Senior Personal Banker advising Calgary TD customers on investments and financial products. Building relationships, providing financial guidance, and driving customer and market - share growth for TD Canada Trust.
About the role
- Senior Personal Banker guiding TD Bank customers through home borrowing and financial solutions. Building relationships, providing advice, and growing branch market share in Calgary.
Responsibilities
- Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences
- Provide advice on Real Estate Secured Lending products, investing, day-to-day banking, and TD products and services
- Ask thoughtful questions to uncover customer needs and own solutions aligned with the mandate
- Improve customer financial confidence through ongoing dialogue, answers, and advice
- Act as a subject matter expert for customers and colleagues regarding TD products, services, policies, and procedures
- Maintain a professional and inviting branch environment in accordance with premises, marketing, and regulatory guidelines
- Conduct proactive customer outreach via phone, email, and other channels
- Be present in the community for additional customer outreach
- Maintain knowledge of the local market, competitive offers, and economic trends
- Ensure customer and business documentation is accurate and retained according to policy
- Participate as a team member and support a positive, service-oriented work environment
- Attract, acquire, and retain customers, advice opportunities, and referrals to drive TD growth and market share
Requirements
- High School diploma and/or
- Post-Secondary or Undergraduate degree (in a related field) preferred
- 2+ years of relevant experience
- Investment Funds in Canada (IFC) accreditation or equivalent within 90 days of start date
- Certificate in Financial Services Advice (CFSA) within 6 months of start date
- Must be mobile within the Assigned District
- Geographic mobility is a condition of employment
- Internal TD candidates: IFC accreditation or equivalent prior to start date
- Internal TD candidates: CFSA prior to start date
- External candidates: IFC accreditation or equivalent within 90 days of start date
- External candidates: CFSA within 6 months of start date
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 programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
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