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Private Banking Client Service Associate at TD | JobVerse
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Private Banking Client Service Associate
TD
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Private Banking Client Service Associate
Canada
Full Time
2 hours ago
$52,700 - $74,400 CAD
Visa Sponsorship
Apply Now
About this role
Role Overview
Provide exceptional client service at every customer interaction
Assist in client onboarding and recommending retail solutions
Be alert for opportunities to expand existing client and prospect relationships
Produce reports and compose correspondence as required
Ensure satisfactory resolution of client inquiries
Identify, suggest and actively participate in process improvement opportunities
Minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Requirements
Undergraduate degree
3 years relevant experience
Demonstrated experience in Private Banking or dealing with affluent clients
Thorough knowledge of Retail Banking products, systems, and services
Knowledge & understanding of commercial and retail credit principles
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.
Benefits
Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Apply Now
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