At a Glance
- Tasks: Provide expert home borrowing advice and enhance customer financial confidence.
- Company: Join TD Canada Trust, a leader in banking with a focus on customer experience.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Dynamic branch environment with a focus on teamwork and customer satisfaction.
- Why this job: Make a real difference in customers' lives through financial planning and lending expertise.
- Qualifications: High School diploma or post-secondary degree, plus two years of relevant experience.
The predicted salary is between 63000 - 77000 $ per year.
Serve Sydney customers with home borrowing expertise and financial advice at TD Canada Trust, working onsite in a full-time branch role.
Build confidence through thoughtful conversations about lending, investing, and banking needs.
As a Senior Personal Banker – Home Borrowing, you will create exceptional branch experiences and provide sound financial planning advice.
The role requires expertise in Real Estate Secured Lending products, alongside knowledge of investing and day-to-day banking.
You will understand customer needs, own suitable solutions, and involve experts when required.
Key Responsibilities
- Provide specialized home borrowing advice and customer experiences
- Answer questions and improve customer financial confidence
- Maintain expertise across TD products, services, policies, and procedures
- Conduct proactive outreach about portfolio updates and opportunities
- Prepare accurate documentation according to business policies
Requirements
- High School diploma or related post-secondary degree preferred
- At least two years of relevant experience
- Investment Funds in Canada accreditation within 90 days
- Certificate in Financial Services Advice within six months
- Meet applicable Canadian Investment Regulatory Organization registration requirements
Apply your home borrowing, financial planning, and customer relationship expertise as a Senior Personal Banker in Sydney.
Senior Home Borrowing Banker in Sydney 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.
