Private banker Jobs in Ajax, ON

Description

CUSTOMER

• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products / services or policies / procedures
• Provide sound advice with every customer interaction, contributing to an exceptional customer experience
• Use ability to discover and advise on meeting / exceeding customer needs by asking deeply curious and thoughtful questions
• Improve customer financial confidence through ongoing dialogue and by answering questions
• Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and / or additional opportunities which best service the customer's needs
• Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances
• Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary
• Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and / or regulatory guidelines, paying attention to the office space in which the personal banker occupies
• Support the frontline with transactions, as necessary
• May act as a point of escalation and support for the frontline and advice colleagues, ensuring customer problems are handled appropriately, when required

SHAREHOLDER

EMPLOYEE / TEAM

BREADTH & DEPTH :

EXPERIENCE AND / OR EDUCATION

Who We Are :

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only) :

Sans Objet