Banker

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences
• Provide advice on Real Estate Secured Lending products, investing, day-to-day banking, and TD products and services
• Ask thoughtful questions to uncover customer needs and own solutions aligned with the mandate
• Improve customer financial confidence through ongoing dialogue, answers, and advice
• Act as a subject matter expert for customers and colleagues regarding TD products, services, policies, and procedures
• Maintain a professional and inviting branch environment in accordance with premises, marketing, and regulatory guidelines
• Conduct proactive customer outreach via phone, email, and other channels
• Be present in the community for additional customer outreach
• Maintain knowledge of the local market, competitive offers, and economic trends
• Ensure customer and business documentation is accurate and retained according to policy
• Participate as a team member and support a positive, service-oriented work environment
• Attract, acquire, and retain customers, advice opportunities, and referrals to drive TD growth and market share

Senior Personal Banker – Home Borrowing Trainee

• Create a consistent and exceptional branch customer experience, with a focus on investment advice
• Apply deep knowledge of investment products and knowledge of real estate secured lending, day-to-day banking, and TD products and services
• Ask questions to uncover customer needs and own solutions aligned with the mandate
• Improve customer financial confidence through dialogue, answers, and advice
• Act as a branch subject matter expert for customers and colleagues on TD products, services, policies, and procedures
• Maintain professional and inviting branch common areas in accordance with premises, marketing, and regulatory guidelines
• Conduct proactive customer outreach by phone, email, and other channels regarding portfolio updates and opportunities
• Maintain knowledge of the local market, competitive offers, and economic trends to support recommendations
• Ensure customer and business documentation is accurate and retained according to policy
• Participate as a team member and support a positive, service-oriented work environment
• Attract, acquire, and retain customers, advice opportunities, and referrals to drive TD growth and market share

Senior Personal Banker – Investing

• Advise customers on high-level financial solutions across investment and credit banking solutions
• Engage customers through thoughtful financial questions to create positive experiences and deepen relationships
• Provide personalized financial advice, answer questions, address concerns, and maintain confidentiality and accuracy
• Act as a point of contact for frontline staff handling customer problems
• Maintain professional common areas according to marketing and regulatory guidelines
• Conduct financial reviews, discuss portfolio updates, and recommend personalized solutions
• Stay informed about emerging issues, regulations, and industry codes of conduct
• Participate in process improvement opportunities
• Achieve and improve service level agreements and productivity targets
• Prepare documents consistently with relevant regulations and business intentions
• Participate as a team member, assist and mentor colleagues, and address communication issues efficiently
• Complete training and accept potential transfer or geographic relocation within the assigned region

Personal Banker Trainee

• Advise customers on high-level financial solutions across investment and credit banking products
• Engage customers through thoughtful financial questions and create positive experiences
• Provide personalized financial advice, answer questions, and address concerns
• Refer matters to appropriate team members or partners while maintaining confidentiality and accuracy
• Act as a point of contact for frontline staff handling customer problems
• Maintain professional common areas according to marketing and regulatory guidelines
• Conduct financial reviews, discuss portfolio updates, and suggest personalized solutions
• Stay current on emerging issues, regulations, and industry codes of conduct
• Participate in process improvement opportunities
• Achieve and improve service level agreements and productivity targets
• Prepare documents consistently with relevant regulations and business intentions
• Participate as a team member, mentor colleagues, and address communication issues efficiently