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TD Bank

Offers banking, loans, and wealth management.

Personal Banker Trainee

Retail & Commercial BankingPosted on Nov 6
Full-timeGoderich, ON, CanadaCA$50.6k - CA$71.4kIn-person

About the Job

Requirements

  • A high school diploma and/or one year of relevant experience is required.
  • Completion of IFIC or equivalent is required.
  • CFSA must be completed within 12 months if hired.
  • Sound knowledge of advanced investing and credit processes, banking solutions, and concepts is needed to provide personalized customer advice in a fast-paced work environment.
  • Proficiency with MS Office and internet applications is required.
  • Ability to exchange ideas and customer information tactfully, concisely, and logically is required.
  • Strong organizational, planning, and time-management skills are required.

Responsibilities

  • Advise customers on high-level financial solutions from available investment and credit banking solutions.
  • Engage customers by asking thoughtful financial questions and create positive experiences that retain and deepen relationships.
  • Provide personalized financial advice, answer customer questions, address concerns, and raise matters as appropriate to team members or partners while maintaining confidentiality and accuracy.
  • Serve 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 with existing and prospective customers, discuss portfolio updates, and suggest personalized solutions based on their financial goals.
  • Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement opportunities to protect organizational interests.
  • Strive to achieve and improve service-level agreements and productivity targets.
  • Prepare documents consistently with relevant regulations and in a way that properly reflects business intentions.
  • Participate as a team member, assist and mentor others in completing work activities, help build a positive and diverse work environment, and address communication issues efficiently.

Desired Qualifications

  • A post-secondary or undergraduate degree in a related field is an asset.
  • Real estate secured lending and/or investment experience is an asset.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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