Personal Banker Trainee- - Inviting Applicants who identify as First Nation (Status and Non-Sta[...] (Alberta)

Personal Banker Trainee- - Inviting Applicants who identify as First Nation (Status and Non-Sta[...] (Alberta)

15 Aug
|
TD
|
Alberta

15 Aug

TD

Alberta

Work Location
Lethbridge, Alberta, Canada

Hours
37.5 hours per week

Line Of Business
Personal & Commercial Banking

Pay Details
$50,600 - $71,400 CAD

Compensation
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation‑related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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.

Job Description
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.

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 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

Qualifications

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 to provide personalized advice to customers in a rapid‑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

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📌 Personal Banker Trainee- - Inviting Applicants who identify as First Nation (Status and Non-Sta[...] (Alberta)
🏢 TD
📍 Alberta

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