Personal Banker
TD Bank Group(1 month ago)
About this role
Personal Banker at TD Canada Trust who works in a branch to build and maintain customer relationships while helping clients achieve their financial goals. The role focuses on providing personalized high-level advice on investment and credit solutions, conducting financial reviews, and acting as a frontline point of contact for customer inquiries. The position emphasizes customer retention, regulatory compliance, and collaboration with internal partners.
Required Skills
- Customer Service
- Financial Advice
- Investment Solutions
- Credit Products
- Relationship Building
- Compliance
- MS Office
- Time Management
- Communication
Qualifications
- High School Diploma
- Post-Secondary Degree (Asset)
- IFIC
- CFSA (within 12 months)
About TD Bank Group
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