Senior Personal Banker advising TD Bank customers on home borrowing, lending, investments, and banking products. Building relationships and driving customer acquisition and market - share growth.
About the role
- Personal Banker Trainee advising TD Canada Trust customers on investments, credit, and financial planning. Serving Mandarin- and Cantonese-speaking clients across the Toronto-area assigned district.
Responsibilities
- Advise customers on financial solutions across investment and credit banking products
- Ask thoughtful financial questions to engage customers and deepen relationships
- Provide personalized financial advice, answer questions, and address concerns
- Raise customer matters appropriately to team members or partners while maintaining confidentiality and accuracy
- Act as a point of contact for frontline staff handling customer problems
- Maintain professional space in common areas according to marketing and regulatory guidelines
- Conduct financial reviews, discuss portfolio updates, and suggest personalized solutions
- Stay knowledgeable about emerging issues, regulations, and industry codes of conduct
- Participate in process improvement opportunities
- Achieve and improve service-level agreements and productivity targets
- Prepare documents consistently with relevant regulations and business intentions
- Participate fully as a team member, assist and mentor others, and address communication issues efficiently
Requirements
- High school diploma and/or 1 year of relevant experience
- Post-Secondary or Undergraduate degree in a 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 is an asset
- Sound knowledge of advanced investing and credit processes, banking solutions, and concepts
- Proficiency in MS Office and internet applications
- Tactful communication skills for exchanging ideas and customer information concisely and logically
- Strong organizational, planning, and time management skills
- Cantonese and/or Mandarin language proficiency required
- Mobility within the assigned district and region is a condition of employment
Benefits
- Base salary
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training and onboarding sessions
- Online learning platform
- Mentoring programs
- Accommodation support during the interview process
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