personal services manager - banking, credit and investment

Work Location:Lacombe, Alberta, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:$50,600 - $71,400 CADTD 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 candidate's 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:Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.Job Description: Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.In this role, you are expected to:Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutionsBy asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationshipsIncrease customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracyAct as a point of contact for the frontline staff in handling customer problemsMaintain professional space in common areas as per marketing and regulatory guidelinesWork closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goalsStay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organizationStrive to achieve and improve service level agreements and productivity targetsEnsure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentionsParticipate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficientlyJob Requirements:High school diploma and/or 1 year of relevant experiencePost-Secondary or Undergraduate degree in related field is an assetCompletion of IFIC or equivalent requiredCFSA must be completed within 12 months, if hiredReal estate secured lending and/or investment experience an assetSound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environmentProficiency in software tools including MS Office, and internet applicationTactful