Help Trenton customers pursue financial goals through investment advice, credit solutions, and personalized banking support at TD Canada Trust.
As a Personal Banker, you will build customer relationships through financial reviews, portfolio updates, and tailored recommendations. You will advise on investment and credit banking solutions while answering questions and addressing concerns. The position also supports frontline staff and internal partners.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized financial advice and address concerns
- Discuss portfolio updates and recommend suitable solutions
- Handle customer problems for frontline staff
Requirements:
- High school diploma or one year relevant experience
- Post-secondary or undergraduate degree considered an asset
- Completion of IFIC required
- Complete CFSA within twelve months if hired
- Advanced investing and credit process knowledge
Bring investment knowledge, customer communication, and financial planning expertise to Personal Banker service at TD Canada Trust in Trenton.
Personal Banker Investment Advice in Quinte West 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.
