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TD: Personal Banker

  • 20 Aug 2023 9:22 PM
    Message # 13243373

    As a Personal Banker, you are expected to:

    Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions

    By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships

    Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy

    Act as a point of contact for the frontline staff in handling customer problems

    Maintain professional space in common areas as per marketing and regulatory guidelines

    Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals

    Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization

    Strive to achieve and improve service level agreements and productivity targets

    Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions

    Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

    Job Requirements

    High school diploma with over 1 year of relevant experience

    Completion of IFIC or CSC Course

    CFSA must be completed, if hired

    Post-Secondary or Undergraduate degree in related field is an asset

    Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment

    Proficiency in software tools including MS Office, and internet application

    Tactful communicator able to exchange ideas and customer information in a concise and logical way

    A self-initiator with strong organizational, planning and time management skills

    If you are interested, please email:


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