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 with a focus on customer experience.
- Benefits: Competitive salary, health benefits, career development, and a supportive work environment.
- Other info: 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 finance and customer service.
The predicted salary is between 50600 - 71400 $ per year.
**Location:** Saskatoon, Saskatchewan, Canada
**Schedule:** 37.5 hours per week
**Sector:** Personal and Commercial Banking Services
**Compensation Details:** $50,600 - $71,400 CAD
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 Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
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 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.
**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, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to identify an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.
We are committed to supporting your success and fostering a respectful workplace where diverse perspectives are valued, where everyone has equal opportunities to advance, and where you can fully realize yourself and achieve your career goals.
We look forward to hearing from you!
Personal Banker Trainee in Saskatoon employer: TD Bank
TD Bank is an exceptional employer that fosters a collaborative and inclusive work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the future of banking and financial services.