Personal Banker Trainee in Wasaga Beach

Wasaga Beach Trainee 50600 - 71400 $ / year (est.) On-site

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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: 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; post-secondary education is a plus.

The predicted salary is between 50600 - 71400 $ per year.

**Location:** Wasaga Beach, Ontario, 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 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.
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, 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.
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.

We are committed to supporting your success and fostering a respectful workplace where diverse perspectives are valued. Together, we reimagine banking experiences and possibilities for our clients, colleagues, and communities.