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TD Bank
Indigenous Banking AssociateTD Bank • Kelowna, British Columbia, Canada
Indigenous Banking Associate

Indigenous Banking Associate

TD Bank • Kelowna, British Columbia, Canada
25 days ago
Salary
CA$69,700.00 yearly
Job type
  • Full-time
Job description

Work Location:

Richmond British Columbia Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$69700 - $98400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Business Banking Indigenous Banking Group

The Indigenous Banking Group (IBG) is TDs specialized financial services team within Business Banking that supports Indigenous Peoples businesses organizations and communities through long-term relationships tailored financial solutions and a One TD approach. As an IBG Associate youll support Regional Managers and internal partners by coordinating client activities preparing materials tracking opportunities and helping deliver a consistent respectful client experience.

Who We Are (IBG)

  • Supports economic reconciliation by enabling equitable access to financial services and capital for Indigenous communities and businesses.
  • Acts as a centre of expertise for Indigenous community insights lending structures and relationship practices (including on-reserve considerations).
  • Works closely with partners across TD (Commercial Wealth/Indigenous Trust Services Canadian Personal Banking TD Securities Risk/CCRM and others) to deliver integrated solutions.
  • As a specialized financial services Team organized in TD Canadian Business Banking and representing TD Bank Group the IBG provides financial solutions across a broad range of products and services that allows us to meet the needs of our clients in every sector providing customized solutions to build a strategy thats right for them now and in the future.
  • Our quest is to deliver a first-class financial services client experience and to be the Bank of Choice for Indigenous Peoples. Our Team of better business bankers have a strong background in business and finance as well as the specific products they are responsible for selling and service. They have keen insight into all their clients their industry products finances and markets.

Job Description

  • This is an exciting introductory experience in the interesting vital and specialized area of Commercial Banking.
  • You will further learn and expand the fundamentals of commercial lending through financial analysis risk management and industry analysis. This will give you the ability to work closely with a variety of Indigenous organizations mid-market businesses Communities and Peoples as they strive to successfully meet their respective financial goals. Your skills will be put to the test in creating financial services proposals based on the diverse credit deposits and cash management needs of your clients.

Accountabilities

  • Support IBG Regional Manager(s) with day-to-day portfolio prospect and pipeline activities (e.g. meeting coordination follow-ups and opportunity tracking in CRM/BB Hub).
  • Prepare client and community meeting materials (agendas briefing notes call plans pitch decks and term sheet drafts) in partnership with deal teams and credit partners.
  • Coordinate internal partner engagement to deliver One TD solutions (e.g. CPB Wealth/Indigenous Trust Services TD Equipment Financing TD Securities ESG/Ready Commitment and others as applicable).
  • Assist with onboarding and servicing activities including documentation collection account opening support (where applicable) and issue triage/escalation.
  • Support credit processes by gathering information validating completeness and coordinating with Commercial Credit Risk Management (CCRM) and other adjudication partners.
  • Maintain high standards of confidentiality documentation quality and compliance; identify and escalate operational reputational and regulatory risks as required.
  • Contribute to community presence and relationship-building activities (e.g. events conferences and in-community days) through logistics support and post-event follow-up.
  • Participate in continuous learning (cultural competency Indigenous banking foundations products/solutions and relationship methodology) and apply learnings to improve client experience.

Job Requirements

  • Post-secondary degree/diploma or equivalent combination of education and relevant experience.
  • Experience in financial services business banking commercial lending support or relationship management support (asset).
  • Strong organizational skills with proven ability to manage multiple priorities deadlines and stakeholders.
  • Strong written and verbal communication skills; ability to create clear client-ready materials.
  • Analytical mindset and attention to detail (e.g. information gathering documentation and data quality in CRM systems).
  • Demonstrated commitment to learning and applying Indigenous cultural competency and relationship best practices.
  • Proficiency with Microsoft Office tools (Word Excel PowerPoint) and comfort learning internal systems (e.g. CRM/BB Hub).
  • Ability to travel within the region as required to support community engagement and client meetings (including occasional overnight travel).

Key Success Factors

  • Relationship-first mindset grounded in respect trust and reciprocity.
  • Comfort working across multiple lines of business to bring the right partners together.
  • Good judgement: knows when to proceed when to ask questions and when to escalate.
  • Ability to operate effectively in a dynamic environment (changing schedules travel logistics and complex files).
  • Commitment to delivering legendary client experience while acting like an owner and protecting the Bank.

Inclusion

TD is committed to fostering an inclusive barrier-free workplace. We encourage applications from Indigenous Peoples (First Nations Inuit and Métis) and from all qualified candidates. If you require accommodation during the recruitment process please let us know and we will work with you to meet your needs.

Who We Are:

TD is one of the worlds 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 95000 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. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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 youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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

Required Experience:

IC


Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 69700 - 98400
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Indigenous Banking Associate • Kelowna, British Columbia, Canada

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