Client Banking Advisor - Build Relationships & Solutions

The Toronto-Dominion Bank (Canada); Victoria; On-site; CAD 46,000 - 61,000; Full time

Job summary

The Toronto-Dominion Bank (Canada) is hiring a Personal Banking Associate at our Victoria, British Columbia branch. You will help customers with new accounts, investments and banking solutions, guiding them to the right staff for resolution.

You will engage customers in day-to-day needs, promote digital banking, support frontline transactions, and contribute to operational excellence while complying with TD's ethics and licensing requirements.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC licensing within 90 days of start date.
• Post-secondary or Undergraduate degree preferred.
• Proficiency in using MS Office, branch software and internet.

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 while exercising good judgement in confidential matters.
• Build customer confidence in 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.
• Participate in the timely and accurate completion of business processes and procedures.
• Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics.

Skills

Customer service

Communication

MS Office

Self-motivation

Education

High School diploma

Post-secondary degree preferred

IFC licensing within 90 days

Tools

MS Office

Branch software

Job description

The Toronto-Dominion Bank (Canada) is hiring a Personal Banking Associate at our Victoria, British Columbia branch. You will help customers with new accounts, investments and banking solutions, guiding them to the right staff for resolution.

You will engage customers in day-to-day needs, promote digital banking, support frontline transactions, and contribute to operational excellence while complying with TD's ethics and licensing requirements.