Client-Focused Personal Banking Advisor

TD; Bracebridge; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate for a branch in Gravenhurst, Ontario, to help customers with accounts, investments, and banking solutions. You will guide clients to the right staff, promote digital banking, and support daily transactions in a fast-paced environment.

Ideal candidates have a HS diploma plus experience, proficiency with MS Office and branch software, and a strong customer-service mindset.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification within 90 days of start date.
• Post-secondary or undergraduate degree in related field preferred.
• Proficiency in MS Office and branch software.

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.
• Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives

Skills

MS Office

Banking knowledge

Communication skills

Time management

Education

IFC (Investment Funds Canada) within 90 days

Post-secondary degree

Tools

Branch software

Job description

TD Canada Trust is seeking a Personal Banking Associate for a branch in Gravenhurst, Ontario, to help customers with accounts, investments, and banking solutions. You will guide clients to the right staff, promote digital banking, and support daily transactions in a fast-paced environment.

Ideal candidates have a HS diploma plus experience, proficiency with MS Office and branch software, and a strong customer-service mindset.