Personal Banker Trainee
$52,700–$74,400 year
On-siteEdmonton, Alberta, Canada
Job Summary
Advise customers on high-level financial solutions by asking thoughtful questions, engaging with clients, and providing personalized financial advice to deepen relationships and increase confidence. Act as a point of contact for frontline staff in handling customer problems while maintaining professional space in common areas. Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their goals. Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct while participating in process improvement opportunities to protect organizational interests. Achieve and improve service level agreements and productivity targets, ensuring documents are prepared consistently with relevant regulations.
Required Qualifications
- High school diploma
- 1 year of relevant experience
- Completion of IFIC or equivalent
- 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
- Post-Secondary or Undergraduate degree in related field
- Real estate secured lending and/or investment experience
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