Step into a fulfilling role as a Personal Banker Trainee with TD in Pickering. Connect with clients personally to facilitate their financial goals and security through expert advice.
As part of the TD team, you will advise customers on various financial solutions, ensuring their inquiries are met with understanding and dedication. By offering tailored investment and credit counseling, you'll preserve and enhance customer loyalty while adhering to company standards.
Key Responsibilities:
• Advise on financial solutions, including investments and credit
• Engage clients through thoughtful financial discussions
• Boost customer confidence with personalized guidance
• Resolve customer challenges efficiently as a primary contact
• Ensure compliance with marketing and regulatory policies
Requirements:
• High school diploma and/or 1 year of relevant experience
• IFIC completion required; CFSA to be completed
• Background in investment strategies is an asset