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investment representative
Title posted on CareerBeacon - Personal Banker
Posted on December 13, 2024 by Employer details TD Bank
Job details
Work Location:Salmon Arm, British Columbia, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:$49,300 - $69,700 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description: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. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.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? Do you love exploring and understanding investment options that best suit customers' financial needs? 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· By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships· Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners 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, discuss portfolio updates and suggest additional personalized solutions based on their financial goals· Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization· Strive to achieve and improve service level agreements and productivity targets· Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions· Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficientlyJob 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, banking solutions and concepts in order to providepersonalized advice to customers in a fast-paced work environment· Proficiency in software tools including M- LocationSalmon Arm, BC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2129180
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