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Personal Banker at TD Bank - ApplyBlast

Personal Banker

TD Bank

4 months ago

Oyen, Alberta

Onsite

Full Time

Junior

0 applicants

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About this role

A Personal Banker at TD Canada Trust serves as the frontline of the bank, building deep relationships with customers by providing sound financial planning advice and accessing investment solutions. The role involves engaging with clients to promote product liquidity, answering questions, and addressing concerns while maintaining confidentiality and accuracy. Personal Bankers act as a point of contact for frontline staff and strive to achieve service level agreements and productivity targets.

Responsibilities

Advise customers on high-level financial solutions from investment and credit banking
Engage with customers to create positive experiences and deepen relationships
Provide personalized financial advice to increase customer confidence
Act as a point of contact for frontline staff handling customer problems
Participate in process improvement opportunities to protect organizational interests

Skills

Qualifications

IFIC CertificationCFSA CertificationHigh School DiplomaUndergraduate DegreeReal Estate Secured Lending Experience

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).