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, health benefits, career development, and a supportive work environment.
- Other info: Dynamic team culture with opportunities for mentorship and growth.
- Why this job: Make a real impact by helping customers navigate their financial journeys.
- Qualifications: High school diploma or relevant experience; post-secondary education is a plus.
The predicted salary is between 52700 - 74400 $ per year.
Lieu de travail : Uxbridge, Ontario, Canada
Horaire : 37.5
Secteur d’activité : Services bancaires personnels et commerciaux
Détails de la rémunération : $52,700 - $74,400 CAD
Description du poste :
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. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
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.
- 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; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy.
- 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 as well as participate in process improvement opportunities to protect the interests of the organization.
- 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, and address communication issues efficiently.
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 in order to provide personalized advice to customers in a fast-paced work environment.
- 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.
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Banquier Personnel en formation in Uxbridge 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.
