Personal Banker Trainee
TD
full-time
Posted on:
Location Type: Office
Location: East York • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$52,700 - CA$74,400 per year
Job Level
Entry Level
About the role
- Play a key role in advising customers of high-level financial solutions
- Engage with customers and create positive experiences to retain and deepen relationships
- Increase customer financial confidence by providing personalized financial advice
- 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
- Provide financial reviews, discuss portfolio updates 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, help build a positive and diverse work environment
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
- 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 personalized advice to customers
- Proficiency in software tools including MS Office
- Tactful communicator able to exchange ideas and customer information
- A self-initiator with strong organizational, planning and time management skills
- Preferred languages include Cantonese, Mandarin, Farsi, Korean, Russian, Ukrainian, Spanish, Portuguese, Italian, Turkish, Tagalog
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- 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
financial solutionspersonalized financial advicereal estate secured lendinginvestment experienceadvanced investingcredit processesbanking solutionsregulatory complianceservice level agreementsproductivity targets
Soft skills
customer engagementrelationship buildingproblem solvingcommunicationorganizational skillsplanning skillstime managementteam collaborationtactful communicationself-initiative
Certifications
IFIC