Personal Banker - Remote

Overview

As a Personal Banker at TD Canada Trust, you will connect with customers to assist them in achieving their financial goals by providing personalized financial advice and promoting banking products and services.

In Short

• Engage with customers to understand their financial needs.
• Provide sound financial planning advice.
• Promote banking products and services.
• Maintain confidentiality and accuracy in customer interactions.
• Participate in process improvement opportunities.
• Achieve service level agreements and productivity targets.
• Assist and mentor team members.
• Stay knowledgeable about industry regulations.
• Prepare documents consistent with regulations.
• Build a positive and diverse work environment.

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.
• Real estate secured lending and/or investment experience is an asset.
• Sound knowledge of advanced investing and credit processes.
• Proficiency in MS Office and internet applications.
• Tactful communicator with strong organizational skills.
• Self-initiator with planning and time management skills.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Reward and recognition programs.