At a Glance
- Tasks: Connect with customers to help them achieve their financial goals and provide personalized advice.
- Company: Join TD Canada Trust, a leader in the financial services industry.
- Benefits: Competitive salary, health benefits, career development, and a supportive work environment.
- Other info: Dynamic team culture with opportunities for growth and mentorship.
- 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.
Lieu de travail: Sault Ste Marie, Ontario, Canada
Horaire: 37.5
Section d'activité: Services bancaires personnels et commerciaux
Détails de la rémunération: $50,600 - $71,400 CAD
La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l'expérience collègue à la TD.
Description du poste:
Department Overview: At TD Canada Trust, we are the frontline of TD Bank. 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.
Job Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
Responsabilités:
- Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
- By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships.
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns.
- Act as a point of contact for the 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, discuss portfolio updates 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 and in a way properly reflecting business intentions.
- Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities.
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 an asset.
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts.
- Proficiency in software tools including MS Office, and internet applications.
- Tactful communicator able to exchange ideas and customer information in a concise and logical way.
- A self-initiator with strong organizational, planning and time management skills.
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d'aider nos collègues à réussir dans leur vie tant personnelle que professionnelle.
À la TD, nous avons pour objectif d'enrichir la vie de nos clients, de nos collectivités et de nos collègues, et nous avons en commun un ensemble de valeurs qui façonnent notre culture et guident nos comportements.
Personal Banker in Ottawa 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.
