Personal Banker
12 hours ago
About the Role:
We are seeking a highly skilled and motivated 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 financial expertise to 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, especially regarding both personal banking and business banking products/services or policies/procedures.
- 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.
About Our Team:
We are a dynamic and supportive team that is passionate about delivering exceptional customer service and financial expertise. We are committed to helping our customers achieve their financial goals and we take pride in our work.
What We Offer:
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We also offer a collaborative and inclusive work environment that values diversity and promotes work-life balance.
Requirements:
- High School diploma and/or equivalent.
- 1+ years relevant experience.
- IFIC or CSC certification.
- CFSA certification to be completed upon hire.
- Post-Secondary or Undergraduate degree (in related field) preferred.
Language Requirement (Quebec only): Sans Objet
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 we take pride in our work.
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