Lieu de travail : Calgary, Alberta, Canada
Horaire : 37.5
Secteur d'activité : Services bancaires personnels et commerciaux
Détails de la rémunération: $52,700 - $74,400 CAD
LaTD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l'expérience collègue à laTD.
Description du poste :
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Job Description:
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
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.
- Engage with customers by asking thoughtful financial questions to create positive experiences and deepen relationships.
- Provide personalized financial advice, answer customer questions, and address their concerns 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 and suggest additional personalized solutions.
- Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct.
- Strive to achieve and improve service level agreements and productivity targets.
- Ensure documents are prepared consistent with relevant regulations.
- Participate fully as a team member and help build a positive and diverse work environment.
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.
- Proficiency in software tools including MS Office.
- Tactful communicator able to exchange ideas and customer information concisely.
- A self-initiator with strong organizational, planning and time management skills.
- This is for a 6 Month Fixed Term Contract.
