Personal Banker Trainee

2 weeks ago

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

Job Summary

We are seeking a highly skilled Personal Banker Trainee to join our team at TD Bank. As a Personal Banker Trainee, you will be responsible for providing exceptional customer service and building strong relationships with our clients.

Key Responsibilities

  • Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD Bank.
  • 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.
  • Engage in customer outreach (via phone, email, and other means) 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, 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.

Requirements

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

About TD Bank

TD Bank is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

  • Personal Banker Trainee

    3 weeks ago

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

    Job DescriptionJob SummaryWe are seeking a highly motivated and customer-focused Personal Banker Trainee to join our team. As a Personal Banker Trainee, you will be responsible for providing exceptional customer service and support to our clients, while also developing your skills and knowledge in personal banking and financial services.Key...

  • Personal Banker Trainee

    2 weeks ago

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

    Job SummaryWe are seeking a highly skilled Personal Banker Trainee to join our team at The Toronto-Dominion Bank (Canada). As a Personal Banker Trainee, you will be responsible for providing exceptional customer service and financial advice to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and financial services, providing...

  • Personal Banker Trainee

    2 weeks ago

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

    Job SummaryWe are seeking a highly skilled Personal Banker Trainee to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as a subject matter expert in the branch for both customers and colleagues...

  • Personal Banker Trainee

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled Personal Banker Trainee to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAct as a subject matter expert in the branch for both customers and colleagues...

  • Personal Banker

    4 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe 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 providing financial solutions to our clients.Key ResponsibilitiesProactively engage with existing customers and prospects to identify their financial needs and provide...

  • Personal Banker

    4 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe 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 providing financial solutions to our clients.Key ResponsibilitiesProactively engage with existing customers and prospects to identify their financial needs and provide...

  • Private Banker

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Private BankerAt NBC, we're seeking a skilled Private Banker to join our Commercial & Private Banking 1859 sector. As a Private Banker, you'll play a key role in providing exceptional banking services to our clients, leveraging your expertise in transactional banking and credit solutions.Key Responsibilities:Develop and implement strategic...

  • Private Banker

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Private BankerAt NBC, we're seeking a skilled Private Banker to join our Commercial & Private Banking 1859 sector. As a Private Banker, you'll play a key role in providing exceptional banking services to our clients, leveraging your expertise in transactional banking and credit solutions.Key Responsibilities:Develop and implement strategic...

  • Personal Banker

    2 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe 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 providing financial solutions to our clients.Key ResponsibilitiesProactively engage with existing customers and prospects to grow loyalty and identify immediate/future...

  • Private Banker

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Private BankerAt NBC, we're seeking a skilled Private Banker to join our Commercial & Private Banking 1859 sector. As a Private Banker, you'll play a key role in providing exceptional banking services to our clients, leveraging your expertise in transactional banking and credit solutions.Key Responsibilities:Develop and implement strategic...

  • Private Banker

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Private BankerAt NBC, we're seeking a skilled Private Banker to join our Commercial & Private Banking 1859 sector. As a Private Banker, you'll play a key role in providing exceptional banking services to our clients, leveraging your expertise in transactional banking and credit solutions.Key Responsibilities:Develop and implement strategic...

  • Private Banker

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Private BankerAt NBC, we are seeking a highly skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing exceptional banking services to our clients, including transactional banking and credit solutions.Key Responsibilities:Recommend and implement strategic financing solutions tailored to the needs of our...

  • Private Banker

    3 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Private BankerAt NBC, we are seeking a highly skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing exceptional banking services to our clients, including transactional banking and credit solutions.Key Responsibilities:Recommend and implement strategic financing solutions tailored to the needs of our...

  • Personal Banker

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe 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 providing financial solutions to our clients.Key ResponsibilitiesProactively engage with existing customers and prospects to identify their financial needs and provide...

  • Personal Banker

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe 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...

  • Private Banker

    2 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Private Banker to join our team at NBC. As a Private Banker, you will be responsible for providing strategic financial solutions to our clients, leveraging your expertise in transactional banking and credit offerings.Key Responsibilities:Develop and implement customized financial strategies for clients, utilizing...

  • Financial Services Specialist

    16 hours ago

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

    Job SummaryThis role requires a highly skilled and knowledgeable individual to provide exceptional customer service and advice on financial products and services.The ideal candidate will possess a strong understanding of personal and commercial banking, as well as the ability to communicate complex financial information to customers.We are seeking a...

  • Senior Banker Role

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Banker to join our team at BMO. As a Senior 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 ResponsibilitiesDevelop and...

  • Banking Associate

    2 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Banking AssociateAbout the Role:As a Banking Associate at National Bank, you will have the opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you will provide support to bankers or private bankers by ensuring administrative follow-up and customer service. You will also ensure client...

  • Associate Private Banking Professional

    1 month ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Associate Private BankingAre you passionate about delivering exceptional client service and building strong relationships? Do you have a keen interest in wealth management and a desire to work in a dynamic and fast-paced environment?About the Role:As an Associate Private Banking professional at National Bank, you will play a key role in supporting...