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Personal Banker [Td Bank]
Company | CareerBeacon |
Address | Ottawa, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Human Resources Services |
Expires | 2023-08-24 |
Posted at | 9 months ago |
Hours37.5Workplace ModelOnsitePay Details
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
- 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
- By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
- Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
- 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 efficiently
- Maintain professional space in common areas as per marketing and regulatory guidelines
- 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
- 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
- A self-initiator with strong organizational, planning and time management skills
- Completion of IFIC or CSC Course
- Post-Secondary or Undergraduate degree in related field is an asset
- CFSA must be completed, if hired
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
- Tactful communicator able to exchange ideas and customer information in a concise and logical way
- Proficiency in software tools including MS Office, and internet application
- High school diploma with over 1 year of relevant experience
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