Personal Banking Associate at BMO identifying customer needs and providing financial solutions. Engaging customers in consultative conversations and supporting branch operational activities.
About the role
- Personal Banking Associate Trainee guiding customers in banking solutions at TD Canada Trust. Engaging with clients on financial needs and improving service transactions.
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 on emerging digital banking trends by educating them on mobile, ATM, and online banking
- Support the 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 to enhance customer experience and achieve operational excellence
Requirements
- High School diploma and/or 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
- Post-Secondary or Undergraduate degree (in related field) preferred
- Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
- Knowledge of banking solutions and processes to advise customers
- A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
- A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and reward programs
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