At a Glance
- Tasks: Connect with customers to help them achieve their financial goals and provide personalized advice.
- Company: Join TD Canada Trust, a leading financial institution in North America.
- Benefits: Competitive salary, career development, health benefits, and flexible work options.
- Other info: Dynamic training program with opportunities for growth and mobility within the company.
- Why this job: Make a real impact by helping customers navigate their financial journeys.
- Qualifications: High school diploma or relevant experience; passion for customer service is key.
The predicted salary is between 50600 - 71400 $ per year.
Location: Espanola, Ontario, Canada
Schedule: 37.5 hours per week
Industry: Personal and Commercial Banking
Salary Range: $50,600 - $71,400 CAD
The TD is committed to offering fair and equitable compensation to all colleagues. Opportunities for growth and skill development are essential characteristics of the colleague experience at TD.
Job Description:
At TD Canada Trust, we strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers.
In this role, you are expected to:
- Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
- Engage with customers by asking thoughtful financial questions to create positive experiences and deepen relationships.
- Provide personalized financial advice, answer customer questions, and address their concerns while maintaining confidentiality and accuracy.
- Act as a point of contact for frontline staff in handling customer problems.
- Maintain professional space in common areas as per marketing and regulatory guidelines.
- Work closely with existing and prospective customers to provide financial reviews and suggest additional personalized solutions based on their financial goals.
- Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct.
- Strive to achieve and improve service level agreements and productivity targets.
- Ensure documents are prepared consistent with relevant regulations.
- Participate fully as a team member and help build a positive and diverse work environment.
Job Requirements:
- High school diploma and/or 1 year of relevant experience.
- Post-Secondary or Undergraduate degree in related field is an asset.
- Completion of IFIC or equivalent required.
- CFSA must be completed within 12 months, if hired.
- Real estate secured lending and/or investment experience is an asset.
- Sound knowledge of advanced investing and credit processes.
- Proficiency in software tools including MS Office and internet applications.
- Tactful communicator able to exchange ideas and customer information concisely.
- A self-initiator with strong organizational, planning, and time management skills.
Trainee Mobility:
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, you may be assigned to a position compatible with your training.
About Us:
The TD is a global leader in financial institutions and is committed to being a leader in customer experience.
Additional Information:
We are excited that you are considering a career at TD. We are dedicated to helping our colleagues succeed in their personal and professional lives.
Training and Integration:
We will ensure you have the necessary tools and resources to succeed in your new role through integration and training sessions.
Interview Process:
We will communicate with selected candidates to schedule an interview.
Accommodation Measures:
Accessibility is important to us. Please let us know if you require any accommodations to participate in the interview process.
Personal Banker Trainee in Espanola employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
