Personal Banker

4 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.


  • Personal Banker

    4 weeks ago


    Magog, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and motivated Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional customer service and sales support to our clients. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will have the chance to build strong...

  • Personal Banker

    4 weeks ago


    Magog, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.Key...


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

    About the JobAs a Personal Banker at TD, you will play a key role in delivering exceptional customer experiences and driving business growth.Job SummaryWe are seeking an experienced and motivated professional to join our team as a Personal Banker. In this role, you will be responsible for building relationships with customers, providing personalized advice...


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

    {"Key Responsibilities": "As a Personal Banker at TD, you will be responsible for providing exceptional customer service and advice to customers, helping them achieve their financial goals.Key responsibilities include:Building strong relationships with customers to understand their financial needs and goalsProviding personalized advice and guidance on...

  • Personal Banker

    1 month ago


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

    Description : CUSTOMER Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures Provide sound advice with every customer interaction, contributing to an...