Personal Banker Trainee/mngr Personal Financial
3 weeks ago
**Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**:
- 416351BR
**Job Category - Primary**
- Retail Banking - Financial Services
**Work Location**
- 7008 No. 3 Road
**Employment Type**
- Regular
**City**
- Richmond
**Time Type**
- Full Time
**Province/State**
- British Columbia
**Hours**
- 37.50
**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
**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
**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 culture.**Making Your Well-being a Priority**
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.**How We Work**
At TD, we believe in-person connections fuel collab
-
Personal Banker Trainee/mngr Personal Financial
2 weeks ago
Richmond, Canada TD Bank Full time**Personal Banker Trainee/Mngr Personal Financial Srvcs Trainee I**: - 414906BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 5991 #3 Road **Employment Type** - Regular **City** - Richmond **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Pay Details** **Department...
-
Personal Banker
2 weeks ago
Richmond, 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
3 weeks ago
Richmond, Canada BMO Financial Group Full time8180 No 2 Road, Unit 192 Richmond British Columbia,V7C 5K1 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...
-
Personal Banker
3 weeks ago
Richmond, Canada BMO Financial Group Full time3880, No 3 Road, Unit 100 Richmond British Columbia,V6X 2C1 Fluency in English, Mandarin and Cantonese are most preferred 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...
-
Personal Banker
1 week ago
Richmond, Canada BMO Financial Group Full time11000 No 5 Road Richmond British Columbia,V7A 4E7 **Prefer fluency in English, AND Mandarin (asset) OR Cantonese (asset)** 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...
-
Personal Banker
1 week ago
Richmond, Canada BMO Financial Group Full time8180 No 2 Road, Unit 192 Richmond British Columbia,V7C 5K1 Fluency in English (Must) and Chinese languages (asset) 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...
-
Personal Banker
4 weeks ago
Richmond, Canada BMO Financial Group Full time11000 No 5 Road Richmond British Columbia,V7A 4E7 Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and career growth...
-
Personal Banker
2 weeks ago
Richmond, Canada BMO Financial Group Full time3880, No 3 Road, Unit 100 Richmond British Columbia,V6X 2C1 Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and...
-
Personal Banker
1 day ago
Richmond, Canada BMO Financial Group Full time3900 Steveston Hwy Unit 130 Richmond British Columbia,V7E 2K1 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...
-
Personal Banker
3 weeks ago
Richmond, Canada CTBC Bank Corp. (Canada) Full timeCTBC Bank Corp. (Canada) is a subsidiary of CTBC Holding Company Ltd., the largest and most profitable privately owned bank headquartered in Taiwan. CTBC Bank Corp. (Canada) 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...
-
Personal Banker
3 weeks ago
Richmond Hill, Canada BMO Financial Group Full time1 Spadina Road Richmond Hill Ontario,L4B 3M2 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
Richmond Hill, Canada BMO Financial Group Full time11680 Yonge Street Richmond Hill Ontario,L4E 0K4 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 through various channels with BMO partners to deliver the desired...
-
Personal Banker
2 weeks ago
Richmond Hill, Canada BMO Financial Group Full time550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 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 through various channels with BMO partners to deliver the desired...
-
Personal Banker
4 weeks ago
Richmond Hill, Canada BMO Financial Group Full timeAddress: 11680 Yonge Street Job Family Group: Retail Banking Sales & Service 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...
-
Personal Banker
4 weeks ago
Richmond, Canada CTBC Bank Corp. (Canada) Full timeCTBC Bank Corp. (Canada) is a subsidiary of CTBC Holding Company Ltd., the largest and most profitable privately owned bank headquartered in Taiwan. CTBC Bank Corp. (Canada) 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...
-
Personal Banker Associate
4 weeks ago
Richmond, Canada BMO Financial Group Full time11000 No 5 Road Richmond British Columbia,V7A 4E7 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...
-
Richmond, Canada HSBC Full timeOpening 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...
-
Richmond, Canada HSBC Full timeOpening 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...
-
Richmond, Canada HSBC Full timeOpening 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 opportunities...
-
Richmond, Canada HSBC Full timeOpening 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...
