Personal Banker - Remote

Overview

The Personal Banker role at TD Canada Trust focuses on building strong customer relationships and providing personalized financial advice to help customers achieve their financial goals.

In Short

• Engage with customers to provide tailored financial solutions.
• Advise on investment and credit banking options.
• Maintain confidentiality and accuracy in customer interactions.
• Work towards achieving service level agreements and productivity targets.
• Participate in team collaboration and mentoring.
• Stay updated on industry regulations and practices.
• Provide personalized financial reviews and portfolio updates.
• Assist in resolving customer issues effectively.
• Promote a positive and diverse work environment.
• Support continuous personal and professional development.

Requirements

• High school diploma and/or 1 year of relevant experience.
• Post-secondary education in a related field is an asset.
• Completion of IFIC or equivalent required.
• Real estate secured lending and/or investment experience is beneficial.
• Knowledge of advanced investing and credit processes.
• Proficiency in MS Office and internet applications.
• Strong communication and organizational skills.
• Ability to work in a fast-paced environment.
• Self-initiator with good planning skills.
• Commitment to customer service excellence.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Retirement savings programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Recognition programs for achievements.
• Supportive work environment for growth.
• Access to training and onboarding sessions.
• Inclusive and diverse workplace culture.
• Commitment to community engagement and sustainability.