Personal Banking Associate serving Alterna, a member - owned Canadian financial institution. Assessing member needs, delivering banking solutions, and supporting branch sales and service goals.
About the role
- Personal Banking Associate guiding TD Canada Trust customers through branch banking solutions and digital services. Supporting transactions, resolving customer issues, and referring clients to appropriate financial specialists.
Responsibilities
- Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions
- Build customer confidence in mobile, ATM, and online banking by educating customers on digital banking trends
- Support frontline staff with scheduled cash and non-cash transactions
- Resolve critical issues and report non-standard matters to management
- Recommend improvements to work practices, branch operations, and processes
- Participate in the timely and accurate completion of business processes and procedures
- Ensure documentation is accurate, reflects business intentions, and complies with relevant regulations and TD's Code of Conduct and Ethics
- Promote team effectiveness, participate in personal performance development, and share industry knowledge
Requirements
- High School diploma and/or 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent within 90 days of start date
- Post-Secondary or Undergraduate degree in a related field preferred
- Proficiency in MS Office (Word, Excel, and Outlook), branch software, and internet
- Knowledge of banking solutions and processes
- Strong administration, organizational, planning, and time management skills
- Ability to work independently in a dynamic environment
- Ability to handle several tasks and changing priorities
- Strong verbal and written customer experience and communication skills
- Ability to exercise initiative and handle confidential matters
Benefits
- Base salary
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations during the interview process
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