Personal Banker Trainee - Future Opportunities

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United States

Personal Banker Trainee - Future Opportunities

Edmonton

CAD 60,000 - 80,000

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.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

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.

In this role, you are expected to:

1. Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
2. Engage with customers by asking thoughtful financial questions and create positive experiences to retain and deepen relationships.
3. Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns.
4. Act as a point of contact for the frontline staff in handling customer problems.
5. Maintain professional space in common areas as per marketing and regulatory guidelines.
6. Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions.
7. Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct.
8. Strive to achieve and improve service level agreements and productivity targets.
9. Ensure documents are prepared consistent with relevant regulations.
10. Participate fully as a team member, help build a positive and diverse work environment, and address communication issues efficiently.

Job Requirements:

1. High school diploma and/or 1 year of relevant experience.
2. Post-Secondary or Undergraduate degree in related field is an asset.
3. Completion of IFIC or equivalent required.
4. CFSA must be completed within 12 months, if hired.
5. Real estate secured lending and/or investment experience an asset.
6. Sound knowledge of advanced investing and credit processes.
7. Proficiency in software tools including MS Office, and internet applications.
8. Tactful communicator able to exchange ideas and customer information in a concise and logical way.
9. A self-initiator with strong organizational, planning and time management skills.