Personal Banker Trainee - Ancaster/hamilton/binbrook jobs at Td Bank in Canada, Hamilton

Job Description:

Department Overview:

Job Description:

A typical day at work might look like:

• Mentor the team on advice-giving strategies on banking solutions to improve the overall customer experience and financial confidence

• Promote TD's image and goodwill within the community by participating in community events

• Enhance customer experience by understanding their financial needs and providing appropriate solutions

• Act as the highest point of escalation for the branch to ensure customer issues are handled in the best course of action and participate in the resolution of reported matters when required

• Oversee complex branch administrative duties for mutual funds, real estate secured credit, and other compliance-related issues

• Ensure overall employee scheduling is optimal

• Develop and implement business development strategies within the budget and communicate results to the team to meet business objectives

• Ensure accuracy of all customer transactions as per TD's policies to achieve operational excellence

• Mentor the team on offering One TD solutions and building lasting relationships with customers

• Liaise with Wealth and Business Banking to stay updated with processes, emerging issues, and industry regulations

• Cultivate a positive and customer-focused work environment that builds productivity, innovation, operational improvement, and professionalism

Job Requirements:

• Undergraduate degree and/or over 5 years of relevant experience

• Completion of Branch Compliance Officer (BCO) and IFIC or CSC Course

• A strategic thinker with extensive knowledge of advanced investing and credit processes, policies, programs, and systems to provide tactical direction to senior leadership

• Proficiency in software tools including MS Office, and internet application

• Strong communication skills to liaise with customers, employees, and cross functional teams

• A thorough and accurate decision maker who can exercise discretion and judgement skills when working with confidential information

• A dedicated and committed leader who can make an impact on the team and positively influence them and achieve results with effective negotiation, problem-solving and communication skills.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Department Overview:

Job Description:

In this role, 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

· 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 and/or 1 year of relevant experience

· Post-Secondary or Undergraduate degree in 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 an asset

· Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide

· 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

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.