Personal Banker
2 weeks ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team at The Toronto-Dominion Bank (Canada). As a Personal Banker - Financial Solutions Expert, you will be responsible for providing high-level financial advice and solutions to our customers, helping them achieve their financial goals and objectives.
Key Responsibilities- Customer Relationship Management: Develop and deepen customer relationships by understanding their financial needs and providing suitable financial solutions.
- Financial Advice and Solutions: Provide expert financial advice and solutions to customers, including investment and credit product suites and services.
- Product and Service Promotion: Identify opportunities to promote Bank products and services to customers, and refer them to appropriate team members or internal Bank partners.
- Risk Management: Protect the interests of the organization by identifying and managing risks, and escalating non-standard, high-risk transactions or activities as necessary.
- Process Improvement: Identify, suggest, and actively participate in process improvement opportunities to enhance the customer experience and improve operational efficiency.
- Team Collaboration: Participate fully as a member of the team, support a positive work environment, and contribute to the success of the team by willingly assisting others in the completion and performance of work activities.
- Education: High School diploma and/or equivalent, with a Post-Secondary or Undergraduate degree in a related field preferred.
- Experience: 1+ years of relevant experience in the financial services industry, with specialized expertise in a range of products, services, concepts, and processes.
- Certifications: IFIC or CSC certification, with CFSA to be completed upon hire.
We offer a competitive compensation package, including a base salary, variable compensation, and a range of benefits, including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Language RequirementN/A.
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Personal Banker
3 months ago
Cranbrook, Canada The Toronto-Dominion Bank (Canada) Full timeDescription : Provide high-level financial advice / solutions on a broad range of investment and credit product suites and services to existing / prospective TD Customers. This role also develops and deepens customer relationships and retains existing relationships by understanding customer's financial needs and providing suitable financial...