Private Banking Client Service Associate
TD
full-time
Posted on:
Location Type: Hybrid
Location: Winnipeg • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$50,600 - CA$71,400 per year
Job Level
JuniorMid-Level
About the role
- Provide exceptional client service at every customer interaction
- Assist in client onboarding and recommending retail solutions
- Be alert for opportunities to expand existing client and prospect relationships
- Produce reports and compose correspondence as required
- Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
- Identify, suggest and actively participate in process improvement opportunities
- Ensure necessary due diligence to support the accuracy of all customer transactions / activities
- Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Requirements
- Undergraduate degree is preferred
- 3 years relevant experience
- Demonstrated experience in Private Banking or experience in dealing with affluent clients is required
- Thorough knowledge of Retail Banking products, systems, and services
- Knowledge & understanding of commercial and retail credit principles
- Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.
Benefits
- Total Rewards Package
- Health and well-being benefits
- Paid time off
- Savings and retirement programs
- Career development
- Reward and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client onboardingreport productioncorrespondence compositionprocess improvementdue diligencecustomer transaction accuracyoperational risk managementregulatory risk complianceretail banking productscommercial and retail credit principles
Soft skills
client servicerelationship managementdiscretionconfidentialityproblem resolutioncommunicationownershipalertness to opportunitiesparticipationcoordination
Certifications
Canadian Securities Course (CSC)Investment Funds in Canada (IFIC)