Work Location
Saint‑Hubert, Quebec, Canada
Hours
37.5 hours per week
Line of Business
Personal & Commercial Banking
Pay Details
Base salary: $52,700 – $74,400 CAD
Job Title
Personal Banker
Department Overview
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.
Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with speed and impact.
Responsibilities
- 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 qualified 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.
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 application.
- 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.
Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more.
Additional Information
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Language Requirement (Quebec Only)
- Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.
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