Personal Banker Trainee - Mandarin and/or Cantonese Language Skills are an Asset
$52,700–$74,400 year
On-siteCalgary, Alberta, Canada
Job Summary
Advise customers on high-level financial solutions, including investment and credit banking options, by asking thoughtful questions and creating positive experiences to deepen relationships. Provide personalized financial advice, answer inquiries, and address concerns while maintaining confidentiality, acting as a point of contact for frontline staff handling customer problems. Work with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their goals. Maintain professional space in common areas, ensure documents reflect business intentions, and participate in process improvement opportunities to protect organizational interests. Achieve service level agreements and productivity targets while staying knowledgeable about emerging issues, evolving regulations, and industry codes of conduct.
Required Qualifications
- High school diploma
- 1 year of relevant experience
- Post-Secondary or Undergraduate degree in related field
- Completion of IFIC
- CFSA must be completed within 12 months, if hired
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts
- Proficiency in software tools including MS Office, and internet application
- Tactful communicator able to exchange ideas and customer information in a concise and logical way
- Self-initiator with strong organizational, planning and time management skills
- Mobility within the Assigned District
- Geographic relocation to another TD location within your assigned region
Desired Qualifications
- Mandarin and/or Cantonese Language Skills
- Real estate secured lending and/or investment experience
- Completion of IFIC or equivalent
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