customer or advice team integrates with other teams to coordinate efforts and resources to achieve shared objectives**:

- **Has direct impact on the quality of the duties performed, or services provided, to the advice team and the unit supported**:

- **Implements advice and customer service procedures and approaches to complete work**:

- **Requi

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