Personal Banker - Remote

Overview

The Personal Banker role at TD involves providing expert advice on personal and business banking products, ensuring exceptional customer experiences, and contributing to the bank's growth through proactive customer engagement.

In Short

• Act as a subject matter expert for customers and colleagues.
• Provide sound financial advice and improve customer financial confidence.
• Engage in customer outreach and discuss portfolio updates.
• Resolve customer issues efficiently and escalate as necessary.
• Support the achievement of business objectives and sales opportunities.
• Maintain compliance with regulations and manage risks.
• Contribute to a positive work environment and team effectiveness.
• Participate in personal performance management and development activities.
• Act as a brand champion for the bank.
• Implement sales and customer service procedures.

Requirements

• High School diploma required.
• 1+ years of relevant experience preferred.
• IFIC or CSC certification required.
• Post-Secondary degree in a related field preferred.
• Strong communication and customer service skills.
• Ability to handle sensitive customer information.
• Knowledge of banking products and services.
• Experience with sales processes and customer engagement.
• Ability to work effectively in a team environment.
• Commitment to ongoing professional development.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Access to training and onboarding programs.
• Supportive and inclusive work environment.
• Mentorship and training programs available.
• Recognition programs for achievements.
• Commitment to diversity and inclusion.