Personal Banker

2 weeks ago

Magog, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary

We are seeking a highly skilled Personal Banker to join our team at The Toronto-Dominion Bank (Canada). As a Personal Banker, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities

  • Act as a subject matter expert in personal banking products and services, providing advice and guidance to customers.
  • Provide sound advice and contribute to an exceptional customer experience.
  • Use your 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.
  • Engage in customer outreach to discuss portfolio updates and/or additional opportunities which best service the customer's needs.
  • 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.
  • Support the frontline with transactions, as necessary.
  • May act as a point of escalation and support for the frontline and advice colleagues.

Requirements

  • High School diploma and/or equivalent experience.
  • 1+ years relevant experience.
  • IFIC or CSC certification.
  • CFSA certification to be completed upon hire.
  • Post-Secondary or Undergraduate degree (in related field) preferred.

About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We are committed to delivering legendary customer experiences and are guided by our vision to Be the Better Bank.

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