Client-Focused Personal Banking Advisor

TD Bank Group; Calgary; Presencial; CAD 46 000 - 61 000; Tempo integral

Resumo da oferta

TD Canada Trust is hiring a Personal Banking Associate in Calgary to build and sustain meaningful relationships with customers. You will guide clients to the right staff for banking needs, including new accounts and advisory services, while promoting TD products and solutions.

You will engage customers daily, advise on digital banking trends, and support frontline staff with transactions, aiming to enhance customer experience and branch efficiency.

Qualificações

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent; post-secondary degree preferred.
• Proficiency in MS Office, branch software, and internet.

Responsabilidades

• 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

Conhecimentos

Customer service

Communication

MS Office

Banking knowledge

Formação académica

High School diploma

IFC certification

Undergraduate degree

Ferramentas

Branch software

Descrição da oferta de emprego

TD Canada Trust is hiring a Personal Banking Associate in Calgary to build and sustain meaningful relationships with customers. You will guide clients to the right staff for banking needs, including new accounts and advisory services, while promoting TD products and solutions.

You will engage customers daily, advise on digital banking trends, and support frontline staff with transactions, aiming to enhance customer experience and branch efficiency.